Purpose
1.2. Boost the shop's online reputation by automating collection of positive reviews, resolving negative experiences through automated follow-up, and increasing social proof.
1.3. Save staff time and eliminate human error by automating the end-to-end review request workflow, enabling scalable and consistent engagement.
Trigger Conditions
2.2. Completion of customer loyalty program activities or point redemption, activating the review request automation.
2.3. Automated event when a customer receives digital receipt via SMS or email.
2.4. Scheduled triggers for follow-up if no response within a predefined period, using an automator to re-engage.
Platform Variants
• Feature/Setting: Automate SMS sending via Twilio API endpoint `/Messages`; configure message template with review site link; e.g., auto-send after POS system triggers webhook.
3.2. SendGrid
• Feature/Setting: Automate transactional email using SendGrid API `Mail Send`; configure dynamic templates; automatedly populate customer data post-transaction.
3.3. HubSpot
• Feature/Setting: Workflow automation to trigger email/SMS for review request upon deal closure or form submission; API: `/automation/v3/workflows`.
3.4. Salesforce
• Feature/Setting: Flow Builder automation to send review invitation via customer contact record update; API: `/services/data/vXX.X/actions`.
3.5. Mailchimp
• Feature/Setting: Customer Journey automation for review requests after purchase event; API: `POST /automations`.
3.6. ActiveCampaign
• Feature/Setting: Automated campaign trigger linked to order completion; API: `/api/3/contacts/sync`; automate template with review links.
3.7. Zoho CRM
• Feature/Setting: Workflow rule to send review request email/SMS; API: `/crm/v2/functions`; automatable via webhook on sales module.
3.8. Shopify
• Feature/Setting: Automated order completion webhook triggers review request email via Flow app; API: `/admin/api/2023-01/webhooks.json`.
3.9. WooCommerce
• Feature/Setting: Hook into `woocommerce_order_status_completed` to automate review email/SMS via REST API call or plugin.
3.10. Square
• Feature/Setting: Automated customer engagement via Square Loyalty or Marketing API `/v2/customers`; triggers review request after purchase.
3.11. Google Workspace (Gmail)
• Feature/Setting: Automate sending email via Gmail API `/gmail/v1/users.messages.send`; triggered by form submissions or POS events.
3.12. Yelp Fusion
• Feature/Setting: Automate monitoring of new reviews via `/v3/businesses/reviews`; can automate personalized follow-up via email/SMS.
3.13. Intercom
• Feature/Setting: Automated message triggers after customer interaction; API: `/messages`; automate survey or rating request.
3.14. Zendesk
• Feature/Setting: Automate ticket-close triggers to send CSAT/review request; API endpoint `/api/v2/tickets/{ticket_id}/request_reviews`.
3.15. Klaviyo
• Feature/Setting: Automate review request flows with event-based trigger; API: `/api/v2/flow_actions`; integrates with ecomm platforms.
3.16. Freshdesk
• Feature/Setting: Automates satisfaction survey or review request after ticket resolution; API: `/api/v2/surveys`.
3.17. ClickSend
• Feature/Setting: Automate review-request SMS blast on completed purchases; API: `/v3/sms/send`.
3.18. Google Forms
• Feature/Setting: Automate sending survey link post-purchase via email/SMS; Form automation via Apps Script trigger.
3.19. Podium
• Feature/Setting: Automate review invite via SMS/email using built-in automator after transaction logging.
3.20. ReviewTrackers
• Feature/Setting: Automatedly trigger review request campaigns after customer engagement event via API `/api/v1/review_requests`.
3.21. Bitrix24
• Feature/Setting: Automate communication via CRM workflow; triggers review request when a deal moves to closed status.
3.22. Omnisend
• Feature/Setting: Automated workflow for review request based on order fulfillment event; API: `/campaigns/triggers`.
Benefits
4.2. Streamlines customer engagement and maximizes automatable feedback collection.
4.3. Reduces manual intervention, saving staff time and cost.
4.4. Enables scalable review request automation across multiple locations.
4.5. Ensures prompt, consistent communication for ongoing reputation management through automation-driven follow-up.