Marketing & Client RetentionPurpose
1.2. The automation enhances post-service engagement, encourages fresh reviews, manages negative feedback proactively, and publishes positive testimonials to digital channels automatically for marketing and client retention.
Trigger Conditions
2.2. Triggered by payment confirmation or session completion notifications.
2.3. Activated via CRM milestone updates, such as a client status changing to “Serviced.”
2.4. Scheduler-based automation for periodic review reminders to past clients.
2.5. Triggered on receipt of specific keywords/phrases in client feedback forms.
Platform Variants
• Function: Reviews API
• Configure automated review posting/pulling and response trigger.
3.2. Trustpilot
• Feature: Invitation API
• Automate sending review invites post-service and aggregate ratings.
3.3. Yelp
• Function: Yelp Fusion API
• Automatedly fetch and publish reviews to website widgets.
3.4. Facebook Pages
• Feature: Graph API - Reviews endpoint
• Automate publishing of new reviews to the page feed.
3.5. TripAdvisor
• Function: Review Collection Partner Program
• Automate post-visit review request and pulling published reviews.
3.6. SurveyMonkey
• Feature: Collect Responses API
• Automator sends custom review request forms to clients.
3.7. Mailchimp
• Function: Automations/Transactional Email
• Automates triggered emails for review collection and follow-ups.
3.8. Zendesk
• Feature: Triggers and Ticket Automations
• Automates client feedback requests after ticket resolution.
3.9. Salesforce
• Function: Flow & Process Builder
• Automates survey distribution based on client lifecycle.
3.10. HubSpot
• Feature: Workflows
• Automates post-service automated review invitations.
3.11. Aircall
• Feature: After Call Automation
• Automate SMS/email for review collection post-call.
3.12. Intercom
• Function: Custom Bots and Campaigns
• Automates review requests after chat sessions.
3.13. Zoho CRM
• Feature: Workflow Rules
• Triggers automated review request emails based on status.
3.14. Slack
• Feature: Incoming Webhooks
• Announces new online reviews in dedicated channels for team action.
3.15. Twilio
• Feature: Programmable SMS
• Automates SMS-based review requests after service.
3.16. SendGrid
• Function: Automated Email Sequences
• Sends out scheduled review collection emails.
3.17. Jotform
• Feature: Webhooks
• Automates sending collected reviews to other platforms.
3.18. Zapier
• Function: Automation Flows
• Chains review triggers and posts to multiple destinations.
3.19. WordPress
• Feature: REST API/Webhooks
• Automates publishing latest reviews to testimonials page.
3.20. Typeform
• Function: Responses API
• Automates data capture for reviews and pushes results to CRM.
3.21. ActiveCampaign
• Feature: Automations
• Sends automated review follow-ups based on contact activity.
Benefits
4.2. Automating feedback collection reduces manual intervention and potential error.
4.3. Timely, automated review reminders increase response rates.
4.4. Automation consolidates all reviews across platforms for unified reporting.
4.5. Review publication is automatedly synced across channels for consistent branding.
4.6. Proactive automatable management of negative reviews supports reputation protection.
4.7. Automation enables real-time insights into client satisfaction trends.
4.8. Automates client engagement cycles, reinforcing retention strategies.
4.9. Reduces operational load by automatedly handling repetitive tasks.
4.10. Reinforces corporate trust and reliability through ongoing automated client outreach.