Client feedback and review automation requests

Purpose

1.1. Automate collection, organization, and analysis of client feedback and reviews post-appointment for eyelash salons.
1.2. Enhance client engagement and retention through automated prompts, reminders, and review requests across channels.
1.3. Provide seamless, scheduled outreach for review requests, capturing actionable feedback, boosting online reputation, supporting staff performance measurement, and closing client experience gaps.
1.4. Enable visibility into review metrics and automate client follow-ups to resolve dissatisfaction swiftly.
1.5. Automate tagging, routing, and responding to feedback, escalating urgent reviews for management intervention.

Trigger Conditions

2.1. Automatedly initiated post-appointment checkout.
2.2. Automated timed delay (e.g., 2 hours or next morning) after service completion.
2.3. Custom field update in CRM to indicate “Service Completed” status.
2.4. Automated trigger on client’s “Thank you” confirmation SMS/email open.
2.5. Manual staff flagging for client needing personalized follow-up automation.
2.6. Recurring automation for regular clients after X visits.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS review requests.
• Configure: Use Messages API, automatedly send “Rate your experience at our salon” after appointment event.
3.2. SendGrid
• Feature/Setting: Automated email feedback collection.
• Configure: Use Mail Send API, schedule email post-checkout with feedback link.
3.3. Mailchimp
• Feature/Setting: Automated email sequences for review follow-ups.
• Configure: Audience triggers + Campaign API, send tiered reminders.
3.4. Google My Business API
• Feature/Setting: Automate sending clients review links directly.
• Configure: PlaceID + Reviews API, push “Leave a Review” URL via message.
3.5. Slack
• Feature/Setting: Automated feedback notifications to management.
• Configure: Incoming Webhooks, send review summaries to #client-feedback.
3.6. Zapier
• Feature/Setting: Automate multi-platform feedback workflow.
• Configure: Triggers/Actions for appointment apps → SMS/email/review forms.
3.7. SurveyMonkey
• Feature/Setting: Send automated feedback surveys post-visit.
• Configure: Webhooks or API, trigger custom surveys to clients.
3.8. Instagram DM (Meta API)
• Feature/Setting: Automated direct message to request socials review.
• Configure: Instagram Messaging API, auto-DM after tagged visit post.
3.9. Facebook Messenger (Meta API)
• Feature/Setting: Messenger bot automates feedback request/questionnaire.
• Configure: Send automated “How was your experience?” via Messenger API.
3.10. Typeform
• Feature/Setting: Embed automated feedback forms in SMS/email.
• Configure: Create feedback form, connect to email/SMS workflow via API.
3.11. HubSpot
• Feature/Setting: Automated client feedback workflow post-visit.
• Configure: Workflow Automation tool, trigger “Review Us” email from pipeline stage.
3.12. Calendly
• Feature/Setting: Automated feedback chain after event completion.
• Configure: Event ended trigger, send email/SMS survey via API call.
3.13. ActiveCampaign
• Feature/Setting: Automated email/SMS review sequences.
• Configure: Automations with “Completed Appointment” trigger, send feedback request.
3.14. Pipedrive
• Feature/Setting: Automate review request at deal stage “Service Completed.”
• Configure: Workflow Automation, email/SMS feedback solicitation via action.
3.15. Freshdesk
• Feature/Setting: Automated ticket creation for negative reviews.
• Configure: API trigger on bad feedback, escalate to support team.
3.16. Zendesk
• Feature/Setting: Route negative feedback to customer care automatedly.
• Configure: Feedback form integration, auto-create review response tickets.
3.17. Intercom
• Feature/Setting: Automated in-app or email feedback collection.
• Configure: Event-triggered messaging for post-service feedback.
3.18. Microsoft Teams
• Feature/Setting: Automated feedback alert posts for staff.
• Configure: Connector/Webhook, send live review notifications to staff channel.
3.19. Notion
• Feature/Setting: Automate organization/storage of received feedback.
• Configure: API integration to auto-append new responses to review database.
3.20. Jotform
• Feature/Setting: Send and collect automated feedback forms.
• Configure: API create/submission endpoint, triggered after each appointment.
3.21. Asana
• Feature/Setting: Automatedly assigns follow-up tasks from poor feedback.
• Configure: API, create new task for each escalation needed due to a review.

Benefits

4.1. Automatedly increases review collection rates and boosts online reputation.
4.2. Streamlines and automates client engagement tasks, saving time and human resources.
4.3. Automates reporting/analytics for actionable improvement based on feedback.
4.4. Allows targeted, personalized, and automated follow-up with dissatisfied clients.
4.5. Delivers consistent, brand-aligned client experience via automation, enhancing retention.
4.6. Reduces risk of oversight by ensuring feedback automation is reliable and recurring.