Online review and testimonial collection prompts

Purpose

1.1. Automate sending online review and testimonial requests to recent horse rental customers for increased credibility and brand trust.
1.2. Automating collection of authentic client reviews boosts visibility, SEO ranking, and increases future bookings for professional horse rental services.
1.3. Automation triggers the right channels to prompt customers shortly after their rental, ensuring testimonials are fresh and authentic.
1.4. An automatedly structured system prevents testimonial loss, maximizes feedback, and enables real-time marketing content generation.

Trigger Conditions

2.1. Automated upon order completion in booking system.
2.2. Automated trigger post-payment confirmation.
2.3. Automatedly sent after customer departs (check-out timestamp in POS).
2.4. Automated via manual staff trigger post-service if needed.
2.5. Trigger on a scheduled delay (ex: 24 hours after experience).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS task/Programmatic Messaging API; Configure sender, template, dynamic customer ID.

3.2. SendGrid
• Feature/Setting: Automate Transactional Email API; Setup review template, email scheduling automation.

3.3. Mailchimp
• Feature/Setting: Automating Customer Journeys; trigger automation after tag “Recent Rental.”

3.4. HubSpot
• Feature/Setting: Automate Workflows; event-based triggers with contact personalization.

3.5. Google Forms
• Feature/Setting: Automate form send via Apps Script/Google Workspace API; prepopulate customer data fields.

3.6. Zapier
• Feature/Setting: Zap Automator; connect CRM and review forms, trigger on booking completion.

3.7. Salesforce
• Feature/Setting: Automate Email Alerts via Process Builder/Flow automation tool.

3.8. Zoho CRM
• Feature/Setting: Workflow Rules; trigger automated email with review link post-service.

3.9. SurveyMonkey
• Feature/Setting: Automate survey invitations via API; schedule post-experience campaigns.

3.10. ActiveCampaign
• Feature/Setting: Automate Campaign Automator; follow-up series with testimonial collection.

3.11. WhatsApp Business API
• Feature/Setting: Automate message workflows; configure post-service prompts with unique review links.

3.12. Facebook Messenger
• Feature/Setting: Automate chatbot sequence; trigger follow-up message post-booking in Messenger Automator.

3.13. Intercom
• Feature/Setting: Automated messaging rules; configure for post-experience feedback collection.

3.14. Typeform
• Feature/Setting: Automate form invitation by API; auto-inject customer name/rental ID.

3.15. Slack
• Feature/Setting: Workflow builder; automate internal reminders to staff for manual testimonial requests.

3.16. Google Sheets
• Feature/Setting: Automate with Apps Script; send automated email/SMS from data row entry.

3.17. Freshdesk
• Feature/Setting: Automate ticket closure triggers; send follow-up for review collection automatically.

3.18. Outlook 365
• Feature/Setting: Power Automate Flows; trigger review request email on meeting close/contact status update.

3.19. Shopify
• Feature/Setting: Automator Apps/Event-based workflow; send review prompt post-rental order fulfillment.

3.20. Gravity Forms
• Feature/Setting: Automate notifications and webhook; trigger custom review TTL link.

3.21. Klaviyo
• Feature/Setting: Post-purchase flow automation; schedule testimonial prompt email/SMS.

3.22. Pipedrive
• Feature/Setting: Workflow automator; trigger custom messaging and integrate with review platforms.

Benefits

4.1. Automates outreach for higher testimonial participation.
4.2. Ensures automatable, timely feedback while reducing staff manual effort.
4.3. Increases positive online presence through automated review collection.
4.4. Scalable automation for all customer segments and channels.
4.5. Captures and uses customer sentiment for automating quality improvement loops.