Client Care and Aftercare Follow-UpPurpose
1.2. Automates post-appointment engagement, educates clients on ongoing care routines, tracks progress, and builds loyalty through continual, targeted interaction.
1.3. Purpose includes automating content selection based on client profile, treatment type, preferences, feedback, and activity history for high-touch, proactive client care.
Trigger Conditions
2.2. New wellness product purchased or prescribed.
2.3. Custom triggers such as client’s milestone (e.g., 1 week after treatment), feedback submission, or inactivity beyond a set period.
2.4. Automated triggers based on CRM field updates or web form submissions.
Platform Variants (20 Examples)
3.1. Twilio SMS
• Feature/Setting: Automate SMS content delivery using Twilio Messaging API; configure automated flows with scheduled or conditional messaging.
3.2. SendGrid
• Feature/Setting: Automate personalized email distribution leveraging SendGrid’s Marketing Campaigns API and dynamic templates for aftercare.
3.3. Mailchimp
• Feature/Setting: Automator uses Mailchimp Journeys to automate targeted tips based on tags/segments with autoresponders.
3.4. HubSpot
• Feature/Setting: Automate follow-ups using Workflow automation and personalized content blocks via CMS APIs.
3.5. ActiveCampaign
• Feature/Setting: Automate delivery via Automations builder; send tailored advice triggered by tags or behavior.
3.6. WhatsApp Business API
• Feature/Setting: Automate direct content delivery with templated, personalized WhatsApp messages.
3.7. Facebook Messenger API
• Feature/Setting: Automator uses Messenger Send API; configure triggers from Facebook page activity or CRM.
3.8. Viber Business Messages
• Feature/Setting: Automated content delivery via Viber API with personalization and opt-in management.
3.9. Drip
• Feature/Setting: Automate targeted workflows using event triggers and dynamic content per user profile.
3.10. Klaviyo
• Feature/Setting: Automate SMS/email sequences based on custom flows using Klaviyo API and event properties.
3.11. Intercom
• Feature/Setting: Automate tips via Series (multi-channel sequences) and behavior-based triggers in Intercom workspace.
3.12. Salesforce
• Feature/Setting: Automate journeys with Einstein Bots or Flow builder leveraging Service Cloud APIs for timely triggers.
3.13. Zapier
• Feature/Setting: Automatable multi-app workflows for custom triggers — e.g., Google Sheets appointment marks trigger content via various channels.
3.14. Slack
• Feature/Setting: Automate posting of reminders or aftercare tips in dedicated client channels using Slack Bot API and scheduled messages.
3.15. Google Calendar
• Feature/Setting: Automate event-based reminders with Google Calendar API — sending care tips after designated treatment dates.
3.16. Zendesk
• Feature/Setting: Automator sends automated ticket responses or follow-up content post-solving support requests.
3.17. Smartsheet
• Feature/Setting: Automation triggers content delivery from updated sheet rows linked to client touchpoints.
3.18. Microsoft Teams
• Feature/Setting: Schedule direct client messages or group notifications using Teams Bot APIs and scheduled workflows.
3.19. Wix Automations
• Feature/Setting: Automates personalized follow-up messages using Wix Triggered Emails with custom template logic.
3.20. Shopify (via Flow App)
• Feature/Setting: Automated care tips sent after specific product purchases or booking events using Shopify Flow triggers and email/SMS apps.
Benefits
4.2. Automated workflows reduce manual staff workload, ensuring consistent outreach, and improving client retention metrics.
4.3. Dynamic, automatable personalization boosts program adoption and satisfaction.
4.4. Advanced automating enables tracking of client responses and iterative improvement of content based on automated analytics.
4.5. Automation empowers scalability—servicing more clients with the same or better personalized aftercare, driving beauty & wellness business growth.