Automatic testimonial and review request emails

Purpose

1. Automate the process of soliciting testimonials and customer reviews post-purchase to increase feedback and boost social credibility for hygiene articles wholesalers.

2. Automated testimonial and review request emails ensure every wholesale client receives personalized prompts, increasing review generation without manual intervention.

3. Automatedly remind clients after each wholesale purchase, promoting steady, organic review growth and consistent engagement automation.

4. Automate follow-up attempts if initial requests are unanswered, automating the capture of testimonials essential for marketing material.

5. Integrate automation with CRM/order management systems to automate data extraction and customer profiling for highly targeted requests.

6. Automate multilingual requests based on client locale for hygiene product wholesalers with global distribution.

Trigger Conditions

1. Automated trigger upon completion of wholesale order/shipping confirmation.

2. Automate based on elapsed time—e.g., 7 days post-purchase.

3. Automate when payment is received or invoice is closed.

4. Trigger when delivery status updates in ERP or logistics platform.

5. Automate on successful onboarding flow for new B2B customers.

Platform Variants

1. Mailchimp

• Feature/Setting: Automated Customer Journeys; set automation trigger to “Order Completed” webhooks; configure merge tags for personalized, automated review request templates.
  

2. SendGrid

• Feature/Setting: Marketing Automation; use Dynamic Templates and Scheduled Email API; automate message dispatch with order data from ERP integration.
  

3. HubSpot

• Feature/Setting: Workflow Automations; build automated workflows based on “Deal Closed Won” or custom order stages; send automated review solicitation.
  

4. Klaviyo

• Feature/Setting: Flows; configure post-purchase flow automation triggered by wholesale segment.
  

5. ActiveCampaign

• Feature/Setting: Automation Builder; set trigger to tag “Order Shipped”; automate sending with conditional logic for product line or order value.
  

6. Salesforce Marketing Cloud

• Feature/Setting: Journey Builder; use “Data Extension” list automation and “Email Activity” with automated email steps following order status change.
  

7. Zoho CRM

• Feature/Setting: Workflow Rules & Email Templates; automate based on “Invoice Paid” or custom field update; send personalized, automated email requests.
  

8. Freshdesk

• Feature/Setting: Automations (Dispatch’er); automatic email on “Ticket Resolved” linked with purchase.
  

9. Google Workspace (Gmail API)

• Feature/Setting: Google Script trigger on spreadsheet update, automatedly sending templated emails to new entries.
  

10. Microsoft Power Automate

• Feature/Setting: Flow creation using “When an item is created” in SharePoint/Dataverse; automate review request email via Outlook.
  

11. Zapier

• Feature/Setting: Multi-step zaps to automate from Shopify, WooCommerce, or ERP trigger; automate mail via Gmail/Outlook/Mailgun integration.
  

12. Intercom

• Feature/Setting: Custom Bot & Outbound Messaging; automate survey/review email when lead converts to customer.
  

13. Twilio SendGrid

• Feature/Setting: Transactional Email API; automate personalized review invites on “Order Delivered” trigger.
  

14. Mandrill (Mailchimp Transactional)

• Feature/Setting: Webhook and API automation sending emails on status trigger.
  

15. WooCommerce

• Feature/Setting: Automated reminder emails for each completed wholesale order via “Follow-Ups” extension.
  

16. Shopify

• Feature/Setting: Shopify Flow triggers on fulfillment event, automate email via native email marketing or app integration.
  

17. QuickBooks

• Feature/Setting: Automated workflows on “Invoice Paid” to trigger review request via connected email platform.
  

18. Trustpilot

• Feature/Setting: Automated Review Invitations; utilize API to automate sending requests after purchases.
  

19. Yotpo

• Feature/Setting: Review Request Automation; emails triggered from eCommerce or order management system.
  

20. SurveyMonkey

• Feature/Setting: Automated survey invitation workflow using API/Webhooks; triggers based on order data.
  

Benefits

1. Automates collection of testimonials, saving manual effort, increasing overall automation rate.

2. Automation ensures timely, consistent, and targeted communication with B2B customers.

3. Automated reminders boost response rate versus manual request attempts.

4. Reduction in human error by automating the request workflow.

5. Enhanced reputation and trust with automated review generation.

6. Automation facilitates multilingual, personalized customer engagement at scale.

7. Centralized data for marketing team to automate analysis of review trends and customer sentiment.