Client Management & CommunicationPurpose
Trigger Conditions
2.2. Scheduled interval (e.g., every 3/6/12 months since last visit) for wellness check-in.
2.3. Triggered by incoming client database update or calendar event.
2.4. Manual override by practitioner when needed.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure scheduled SMS via API and connect to client data fields.
• Sample: Schedule POST to Twilio endpoint with client mobile and message body.
3.2. SendGrid
• Feature/Setting: Email API — use scheduled transactional templates; personalize with dynamic fields.
• Sample: Create dynamic template; schedule message with recipient and client info JSON.
3.3. Mailchimp
• Feature/Setting: Use Automations > Date-Based Emails; trigger on client birthday custom field.
• Sample: Map audience field “Birthday”; set automated trigger.
3.4. Slack
• Feature/Setting: Schedule Message or use Reminders API to send check-ins in client-specific channels or DMs.
• Sample: Setup Reminder workflow for birthday date.
3.5. WhatsApp Business API
• Feature/Setting: Template message API; use scheduler to trigger on client date.
• Sample: Approve template; send via POST with client and date.
3.6. HubSpot CRM
• Feature/Setting: Workflow Automation; trigger email/SMS on contact property “Birthday” or last appointment.
• Sample: Create workflow; set enrollment on date field.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow; send mass email/SMS using scheduled jobs.
• Sample: Create process; set scheduled action.
3.8. ActiveCampaign
• Feature/Setting: Automations; birth date or custom field as trigger.
• Sample: Start automation “on contact birthday”; send message.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules; custom date field trigger for email/SMS.
• Sample: Configure rule with “Birthday” field.
3.10. Google Calendar
• Feature/Setting: Calendar API; set event reminders for birthdays/check-in intervals.
• Sample: Create recurring event; use API push notifications.
3.11. Outlook 365
• Feature/Setting: Power Automate (Flow); trigger based on contacts’ birthdays/calendar dates.
• Sample: Use “Contact’s birthday” as automation trigger.
3.12. Pipedrive
• Feature/Setting: Workflow Automations; date field triggers message action using connected mail/SMS.
• Sample: Set up automated action on custom date field.
3.13. Intercom
• Feature/Setting: Custom Bot Rules; trigger message on anniversary date in user profile.
• Sample: User property-triggered bots.
3.14. Klaviyo
• Feature/Setting: Flows; trigger birthday series via profile data.
• Sample: Use “Date of Birth” property to initiate automated flow.
3.15. Drip
• Feature/Setting: Workflow; date-based trigger for segments tagged by “Birthday.”
• Sample: Send automated message to birthday segment.
3.16. Viber Messaging API
• Feature/Setting: Use Send Message endpoint; schedule via backend.
• Sample: Schedule POST with user and message text.
3.17. Telegram Bot API
• Feature/Setting: Set webhook to monitor date; send message via sendMessage.
• Sample: Scripted trigger matching user date.
3.18. SMSGlobal
• Feature/Setting: SMS API; send scheduled bulk messages on selected dates.
• Sample: Schedule SMS task with client list and content.
3.19. Facebook Messenger Send API
• Feature/Setting: Setup recurring reminders via Message API.
• Sample: Map user IDs and schedule with date criteria.
3.20. Constant Contact
• Feature/Setting: Email Automation; trigger based on custom birthday field.
• Sample: Map birthday field, set automated send.
3.21. Freshdesk
• Feature/Setting: Automations; send notification to client on date-based filters.
• Sample: Rule to “Send Email” on custom field match.
Benefits
4.2. Reduces manual admin burden of tracking client milestones.
4.3. Improves appointment retention via regular check-ins.
4.4. Enables consistent, multi-channel communications using preferred client platforms.
4.5. Ensures seamless, error-free, and scalable outreach for large client bases.