Purpose
1.2 Reduce manual follow-up workload by automating messaging, tracking responses, and consolidating data for continuous improvement analytics.
1.3 Ensure every corporate booking receives a timely automated request for feedback, enhancing client relationship management and service standards.
Trigger Conditions
2.2 Optional automator triggers: status change to “Completed”, invoice closure, or entry of event feedback deadline in reservation system.
2.3 Manual override possible to automate post-event outreach where system completeness is uncertain.
Platform Variants
• Feature/Setting: Automated SMS sending via Message API. Configure trigger: reservation.complete → send SMS(template, client_number).
3.2 SendGrid
• Feature/Setting: Automated email via Send API. Create dynamic template with booking variables, triggered by reservation finish.
3.3 Mailchimp
• Feature/Setting: Automate email campaign using Journey Builder; trigger on contact field ‘event end date’.
3.4 HubSpot
• Feature/Setting: Workflow automation, trigger "Booking closed" → send feedback form email.
3.5 SurveyMonkey
• Feature/Setting: Automated survey request via Collectors API; schedule send after event end date.
3.6 Google Forms + Gmail
• Feature/Setting: Automator triggers email with form link; send via Gmail API after event end.
3.7 Salesforce
• Feature/Setting: Process Builder automates tasks—triggers on Opportunity “Closed Won” → sends feedback request (Email Alerts).
3.8 ActiveCampaign
• Feature/Setting: Automation flow; trigger post-booking tag → perform automated outreach via email/sms.
3.9 Zoho CRM
• Feature/Setting: Workflow Rules; automate email with feedback form post event-complete.
3.10 Microsoft Power Automate
• Feature/Setting: Scheduled flow; event triggers at reservation end sending Outlook/Teams feedback message.
3.11 Slack
• Feature/Setting: Automated Slackbot message to internal channel post-event to prompt account manager to follow up.
3.12 JotForm
• Feature/Setting: Autoresponder feature; automates feedback form link to event contact post booking.
3.13 Typeform
• Feature/Setting: Automate post-event survey delivery via the Typeform webhooks/API.
3.14 WhatsApp Business API
• Feature/Setting: Automatically sends templated feedback request on event end trigger.
3.15 Intercom
• Feature/Setting: Trigger automated message to client inbox after status "Event Complete".
3.16 Zendesk
• Feature/Setting: Automate survey ticket creation or email upon booking closure.
3.17 Pipedrive
• Feature/Setting: Workflow automation on deal “Won” pushing automated feedback link message.
3.18 Shopify (for bookings/equipment rental extension)
• Feature/Setting: Automated email campaign via Shopify Flow on order fulfilled.
3.19 Freshdesk
• Feature/Setting: Automator sends feedback ticket/email post-event.
3.20 Constant Contact
• Feature/Setting: Automated email via event reminder series post-reservation closure.
Benefits
4.2 Reduces administration workload through automating repetitive outreach and consolidating data automatically.
4.3 Enables scalable, rapid, and consistent feedback collection automatable for all corporate bookings.
4.4 Powers automated analytics extraction from collected feedback, optimizing future services.
4.5 Enhances customer experience by automating timely, branded, and personalized post-event interactions.
4.6 Fosters continual service improvement through automation catching trends in satisfaction or complaints.