Purpose
1.2. Enable real-time issue identification, testimonials acquisition, and facilitate two-way communication with clients following every session.
1.3. Aggregate feedback systematically for analytics and continuous improvement of programs and staff performance.
Trigger Conditions
2.2. Attendee participates in session and has email or mobile number on record.
2.3. Set time delay (e.g., 30 minutes–24 hours post-class).
2.4. Avoid repeat requests for attendees who have already submitted feedback for a session.
Platform Variants
• Feature/Setting: Use Messaging API — Send automated SMS requesting feedback after class completion.
• Sample: POST to /Messages with attendee phone, feedback link, custom template.
3.2. SendGrid
• Feature/Setting: Trigger Automated Email via Marketing Campaign API for review solicitation.
• Sample: Send transactional email with feedback form link and class/session reference.
3.3. Mailchimp
• Feature/Setting: Use Email Automations; configure journey triggered by class attendance event.
• Sample: Automated review email with dynamic class data included.
3.4. ActiveCampaign
• Feature/Setting: Automated Email Campaigns — trigger by integration with scheduling tool.
• Sample: Sequential feedback/thank you automation post-class.
3.5. HubSpot
• Feature/Setting: Workflow Automation — trigger post-attendance to send feedback request.
• Sample: Personalized review request with attendee name and class info.
3.6. Zoho CRM
• Feature/Setting: Workflow Rule — triggers email or SMS after class marked "Complete."
• Sample: Automated feedback survey link sent to client contact.
3.7. Google Forms + Gmail API
• Feature/Setting: Automated Gmail draft/sent with personalized Google Form link for reviews.
• Sample: mail.send with Google Form URL per client attendance.
3.8. Typeform + Outlook
• Feature/Setting: Early personalized feedback request via Outlook message with Typeform link.
• Sample: Email API call with dynamic Typeform URL mapping.
3.9. SurveyMonkey + Mailjet
• Feature/Setting: Trigger survey distribution to session attendees via Mailjet SMTP API after class.
• Sample: Mailjet send API; include SurveyMonkey feedback form.
3.10. Salesforce
• Feature/Setting: Process Builder auto-send review request when attendance record status changes.
• Sample: Email Alert or SMS action upon process trigger.
3.11. Freshdesk
• Feature/Setting: Feedback solicitation email via ticket follow-up workflow.
• Sample: Automation set to create follow-up after class ticket closure.
3.12. Intercom
• Feature/Setting: Automated message flows — trigger feedback message/chat post-session.
• Sample: Outbound chat with review widget after event.
3.13. WhatsApp Cloud API
• Feature/Setting: Send templated messages with feedback request and hyperlinks.
• Sample: Send message endpoint with attendee number and feedback form URL.
3.14. Constant Contact
• Feature/Setting: Automation Series; email with embedded review links post-class.
• Sample: Trigger on signup/class attendance for feedback email.
3.15. Slack
• Feature/Setting: Slackbot DM to instructor or admin with feedback link for attendee if permissioned.
• Sample: chat.postMessage action with dynamic feedback URLs.
3.16. Facebook Messenger API
• Feature/Setting: Auto-send Messenger reminder for review link after event marked complete.
• Sample: call /messages endpoint with personalized feedback request.
3.17. Microsoft Teams
• Feature/Setting: Post-meeting feedback prompt automated via Teams Bot.
• Sample: Bot sends adaptive card or message with feedback link.
3.18. Klaviyo
• Feature/Setting: Email flows triggered by integration with class management platform.
• Sample: Flow to send feedback/thank-you email after activity.
3.19. Pipedrive
• Feature/Setting: Activity Automation — create follow-up asking for class review via email.
• Sample: Automation triggers email or SMS after activity logged.
3.20. Zendesk
• Feature/Setting: Post-ticket automation — email or SMS request for class review to attendees.
• Sample: Triggered notification with survey or feedback link.
3.21. Viber Business API
• Feature/Setting: Send post-class feedback request with clickable form link.
• Sample: public_account.send_message with survey link.
3.22. Telegram Bot API
• Feature/Setting: Send automated post-class feedback collection message to clients.
• Sample: sendMessage with dynamic feedback URL.
Benefits
4.2. Reduces manual work for staff while maintaining a personalized client connection.
4.3. Enables trend analysis and continuous improvement by centralizing reviews.
4.4. Leverages omnichannel communication to maximize client reach and engagement.
4.5. Supports building a reputation via genuine, fresh testimonials across platforms.