Feedback collection after sessions

Purpose

1.1. Automate the collection of client feedback after each aromatherapy session to improve service quality, client retention, reputation, and insights.
1.2. Automated feedback requests ensure consistent collection, reduce manual work, and aggregate data for analysis.
1.3. Leverage automators to schedule, send, track, and report on client feedback automatically via multiple channels.
1.4. Purpose includes using automated flows to enhance customer engagement, identify improvement areas, and personalize follow-ups for increased satisfaction and loyalty.

Trigger Conditions

2.1. Session status marked as “Completed” in booking or CRM platform (e.g., after a client’s aromatherapy treatment).
2.2. X hours/days after appointment end-time, automated trigger sends feedback request.
2.3. Trigger upon payment confirmation, session check-out, or client departure.
2.4. Recurring trigger for regular clients, automating feedback collection every nth session.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS campaign with trigger via Twilio Programmable Messaging API; configure outgoing template, client phone list, trigger webhook on session completion.

3.2. SendGrid
• Feature/Setting: Automated email feedback requests via SendGrid Marketing Campaigns API; set up automation workflow with template and recipient mapping.

3.3. Mailchimp
• Feature/Setting: Customer Journey Automator triggers feedback email based on session tags; configure audience segmentation and automated follow-up.

3.4. SurveyMonkey
• Feature/Setting: Automated email invitations using SurveyMonkey API; embed session variables and auto-send post treatment.

3.5. Google Forms + Gmail
• Feature/Setting: Automated form link personalized and sent using Gmail API after session; trigger on event in Google Calendar or CRM.

3.6. Typeform
• Feature/Setting: Automated survey share via Typeform’s webhooks/API; configure trigger workflow for instant feedback collection.

3.7. HubSpot
• Feature/Setting: Automated feedback email via HubSpot Workflows; trigger after session property updates to “Completed”.

3.8. Salesforce
• Feature/Setting: Automate feedback requests via Salesforce Marketing Cloud Journey Builder; trigger on opportunity or event closure.

3.9. Zoho CRM
• Feature/Setting: Workflow Automator to send feedback surveys via Zoho Campaigns or third-party API on lead/contact stage update.

3.10. Microsoft Power Automate
• Feature/Setting: Scheduled flow to send feedback survey link via Teams, email, or SMS, triggered by CRM event.

3.11. ActiveCampaign
• Feature/Setting: Automated feedback automation via Email or SMS after tag or field change indicating session end.

3.12. Freshdesk
• Feature/Setting: Trigger survey emails via Freshdesk Automator when ticket/case for session is closed.

3.13. Intercom
• Feature/Setting: Automated message or survey via Inbox/Outbound; trigger via API when a session event is logged.

3.14. Facebook Messenger (via Messenger API)
• Feature/Setting: Automated bot message with feedback question; trigger through webhook on session status change.

3.15. WhatsApp Business API
• Feature/Setting: Automated template message for feedback; configure API for post-session client phone number and timing.

3.16. Slack
• Feature/Setting: Automated direct message or workflow; trigger via webhook when aromatherapy session logs are updated.

3.17. Calendly
• Feature/Setting: Automated feedback email or SMS via integration, triggered post-event booking completion.

3.18. Shopify
• Feature/Setting: Automated post-purchase or booking feedback collection via Shopify Flow; trigger after order/session fulfillment.

3.19. Pipedrive
• Feature/Setting: Automated action using Workflow Automator to send feedback requests after deal marked as “Won” (session completed).

3.20. Keap (Infusionsoft)
• Feature/Setting: Advanced campaign automation to schedule follow-up and feedback collection triggered by session completion tag.

Benefits

4.1. Automates collection of feedback to increase response rates and reduce manual outreach.
4.2. Automation enables fast identification of issues and quality improvements.
4.3. Automated surveys standardize client experience and data reporting across all channels.
4.4. Automator solutions for feedback save time, streamline processes, and enhance client engagement for aromatherapy businesses.
4.5. Automatedly aggregated insights support data-driven improvement and marketing strategies.