Reviews, Feedback & Reputation Automations
Ask every customer for a review at the right moment, fix problems fast, and watch your reputation.
Online reviews drive local buying decisions, and the businesses with the most recent, most numerous reviews tend to win. The hard part is not asking; it is asking every customer, at the right moment, without forgetting.
These automations time review requests to the moment of delivery, ask every customer the same way, alert a manager the moment someone reports a problem so it can be fixed fast, and monitor what customers are saying across platforms.
All Reviews, Feedback & Reputation automations
CSI Survey Timing Automation
The manufacturer-required Customer Satisfaction Index survey is automatically sent after a purchase or service visit, timed to the specific window…
Invoice-Triggered Review Request
The moment a repair invoice is marked paid in the shop management system, this automation waits roughly two hours (enough time for the customer to…
Post-Service Pickup Review Request
A review request goes out automatically a few hours after the repair order is marked picked up, timed to when the customer's experience with the…
Review Response Time Tracker
The automation tracks how quickly the dealership responds to online reviews and alerts management whenever response time falls behind the target…
Post-Wash Review Request
A few hours after a wash or detail is completed, this automation automatically sends a review request timed to when the customer's vehicle looks its…
Escalating Review Reminder for Non-Responders
When a customer doesn't respond to the initial post-delivery review request sent through Klaviyo, this automation doesn't just resend the same…
Post-Delivery Review Request Flow
Instead of asking for a review the day an order ships, this automation waits until 4 days after the estimated delivery date, giving the customer…
Post-Purchase Review Request Automation
Five days after a Shopify or WooCommerce order shows as delivered, this automation automatically sends a review request through Klaviyo, timed so…
Post-Cancellation Exit Survey Automation
Members who cancel automatically receive a short survey asking why, with the responses feeding directly into a report management uses to improve…
Customer Testimonial Collection and Publishing
After a customer hits a positive milestone, a five-star support rating, a completed project, or a strong NPS score, Zapier automatically sends a…
Post-Purchase NPS and CSAT Survey Dispatch
Three days after an order ships or a service ticket closes, the CRM automatically triggers a short NPS survey through Delighted, asking customers to…
Press Mention Alerts and Media Log
The moment the company, a spokesperson, or a named product appears in a news article, podcast, or industry publication, a Google Alerts and Mention…
Real-Time Review Monitoring & Alert System
This automation checks Google, Yelp, and Facebook every 15 minutes for new reviews and instantly routes anything rated 3 stars or lower to a…
Review Request Timing Optimization
Rather than blasting every customer with a review request the moment an order closes, this workflow waits for the ideal window, calculated from…
HIPAA-Safe Patient Review Request System
Three days after a completed visit, this automation sends a short review request that references only the fact that the patient visited the…
Post-Visit Satisfaction Survey & Alert Routing
Within a few hours of every completed visit, this automation sends the patient a short two-question satisfaction survey by text or email asking how…
Provider-Specific Feedback Escalation System
Whenever patient feedback, whether from a post-visit survey, an online review, or a portal message, specifically names an individual provider, this…
Automated Review Request Sequence
As soon as an invoice is marked paid in the system, this automation sends the customer a text thanking them for their business with a direct link to…
Negative Review Alert & Recovery
The instant a new review posts online rating three stars or below, this automation sends an immediate internal alert to the customer experience…
Post-Job Review Request Automation
The second a technician marks a job complete in the field-service app, the customer receives a text thanking them for their business with a direct…
Technician-Review Correlation Alert
The automation automatically correlates customer reviews back to the specific technician who performed the job, alerting the HR and compliance…
Guest Satisfaction Survey & Service Recovery System
Every guest who checks out receives an automated satisfaction survey via text within two hours of departure.
Perfectly Timed Review Request System
At 9am the morning after a guest checks out, while the stay is still fresh in their mind, they automatically receive a friendly text or email asking…
Before/After Photo & Review Request
When a job is marked complete, this automation automatically pairs the before and after photos and sends a review request highlighting the…
Mid-Case Client Satisfaction Pulse Survey
For matters that have been open longer than a set threshold, typically 90 days, the automation automatically sends the client a short two-question…
Post-Case-Closure Review Request Automation
Once a matter is marked closed and successfully resolved in Clio, the automation automatically waits a set number of days, timed to when client…
Review & Testimonial Request System
This automation checks the practice management system daily for matters that have moved to closed status, and once a matter closes, it waits 10 days…
Referral & Review Request After Service
A few days after a completed service, this automation automatically sends a review request and a referral offer to the customer, timed for when the…
Client Satisfaction Pulse Check
After completing a major deliverable, a tax return, an audit, a financial model, this automation automatically sends the client a short satisfaction…
Post-Engagement Review Request
Once a filing, case, or policy is marked complete in the system, the client automatically receives a request to leave a review a few days later…
Post-Service Tenant Satisfaction Survey & Escalation
After a maintenance ticket is closed, the tenant automatically receives a short satisfaction survey asking how the repair went, and any low score is…
Satisfaction Trend Dashboard Alert
The automation tracks satisfaction survey results over time at the property level and automatically alerts the resident services manager the moment…
Post-Closing Review Request Automation
The moment a deal's status changes to Closed in the CRM, a short countdown begins, and a few days later the client automatically receives a warm…
Post-Closing Review Request System
Three days after a transaction records, once the excitement of moving has settled but the experience is still fresh, the client receives a…
New Review Response Speed Alert
The instant a new review posts to Yelp or Google, the reputation specialist and the general manager automatically receive an alert with the review's…
Online Review Response & Reputation Management System
Every time a new review is posted on Google, Yelp, or TripAdvisor, the system flags it, classifies the sentiment, and drafts a personalized response…
Post-Visit Review Funnel & Feedback Router
When the POS detects a closed check, the system waits two hours, then sends the guest a text or email asking one simple question: how was your visit?
Post-Visit Review Timing & Routing System
A review request goes out by text or email a few hours after the actual meal, not the booking time, timed to when the food and service are still…
Table-Side Feedback Kiosk Real-Time Alert
A low rating entered on a table-side feedback kiosk automatically alerts the floor manager in real time, giving them a genuine chance to walk over…
Third-Party Delivery Rating Drop Alert
The automation monitors ratings specifically on third-party delivery platforms and flags a drop in delivery-only scores separately from dine-in…
Third-Party Delivery Review Aggregator
Reviews left on DoorDash, UberEats, and Grubhub rarely surface anywhere the restaurant actually looks every day, so this system pulls new reviews…
Weekly Review Aggregation Digest
A weekly summary pulling reviews from Google, Yelp, and TripAdvisor into a single digest is automatically compiled and sent to management, replacing…
Feature Request Aggregation & Roadmap Voting System
Feature requests submitted through in-app widgets, support tickets, sales calls, and NPS follow-ups are all routed into a single product feedback…
Feature Request-to-Roadmap Tracker
When customers submit feature requests through support tickets, in-app feedback widgets, or sales calls, this automation automatically extracts and…
Guest Review Request & Response Automation
After checkout, this automation automatically requests a review from the guest, and separately drafts a suggested response to any review the host…
Post-Event Review & Referral Request System
One week after the event, this automation automatically sends the couple a thank-you message along with a review request routed to Google and The…
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