Marketing, Reviews & RetentionPurpose
1.2. Automating feedback solicitation to enhance marketing, social proof, and retention efforts by capturing positive client experiences.
1.3. Drive testimonial gathering from multiple channels, centralize storage, trigger automated review reminders, and publish curated content.
1.4. Ensure a continuous, streamlined automation loop for capturing, vetting, and displaying client feedback across websites and platforms.
Trigger Conditions
2.2. On satisfaction survey completion indicating a positive experience (e.g., rating ≥ 8/10).
2.3. Manual trigger by service desk/CSR when verbal feedback is given.
2.4. Scheduled automation to request testimonials after 7, 14, or 30 days post-job completion.
Platform Variants
• Feature/Setting: Automated SMS; set up API to send custom testimonial request messages.
3.2. SendGrid
• Feature/Setting: Automated email campaigns; use Send Email API with dynamic content blocks for feedback links.
3.3. Google Forms
• Feature/Setting: Automated form creation and email/SMS embedding; use Forms API to generate submission links.
3.4. Typeform
• Feature/Setting: Automatedly request feedback; use the Typeform API ‘Create Response’ endpoint.
3.5. HubSpot
• Feature/Setting: Automated feedback workflows; use Workflow Automation + CRM API to send testimonials requests.
3.6. Salesforce
• Feature/Setting: Automatedly trigger post-service email/SMS with feedback forms from Service Cloud Workflows.
3.7. Slack
• Feature/Setting: Automated internal notification via Incoming Webhooks for new testimonials.
3.8. Google Sheets
• Feature/Setting: Auto-aggregate testimonial data via Sheets API; append new responses programmatically.
3.9. Intercom
• Feature/Setting: Automated in-app messages; configure Campaigns API to request reviews.
3.10. Zendesk
• Feature/Setting: Automated triggers and macros; send customer satisfaction surveys using Support API.
3.11. SurveyMonkey
• Feature/Setting: Automated survey invitations; use Webhooks to trigger new testimonial surveys.
3.12. Mailchimp
• Feature/Setting: Automated post-service email journeys; use Automation API for review requests.
3.13. WhatsApp Business API
• Feature/Setting: Automatedly send feedback requests using the Message endpoint.
3.14. Facebook Messenger
• Feature/Setting: Automated bot messages to clients for testimonial collection via Send API.
3.15. Google My Business
• Feature/Setting: Automate review requests with Review Requests API; monitor new posted reviews.
3.16. Trustpilot
• Feature/Setting: Use Invitation API to automate review requests post-service delivery.
3.17. Yelp Fusion API
• Feature/Setting: Automatedly monitor incoming reviews, aggregate, and analyze sentiment.
3.18. Zoho CRM
• Feature/Setting: Workflow automation to email/SMS; use API for post-service communication.
3.19. Pipedrive
• Feature/Setting: Automator triggers on deal marked as won; request testimonials via API.
3.20. Airtable
• Feature/Setting: Automated testimonial database; create update and append actions using API.
3.21. Calendly
• Feature/Setting: Automate post-appointment feedback requests via Webhooks and Event API.
3.22. Freshdesk
• Feature/Setting: Automatedly send customer satisfaction surveys after ticket resolution using Automations and API.
3.23. Microsoft Power Automate
• Feature/Setting: Workflow to chain feedback collection, API integration across email/SMS/forms.
Benefits
4.2. Automator-driven workflows increase completion rates for review solicitation.
4.3. Automation centralizes testimonial data for easier marketing content curation.
4.4. Automated monitoring detects and responds to new reviews in near real-time.
4.5. Automation loops foster retention by showing clients their feedback is valued.
4.6. Faster, automated publishing of positive testimonials boosts brand trust signals.