Systematic rating and review requests for partners

Purpose

1.1. Automate systematic sending of rating and review requests to manufacturing home transport partners and vendors.
1.2. Automates the process of soliciting structured feedback after each completed transport, ensuring consistent partner evaluation.
1.3. Automates data collection for partner performance metrics, aiding audit, compliance, and partnership decisions.
1.4. Provides an automated channel for partners to express concerns or satisfaction, supporting ongoing process improvement.
1.5. Automating engagement ensures timely, repeatable communication without manual intervention.

Trigger Conditions

2.1. Automatedly trigger upon completion or confirmation of a transport job in TMS or ERP system.
2.2. Automation triggers on status change of shipment delivered or invoice payment confirmed.
2.3. Automate on periodic schedules for recurring review cycles (e.g., monthly/quarterly reviews).
2.4. Trigger by partner’s anniversary date or milestone volumes.
2.5. Manual automation trigger by management via dashboard for instant review requests.

Platform Variants

3.1. Twilio SMS
3.1.1. Feature/Setting: Use Twilio Programmable SMS to automate sending review request messages via API; configure to use transport completion webhook, e.g., POST /Messages.
3.2. SendGrid
3.2.1. Feature/Setting: Automate transactional email via SendGrid API using dynamic templates configured with review links; use /mail/send endpoint.
3.3. Mailgun
3.3.1. Feature/Setting: Automate trigger-based review emails using Mailgun sending API; e.g., POST /messages with custom subject and content.
3.4. HubSpot
3.4.1. Feature/Setting: Automate marketing workflow to send review requests post-transport; use HubSpot Workflows and "Send email" action.
3.5. Salesforce
3.5.1. Feature/Setting: Automate task creation or messaging via Process Builder or Flow; trigger on record update of transport job.
3.6. Slack
3.6.1. Feature/Setting: Automate direct Slack reminders to account managers to request partner reviews; Slack API chat.postMessage.
3.7. Microsoft Teams
3.7.1. Feature/Setting: Automate Teams channel messages after each completed job; Microsoft Graph API /chats/{id}/messages.
3.8. WhatsApp Business API
3.8.1. Feature/Setting: Automate sending of review request templates after job status update via POST /messages.
3.9. Google Forms
3.9.1. Feature/Setting: Automate personalized invitation emails with unique Google Form links using Apps Script Triggers.
3.10. Typeform
3.10.1. Feature/Setting: Automate sending custom Typeform links via integrations post-transport confirmation.
3.11. Zoho CRM
3.11.1. Feature/Setting: Automate email workflow actions when a deal changes stage to “Completed”; Zoho Workflow Automation.
3.12. Monday.com
3.12.1. Feature/Setting: Automate status-triggered automated emails using Monday automations, e.g., “When status changes to Done, send email”.
3.13. Pipedrive
3.13.1. Feature/Setting: Automate activities or emails on completed deals using Workflow Automations.
3.14. SurveyMonkey
3.14.1. Feature/Setting: Automate post-transport survey invitations with API triggers on job completion.
3.15. Intercom
3.15.1. Feature/Setting: Automate in-app messages requesting reviews after transport milestones, using Automation Rules.
3.16. Zendesk
3.16.1. Feature/Setting: Automate automated ticket creation for follow-up if no review is received in two days; Zendesk Triggers & Automations.
3.17. Google Sheets
3.17.1. Feature/Setting: Automate entry of sent review requests and responses via Sheets API or Apps Script after each shipment.
3.18. Airtable
3.18.1. Feature/Setting: Automate partner record updates and reminders using Airtable Automations and custom emails.
3.19. Freshdesk
3.19.1. Feature/Setting: Automate post-transport satisfaction survey tickets using Workflow Automator.
3.20. ActiveCampaign
3.20.1. Feature/Setting: Automate targeted review request automation via “Deals” segment triggers.

Benefits

4.1. Automated process increases partner response rates and standardizes data collection.
4.2. Automates partner evaluation, providing real-time insights for management.
4.3. Reduces manual workload by automating all outreach, reminders, and follow-up.
4.4. Automation identifies at-risk partners through the lack of engagement.
4.5. Automates historical tracking for audit and compliance purposes.
4.6. Enables continuous improvement via automated analytics feedback loops.
4.7. Automating improves transparency and partner satisfaction tracking.