Follow-up review and testimonial requests

Purpose

1. Automate the sending of follow-up requests for reviews and testimonials post-service completion to enhance customer retention and secure positive online presence.

2. Automating the review collection ensures timely outreach, automates reminders, and segments customers for tailored follow-up driven by completion status, transaction value, or customer satisfaction.

3. The automation scope covers SMS, email, calls, or web notifications to maximize reach and response rate, supporting business reputation and service improvement through automated review gathering and response tracking.

Trigger Conditions

1. Job marked as completed in project management/CRM system.

2. Invoice fully paid status achieved.

3. Post-service feedback interaction not recorded within 'x' days of job finished.

4. Customer segment matches specific criterias (e.g., high-value client, repeat customer, new customer).

Platform Variants

1. Twilio SMS

 • Feature/Setting: Automate SMS with pre-set templates for review requests.
 • Sample config: Configure Messaging Services API, map fields for customer phone number and job completion toggle.

2. SendGrid

 • Feature/Setting: Automated review requests via email campaigns.
 • Sample config: Use Transactional Email API, set dynamic sender, insert review landing page links, automate send by trigger.

3. Mailchimp

 • Feature/Setting: Automated post-service review emails using journeys.
 • Sample config: Customer tag update triggers, automate journey node for follow-up emails.

4. HubSpot

 • Feature/Setting: Automate review email workflows using Service Hub.
 • Sample config: Configure workflow trigger on "deal closed," automate email module with personalized survey links.

5. Salesforce

 • Feature/Setting: Automate follow-up tasks and outreach via Process Builder.
 • Sample config: Automate process on Opportunity Stage "Closed Won," link with Email Alert.

6. Zoho CRM

 • Feature/Setting: Blueprint automation for automating testimonial requests post job completion.
 • Sample config: Transition configured on Project Status, auto-email action linked to review form.

7. ActiveCampaign

 • Feature/Setting: Trigger automated review campaigns post-tag update.
 • Sample config: Tag “Job Completed” sparks automation to send follow-up.

8. Google Workspace (Gmail API)

 • Feature/Setting: Automate sending personalized emails for reviews.
 • Sample config: Scripted automation using Apps Script and Gmail API, mapped to job completion.

9. Microsoft Outlook (Graph API)

 • Feature/Setting: Automated email workflow for feedback requests.
 • Sample config: Automator triggers mail send via Graph API on calendar event/status change.

10. Slack

 • Feature/Setting: Internal automation for reminders to admin/team for review follow-up.
 • Sample config: Slack Bot API posts workflow reminders on service completion reports.

11. Zendesk

 • Feature/Setting: Automated ticket trigger for NPS/review request via triggers.
 • Sample config: Automation rule sends email when ticket status is closed.

12. Intercom

 • Feature/Setting: Automates in-app or email review requests based on conversation profiles.
 • Sample config: Configure Series automation to launch message after tag event.

13. Facebook Messenger

 • Feature/Setting: Automate Messenger bot follow-up after scheduled date.
 • Sample config: Messenger API auto-triggers review prompt 24 hours post-service.

14. WhatsApp Business

 • Feature/Setting: Automate post-service WhatsApp automation with templated review outreach.
 • Sample config: Business API sends message chain when CRM status changes.

15. Yelp Fusion API

 • Feature/Setting: Automate invitation to post reviews directly on Yelp.
 • Sample config: Yelp API sends review request link after automated eligibility check.

16. Trustpilot Business API

 • Feature/Setting: Automatically send Trustpilot review invitations post-service.
 • Sample config: Trustpilot invitation module receives email/phone automatically from job record.

17. Google My Business API

 • Feature/Setting: Automate Google review request link delivery via SMS/email.
 • Sample config: API fetches customer info and automates message with Google review link.

18. SurveyMonkey

 • Feature/Setting: Trigger automated survey email for review collection.
 • Sample config: API schedules survey send-out upon job entry completion.

19. Typeform

 • Feature/Setting: Automating sequences to send feedback forms via email or SMS.
 • Sample config: Webhook triggers Typeform invite on service workflow update.

20. Calendly

 • Feature/Setting: Automator sends review follow-up email based on meeting outcome/status.
 • Sample config: On completed "Service Event," webhook initiates review request.

Benefits

1. Automates manual follow-up and enhances consistency of outreach.

2. Accelerates collection of fresh testimonials, automating brand credibility growth.

3. Drives engagement by automating reminders, reducing missed opportunities.

4. Automating feedback channels reveals actionable insights for continuous service improvement.

5. Scales with business growth, eliminating need for additional admin labor.