Review & Feedback Request Email Automation

Service Scope

Review & Feedback Request Email Automation is a fixed-scope email automation service for one business, one email marketing platform, and one review or feedback workflow with up to two automated emails.

Automatically request reviews, feedback, surveys, or satisfaction responses after an approved customer event such as purchase, delivery, appointment, or service completion.

Define the Feedback Trigger

We confirm the qualifying customer event, delay, audience exclusions, review or survey destination, follow-up logic, and stop conditions.

• Qualifying customer event
• Request timing
• Review or survey destination
• Reminder logic
• Exclusion and stop conditions

Build the Feedback Workflow

We configure one feedback automation with up to two emails and up to six native workflow actions.

• 1 feedback workflow
• Up to 2 automated emails
• Up to 6 workflow actions
• Review or survey link setup
• Reminder and stop logic

Testing and Validation

We test representative customer records and verify the trigger, delay, destination links, reminder behavior, and suppression conditions.

• Trigger validation
• Delay review
• Review or survey link check
• Reminder test
• Suppression check

What's Included

• 1 feedback workflow
• Up to 2 emails
• Up to 6 actions
• Review or survey CTA
• Reminder logic
• Testing and activation
• Implementation summary

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• A working review page, survey, feedback form, or approved response destination

Delivery and Revisions

Standard delivery is 4–6 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Review platform subscription
• Survey platform development
• Reputation management
• Response monitoring
• More than 2 emails
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic