Customer Relationship & SupportPurpose
1.2. Automates gathering actionable insights to improve products, service quality, and ongoing customer relationship management for plastics distribution.
1.3. Enables consistently automated monitoring of customer satisfaction and rapid response to potential issues in the general plastics sub-industry.
1.4. Automates outreach to wholesale buyers, supporting long-term loyalty by demonstrating commitment to service improvement.
Trigger Conditions
2.2. Automate initiation after a set period (e.g., 48–72 hours post-delivery) has elapsed to ensure product receipt and initial use.
2.3. Automation can run on specified days/times for batch feedback requests (e.g., daily at 5:00 PM).
2.4. Automator triggers on specific SKU, client account type, or high-value orders for targeted automated feedback gathering.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automate with "Customer Journey" builder; trigger on contact added to post-purchase audience, configure feedback email template.
3.2. HubSpot
• Feature/Setting: Automate using “Workflows” and “Feedback Survey” module, connect to Deals pipeline stage “Closed-Won”.
3.3. Salesforce
• Feature/Setting: Automate using “Process Builder”; trigger by Opportunity Stage, connect to “Survey Invitation” action via API.
3.4. Zendesk
• Feature/Setting: Automate via “Triggers and Automations”; send automated CSAT request after ticket solved linked with order number.
3.5. Microsoft Power Automate
• Feature/Setting: Automate a “Flow” to monitor ERP status, email feedback request using Outlook connector.
3.6. Google Forms + Gmail
• Feature/Setting: Automate with Google Apps Script; script sends automated feedback form link post-purchase.
3.7. Twilio SMS
• Feature/Setting: Automate via programmable SMS API; message template triggered upon webhook from order management system.
3.8. SendGrid
• Feature/Setting: Automate transactional template via Email API, trigger on new fulfilment record.
3.9. Typeform
• Feature/Setting: Automate sending Typeform link via API, integrate with CRM for delivery event trigger.
3.10. SurveyMonkey
• Feature/Setting: Automate invitation email via API, triggered post-ERP delivery confirmation.
3.11. Pipedrive
• Feature/Setting: Automate workflow on “Deal Won”; connect to feedback form dispatch via email or SMS using integrations.
3.12. ActiveCampaign
• Feature/Setting: Automate “Automation Builder”/“Post-Purchase Feedback” workflow, trigger after order tag applied.
3.13. Klaviyo
• Feature/Setting: Automate “Flow” triggered by order data webhook to dispatch post-purchase feedback email.
3.14. Intercom
• Feature/Setting: Automate with “Series”; send in-app message/email based on custom event (“Order Delivered”).
3.15. Shopify (Plus)
• Feature/Setting: Automate via “Flow” app; trigger on fulfillment status “Delivered” and send feedback email.
3.16. Freshdesk
• Feature/Setting: Automate “Scenario Automations” to email feedback link after ticket/order closure.
3.17. Zoho CRM
• Feature/Setting: Automate “Workflow Rules” to send survey link when custom order status field is updated.
3.18. monday.com
• Feature/Setting: Automate with “Automations”; on item status “Delivered”, notify client with feedback request.
3.19. Slack
• Feature/Setting: Automate notification to internal channel to follow up or trigger external integration for SMS/email feedback.
3.20. Airtable
• Feature/Setting: Automate using scripting block/automations to email feedback form when ‘Order Delivered’ record is logged.
Benefits
4.2. Consistently automates data collection for analysis, providing actionable insights into product quality and service gaps.
4.3. Automatedly improves client retention through timely engagement and resolution of issues.
4.4. Reduces manual workload, decreasing potential for human error through end-to-end automating of post-order customer journeys.
4.5. Automation increases speed and accuracy in gathering feedback, helping the plastics wholesaler react proactively to market needs.