Marketing and Communication AutomationPurpose
1.2. Automates aggregation and response tracking for customer reviews across several platforms.
1.3. Enables automating follow-up reminders for unfulfilled review requests to drive higher engagement and reputation management.
1.4. Streamlines marketing analysis by automating review data collection and reporting for continuous improvement.
Trigger Conditions
2.2. Automation triggered after closed service work order in RV dealership CRM.
2.3. Automated scheduler initiates review sequence X hours/days post-customer handover.
2.4. Automates manual trigger via sales or service representative dashboard.
Platform Variants
• Feature/Setting: Automated SMS API — configure flow to send post-sale review invite, set sender ID to dealership name.
3.2. SendGrid
• Feature/Setting: Automation API — automator integrates with review request email template, dynamic links per client.
3.3. Mailgun
• Feature/Setting: Messages API — configure automated sending to customer segment upon closed service ticket.
3.4. Gmail
• Feature/Setting: Gmail API — automate personalized review email dispatch, label tracking for replies.
3.5. Outlook365
• Feature/Setting: Send Mail (Graph API) — configure automated review invites, conditional follow-ups based on open status.
3.6. HubSpot
• Feature/Setting: Workflows — automate triggers from closed deals/service, send review request emails/SMS.
3.7. Salesforce
• Feature/Setting: Flow Builder — automates outreach based on opportunity closure or custom field update.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules — auto-send review requests via Zoho Mail or SMS on deal/service completion.
3.9. Facebook (Meta) Messenger
• Feature/Setting: Messenger API — automate sending review links post-sale with personalized greeting.
3.10. WhatsApp Business
• Feature/Setting: Cloud API — automate message with review request link, supports feedback collection.
3.11. Google My Business
• Feature/Setting: Google My Business API — automate aggregation of submitted reviews, monitor response rates.
3.12. Trustpilot
• Feature/Setting: Invitation API — automated trigger of review invites with dealership branding.
3.13. Podium
• Feature/Setting: Review Automator — setup automated sequence triggered by CRM event.
3.14. Birdeye
• Feature/Setting: Automatic Review Requests — integrate and automate personalized review invites via SMS/E-mail.
3.15. Yotpo
• Feature/Setting: Review Request API — automate multi-channel post-purchase review solicitation.
3.16. Slack
• Feature/Setting: Webhooks/API — automated internal notifications for new or negative reviews.
3.17. Pipedrive
• Feature/Setting: Automation Workflows — trigger review request email when a deal moves to “won” stage.
3.18. ActiveCampaign
• Feature/Setting: Automations — configure email/SMS review sequences post-transaction.
3.19. Zendesk
• Feature/Setting: Triggers/Automations — automate review requests after service tickets are closed.
3.20. Marketo
• Feature/Setting: Smart Campaigns — automate review invites after custom triggers from sales/service data.
Benefits
4.2. Enhances consistency and accuracy in review solicitation by automatedly sending personalized content.
4.3. Centralizes feedback aggregation with automated routing, facilitating rapid response to customer sentiment.
4.4. Automatically follows up for unsubmitted reviews, boosting overall participation and business reputation scores.
4.5. Supports continuous improvement through automated analytics and insight generation from review data.