Automated feedback request after delivery

Purpose

1.1. Automate the process of requesting customer feedback immediately after a product delivery in a packaging supply store.
1.2. Automates post-delivery communication via SMS, email, or chat to enhance customer engagement and collect actionable insights.
1.3. Ensures each order triggers a uniquely-timed, personalized feedback request, automatedly adapting by product category, delivery channel, or customer segment.
1.4. Automates follow-up escalation if feedback is not received within a set timeframe, automating reminders and closing the loop with support teams.

Trigger Conditions

2.1. Automated trigger on status update to ‘Delivered’ in shipping or POS system.
2.2. Automates on scheduled time post-delivery (e.g. 2 hours, 1 day).
2.3. Automates based on trigger from courier API webhooks (e.g. FedEx, UPS delivery confirmation).
2.4. Triggers can be automated on manual order status change or automatedly from inventory management workflow completion.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure Twilio Programmable Messaging API “Send SMS”. Use delivery status webhooks to automate message triggers.
3.2. SendGrid
• Feature/Setting: Use SendGrid v3 Mail Send API to automate transactional email after delivery status detected from order management.
3.3. Mailchimp
• Feature/Setting: Automate with Customer Journey triggers on tag update or API-triggered event for feedback campaign.
3.4. HubSpot
• Feature/Setting: Use Workflows → Automated Email. Trigger workflow on deal or ticket “Delivered” property change.
3.5. Zendesk
• Feature/Setting: Automate via Triggers/Automations – set to send CSAT email on ticket or order solution (custom field 'Delivered').
3.6. Salesforce
• Feature/Setting: Process Builder or Flow automation to send "Survey Invitation" email post-delivery status, automate reminder tasks.
3.7. Shopify
• Feature/Setting: Flow App automation on “Order Delivered” status change, triggering third-party email, SMS, or in-app notification.
3.8. ActiveCampaign
• Feature/Setting: Automate via “Automations” when custom field like “Delivery Date” is updated, activating feedback email/SMS series.
3.9. Google Sheets
• Feature/Setting: Sheet trigger using Apps Script; when delivery row added/updated, automate sending feedback request via integrated email/SMS tools.
3.10. Microsoft Power Automate
• Feature/Setting: Use “When an item is modified” trigger on SharePoint or Excel, then automate “Send Email” or “Send SMS” actions.
3.11. Klaviyo
• Feature/Setting: Automated flows triggered by integration with fulfillment apps, sending survey or feedback email on order-status webhooks.
3.12. WebEngage
• Feature/Setting: Journey automation on custom event “Order Delivered”, automate cross-channel feedback messages.
3.13. Intercom
• Feature/Setting: Automatedly send in-app or email message with feedback survey triggered by delivery event update via API.
3.14. SurveyMonkey
• Feature/Setting: Configure SurveyMonkey API Webhooks to send feedback link triggered by order-management apps.
3.15. Typeform
• Feature/Setting: Automate feedback form link via integration, triggered by new record in CRM or delivery platform.
3.16. Slack
• Feature/Setting: Use Incoming Webhooks to automate alerting internal channel when feedback request is sent/received.
3.17. Freshdesk
• Feature/Setting: Automate CSAT survey email using scenario automations post ticket/resolution marked as “Delivered”.
3.18. Constant Contact
• Feature/Setting: Trigger feedback email automation on list update or API event indicating delivery.
3.19. JotForm
• Feature/Setting: Automate distribution of feedback forms via API when triggered by CRM or order update.
3.20. Zoho CRM
• Feature/Setting: Automate “Workflow Rules” to send email or SMS feedback request when order module is updated to ‘Delivered’.
3.21. WhatsApp Business API
• Feature/Setting: Automate message template dispatch post-delivery status update via API integration.
3.22. Gorgias
• Feature/Setting: Automate CSAT email post-fulfillment using rules when Shopify order status or custom attribute is marked ‘Delivered’.

Benefits

4.1. Automates customer feedback collection, saving manual outreach time and reducing errors.
4.2. Enables real-time, automated insights into service quality and packaging supply satisfaction.
4.3. Automates escalation and issue tracking where negative feedback is detected, automating support ticket creation.
4.4. Scalable automation, adaptable for email, SMS, WhatsApp, or chat, automating multi-channel touchpoints.
4.5. Increases response rates via automated personalized timing and messaging, improving loyalty and repeat business.