Scheduled check-in emails post-purchase

Purpose

1.1. Automate scheduled post-purchase check-in emails to physiotherapy clinics and retailers, monitor customer experience, collect feedback, and trigger follow-ups for wholesale medical equipment orders.
1.2. Automating these workflows reduces manual interventions, increases customer satisfaction, automates feedback collection, supports warranty management, and enhances account nurturing.
1.3. Ensures every client receives consistent, timely check-ins, automated status updates, and automates escalation to customer service if needed.

Trigger Conditions

2.1. Automated trigger upon a completed purchase record in the CRM or ERP integrated into the wholesaler’s system.
2.2. Conditions: post-purchase timestamp, item-category = physiotherapy equipment, order status = delivered/invoiced, client in post-sale stage, no prior check-in email within policy duration.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure Process Builder or Flow automation to send scheduled emails using "Process Builder > Scheduled Actions > Email Alert".
3.2. HubSpot
• Feature/Setting: Use "Workflows" to automatically send post-purchase emails; set delay step after deal closure.
3.3. Zendesk Sell
• Feature/Setting: Automate with "Triggers > Email Notification" set for specific deal stage transitions.
3.4. Microsoft Power Automate
• Feature/Setting: Use "Automated Flow" to monitor Dynamics 365 Sales for new purchases, then send an email via Outlook Connector.
3.5. Mailchimp
• Feature/Setting: Use "Customer Journey > Post-Purchase Automation > Send Email" scheduled by order date.
3.6. ActiveCampaign
• Feature/Setting: Build "Automations > Trigger: Deal Stage Changed" to automating sending scheduled follow-up emails.
3.7. Zoho CRM
• Feature/Setting: Automate with "Workflow Rules > Time-Based Actions > Send Email" tied to post-invoice status.
3.8. Freshsales
• Feature/Setting: Configure "Workflow > Event: Deal Won > Action: Send Email" with scheduled delay.
3.9. Pipedrive
• Feature/Setting: Automate using "Workflow Automation > Deal Won > Automatically Send Email Template".
3.10. Intercom
• Feature/Setting: "Automated Series > Outbound Message > Scheduled Email" as post-purchase engagement.
3.11. Klaviyo
• Feature/Setting: "Flows > Metric Triggered > Placed Order > Time Delay > Send Check-In Email".
3.12. Oracle Eloqua
• Feature/Setting: "Campaign Canvas > Post-Purchase Segmentation > Wait Step > Send Email".
3.13. SendGrid
• Feature/Setting: Use "Marketing Campaigns > Automation > Post-Purchase Journey > Scheduled Email".
3.14. Marketo
• Feature/Setting: "Smart Campaigns > Trigger: Opportunity Closed > Wait Step > Send Email".
3.15. SAP Sales Cloud
• Feature/Setting: Automate follow-ups with "Workflow Rules > Post-Sales Email Notification".
3.16. Gmail API
• Endpoint: `users.messages.send` for sending automated check-in email post purchase; schedule via external trigger.
3.17. Outlook API
• Endpoint: `/me/sendMail` used in automating scheduled check-in emails from shared business inbox.
3.18. Twilio SendGrid API
• Endpoint: `/mail/send` automate sending transactional check-in emails post sales event.
3.19. Gorgias
• Feature/Setting: "Automation > Email Integrations > Scheduled Messaging on Order Status".
3.20. Retently
• Feature/Setting: Automate NPS post-purchase with "Surveys > Send Automation Triggered By Purchase Event".

Benefits

4.1. Automates repetitive tasks, reducing admin workload for sales teams.
4.2. Automatedly increases client engagement by timely, branded communication.
4.3. Automates feedback and testimonial collection for reputation management.
4.4. Supports automated detection of client issues for proactive service.
4.5. Ensures all post-sale obligations are fulfilled automatically, auditably, and on schedule.
4.6. Centralises post-sale client communication for analytics, automating insights and continuous improvement.