Client Management & CommunicationPurpose
1.2. Nurture stronger practitioner-client relationships via engagement touchpoints.
1.3. Meet compliance or accreditation standards for continuous improvement.
1.4. Automate follow-up tasks to reduce administrative burden.
1.5. Monitor practitioner performance trends for data-driven decisions.
Trigger Conditions
2.2. Manual tag/flag set in CRM post-treatment.
2.3. A certain period elapsed since the last visit or treatment.
2.4. Custom event (e.g., discharge, end-of-care plan).
Platform Variants
• Feature: Programmable Messaging API.
• Setting: Configure webhook to send SMS survey links automatically after marked attendance.
• Example: Call POST /Messages with recipient number, survey link, and session data.
3.2. SendGrid
• Feature: Marketing Campaigns API.
• Setting: Set up survey emails triggered by client status update.
• Example: Use /mail/send endpoint with template and dynamic fields for personalization.
3.3. HubSpot
• Feature: Workflows + Feedback Surveys.
• Setting: Automate follow-up survey after deal/appointment is completed.
• Example: Trigger workflow on appointment completion property change.
3.4. Salesforce
• Feature: Process Builder + Surveys.
• Setting: Automated process launches survey email via Surveys API post-case closure.
• Example: Process triggers survey invitation creation.
3.5. Zendesk
• Feature: Triggers + Satisfaction Ratings.
• Setting: Auto-send customer satisfaction survey after ticket solved.
• Example: Trigger "Send Email" when ticket status = solved.
3.6. Mailchimp
• Feature: Automations.
• Setting: Schedule feedback campaign upon client list update.
• Example: Automation with condition on new entry in "Recent Visits" segment.
3.7. Jotform
• Feature: Prefilled Surveys.
• Setting: Generate personalized links upon event hook.
• Example: Use prefill API for client-specific surveys.
3.8. SurveyMonkey
• Feature: Webhooks + Response Collector.
• Setting: Auto-generate survey links and send after each session.
• Example: Webhook triggers POST to client with unique survey link.
3.9. Google Forms
• Feature: Apps Script + Email Notifications.
• Setting: Script sends prefilled survey URL after completion logged in Google Sheets.
• Example: Trigger Apps Script on new row added.
3.10. Typeform
• Feature: API Integration + Hidden Fields.
• Setting: Send customized survey link post-appointment.
• Example: Use POST /responses with client data and URL parameters.
3.11. ActiveCampaign
• Feature: Automations + Email Campaigns.
• Setting: Trigger survey emails using automation rule on contact activity.
• Example: "Visited" tag triggers survey email.
3.12. Zoho CRM
• Feature: Workflow Rules + Zoho Survey.
• Setting: Set workflow to send survey post-appointment record update.
• Example: API uses "Send Survey" function based on field change.
3.13. Intercom
• Feature: Automated Messages.
• Setting: Send in-app or email surveys after session log.
• Example: Set rule for "Session Completed" event.
3.14. Slack
• Feature: Workflow Builder + Slackbot Surveys.
• Setting: Slackbot sends survey via DM when appointment channel gets a "completed" message.
• Example: Trigger workflow for specified channel activity.
3.15. Microsoft Power Automate
• Feature: Flows + Microsoft Forms.
• Setting: Flow sends form link to client email post-appointment.
• Example: Set flow trigger via Outlook/Calendar API.
3.16. WhatsApp Business API
• Feature: Messaging API.
• Setting: Automated feedback request sending post-visit.
• Example: POST to /messages endpoint with feedback prompt.
3.17. Freshdesk
• Feature: Automations + Feedback Surveys.
• Setting: Trigger survey email after ticket resolution.
• Example: Automation rule on "status = closed."
3.18. Pipedrive
• Feature: Workflow Automation + Custom Activities.
• Setting: Send survey after deal/appointment marked won/completed.
• Example: Automation triggers POST to survey service.
3.19. Calendly
• Feature: Webhooks + Email Integrations.
• Setting: Send survey link upon event completion.
• Example: Webhook fires on meeting status "held."
3.20. Constant Contact
• Feature: Event Automation + Survey Pages.
• Setting: Automate survey delivery after scheduled event.
• Example: Trigger sends event-specific survey.
3.21. MailerLite
• Feature: Automation + Survey Blocks.
• Setting: Deliver surveys upon segment entry or tag update.
• Example: Send campaign to clients labeled as "recent visit."
Benefits
4.2. Reduces manual work for practitioners and staff, allowing more client-facing time.
4.3. Enables longitudinal tracking of service quality trends for continuous improvement.
4.4. Streamlines compliance with standards and review procedures.
4.5. Boosts engagement and retention through systematic client follow-up.