Email
Feedback
Loyalty
Retention
E-commerce & Retail
Use-CasesN12: Post-Purchase Product Review Request
Email
Email
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Post-Purchase Product Review Request

Encourage satisfied customers to share product reviews by automatically sending a personalized email 30 days after purchase completion.
Goals
Improve customer satisfaction and loyalty
Industries
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Description

Boost trust and repeat purchases by turning real customers into advocates. This automation sends a personalized email asking users to review the products they purchased once their order reaches the “Completed” stage. By including direct links to each product, customers can easily submit feedback with minimal friction. With automatic consent checking, domain authentication, and event-based timing, this process builds credibility, gathers valuable insights, and increases post-purchase engagement.

Implementation Effort

Impact on a goal

Assets

Today 9:41
9:41
now
Automation
Today 9:41
9:41
now
Email
Outcome
Higher repeat purchase rates from engaged buyers
Improved brand credibility and customer trust
More verified product reviews and testimonials

Detail user scenario

Thirty days after a customer’s order is marked as “Completed,” the automation checks whether the user has a valid email address and active email consent. If both conditions are met, the system sends a personalized email listing all products from that order, each linked directly to its respective product page. This message invites the customer to share a review, helping strengthen brand reputation and future purchase influence. If email consent is not active, the message is skipped. All emails are tracked with a capping rule to avoid over-sending.

Step-by-step

  • 1
    Order completion trigger: When a deal’s stage updates to “Completed,” the system records the payment date. After 30 days, the automation evaluates whether the user qualifies for the review request
  • 2
    Consent verification and eligibility check: The system verifies that the user has a valid email address and email consent = TRUE. If both criteria are met, the automation continues; otherwise, it ends without sending
  • 3
    Personalized review email: An email is sent containing the product name, image, and direct URL for each item in the order. Each link leads the customer straight to the review section on the product page
  • 4
    Capping and tracking: To prevent excessive follow-ups, the system uses an event-based capping rule ensuring that each user receives only one review request per completed order. Engagement events such as clicks or review submissions are logged for reporting
  • 5
    (Optional) Enhanced automation: Optionally, links can trigger the review process automatically when clicked, creating a smoother review experience and higher response rates

Detail user scenario

Step-by-step

  • 1
    Order completion trigger: When a deal’s stage updates to “Completed,” the system records the payment date. After 30 days, the automation evaluates whether the user qualifies for the review request
  • 2
    Consent verification and eligibility check: The system verifies that the user has a valid email address and email consent = TRUE. If both criteria are met, the automation continues; otherwise, it ends without sending
  • 3
    Personalized review email: An email is sent containing the product name, image, and direct URL for each item in the order. Each link leads the customer straight to the review section on the product page
  • 4
    Capping and tracking: To prevent excessive follow-ups, the system uses an event-based capping rule ensuring that each user receives only one review request per completed order. Engagement events such as clicks or review submissions are logged for reporting
  • 5
    (Optional) Enhanced automation: Optionally, links can trigger the review process automatically when clicked, creating a smoother review experience and higher response rates

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Email Marketing

Send personalized emails that resonate with your users at the perfect moment.

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Embedded Forms

Get more data from users easily with embedded forms.

In-app Messages

Show pop-ups inside your mobile app to guide or inform your users.

Deals

Deals help you track sales opportunities and manage your pipeline efficiently.

Prerequisities
Email domain configuration
Implement Products
Note: The snippet tag in the email indicates that the stage 2 is completed. Adjust the snippet tag if you have a different order in your pipeline
Step by Step Guide
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Recommended data structure
User Attributes
User attribute is a named data field that describes a specific property of an user stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
email (standard) string
Consent email (custom) boolean
Product Attributes
A product attribute is a data field describing a property of a product, such as price, size, or color. It is stored on the product profile and can be used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
Name (standard) string
Product URL (standard) string
Image URL (standard) string
Deal Attributes
A deal represents a specific sales opportunity or business transaction that you want to track through your CRM process.
Attribute name Attribute type
stage (standard) integer
order_products (standard) JSON file format
Date paid (custom) datetime
Events
An event is a custom piece of information about something your user does.
Event name Event attributes
Capping email
Segments
Segments are dynamic groups generated based on predefined criteria, which update in real-time as user behaviors and attributes change.
Segment name Segment definition
Capping email Manages the marketing pressure of email - for 7 days
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Cheat Sheet
To bring your use-case to the next level check how you can use the following methods:
Customize the links so that they automatically trigger the review process upon click

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