Customer Management & EngagementPurpose
1.2. Drive customer engagement, automate quality improvement, boost repeat business, and maintain regulatory compliance via automating structured communication sequences.
1.3. Ensure all feedback is collected, routed, and analyzed in real-time, automating actionable insights for store managers and corporate teams.
Trigger Conditions
2.2. Feedback request sent automatically after lottery ticket redemption.
2.3. Automate workflow initiation when a customer signs up or updates their loyalty profile.
2.4. Trigger automation for feedback request after significant prizes are claimed.
2.5. Automated schedule-based feedback automation (e.g., monthly, quarterly).
2.6. Automated escalation for low ratings or negative keywords detected in responses.
Platform Variants
3.1. Twilio
• Feature/Setting: Automate SMS by configuring POST to /Messages API; personalize message with customer data.
3.2. SendGrid
• Feature/Setting: Automate email feedback request via v3/mail/send API; use dynamic templates for custom branding.
3.3. Zendesk
• Feature/Setting: Automates ticket creation with customer feedback through Tickets API; automate alerts for negative sentiment.
3.4. SurveyMonkey
• Feature/Setting: Automate survey delivery using Create and Send Survey endpoint; auto-sync results.
3.5. Mailchimp
• Feature/Setting: Automate feedback request campaign via Automated Emails; segment list by purchase activity.
3.6. Facebook Messenger (Meta for Developers API)
• Feature/Setting: Automate message sending through Send API; automate feedback collection via Quick Replies.
3.7. WhatsApp Business API
• Feature/Setting: Automate WhatsApp feedback invitation with POST /messages; template messages pre-approved.
3.8. Google Forms
• Feature/Setting: Automate form link delivery by email/SMS; auto-collect responses into Sheets.
3.9. Salesforce
• Feature/Setting: Automate task generation and survey send using Flows or Survey Invitation API.
3.10. Typeform
• Feature/Setting: Automate form send via Webhooks; real-time push submission data to CRM.
3.11. Intercom
• Feature/Setting: Automate message sequence upon ticket-close using Custom Bots.
3.12. HubSpot
• Feature/Setting: Automate feedback email using Workflows and Survey Tool; sync response data.
3.13. Freshdesk
• Feature/Setting: Automate ticket generation for negative responses using Feedback API trigger.
3.14. Pabbly
• Feature/Setting: Set up automate email sequences; connect triggers with webhook events.
3.15. Klaviyo
• Feature/Setting: Automate post-purchase flow using Flow Builder; include dynamic feedback request.
3.16. Google Sheets + Apps Script
• Feature/Setting: Automate tracking responses; Apps Script to send follow-up based on input.
3.17. Slack
• Feature/Setting: Automate notifications to team channels via Incoming Webhooks for urgent feedback.
3.18. ActiveCampaign
• Feature/Setting: Automate feedback series and SMS/email using Automations builder.
3.19. Zoho Survey
• Feature/Setting: Automate survey dispatch; auto-import results to Zoho CRM.
3.20. Monday.com
• Feature/Setting: Automate board updates with feedback status; trigger alerts for poor scores via automations.
3.21. Voice API (e.g., Plivo, Nexmo)
• Feature/Setting: Automate voice call surveys post-transaction; capture DTMF for ratings.
3.22. Telegram Bot API
• Feature/Setting: Automate sending review requests; process message replies automatically via Bot Webhooks.
Benefits
4.2. Automated responses and escalations improve issue resolution speed.
4.3. Automating multi-channel delivery maximizes customer reach.
4.4. Automation of analytics provides immediate insights for business decisions.
4.5. Automates compliance reporting and customer satisfaction tracking.
4.6. Enables scale—automated workflows handle feedback volume spikes.
4.7. Automated scheduling ensures timely and consistent feedback cycles.