Client Management & CommunicationPurpose
1.2. Automated flows enable targeted marketing, appointment reminders, loyalty incentives, and reduction of manual workload in client communication.
1.3. Automatedly personalize messages based on treatment type, client preferences, and therapist notes to enhance the client journey.
1.4. Enable the automator to track client engagement, monitor satisfaction, automate rebooking prompts, and maximize service impact with minimal manual intervention.
Trigger Conditions
2.2. Client record update indicating “visited”, “service delivered”, or “session complete” status.
2.3. Manual trigger by staff using an automator dashboard (e.g., after an in-person consultation).
2.4. Automated date-based trigger (e.g., follow-up 24 or 48 hours post-session, or as set in workflow setting).
Platform Variants
3.1. Gmail API
• Feature/Setting: Automate draft sending with user-specific templates by configuring the Gmail API’s `users.messages.send` endpoint.
3.2. Outlook Graph API
• Feature/Setting: Automate sending personalized follow-up mails via the Graph API’s `/me/sendMail` function and template body.
3.3. SendGrid
• Feature/Setting: Automate transactional email by integrating the SendGrid “Mail Send API” with dynamic template data.
3.4. Mailgun
• Feature/Setting: Automate follow-ups using Mailgun’s `/messages` endpoint; include personalization parameters.
3.5. Mailchimp Transactional
• Feature/Setting: Automate using Mandrill’s transactional messages and automatable merge tag templates.
3.6. ActiveCampaign
• Feature/Setting: Automate via “Automations” module, using contact triggers and personalized email actions.
3.7. HubSpot
• Feature/Setting: Automate follow-up using Workflow automation and the “Send email” action with personalization tokens.
3.8. Zoho CRM
• Feature/Setting: Automate post-treatment messaging with “Workflow Rules” linked to lead or contact status.
3.9. Salesforce
• Feature/Setting: Automate with Process Builder or Flow to send follow-ups based on “Service Completion” field change.
3.10. Keap (Infusionsoft)
• Feature/Setting: Automate through Campaign Builder using triggers from contact activity logs.
3.11. Pipedrive
• Feature/Setting: Automate with Workflow Automations, sending templated emails after deal (appointment) moves to “Completed”.
3.12. Zendesk
• Feature/Setting: Automate Zendesk “Triggers” to send follow-up emails when ticket is marked as solved or closed.
3.13. Intercom
• Feature/Setting: Automate using “Outbound Messages” automation based on event triggers (e.g., service completed timestamp).
3.14. Freshdesk
• Feature/Setting: Automate scenario automations to send follow-up based on ticket update events.
3.15. Klaviyo
• Feature/Setting: Automate flow triggers on custom property updates such as “last appointment date”.
3.16. Constant Contact
• Feature/Setting: Automate using “Email Automation”, triggered by contact list changes after session.
3.17. Drip
• Feature/Setting: Automate automated campaigns triggered by tag or custom field update reflecting visit completion.
3.18. Moosend
• Feature/Setting: Automate personalized sequences with “Automation Workflows” upon custom event.
3.19. SharpSpring
• Feature/Setting: Automate with “Action Groups” after lead status change or calendar event finalize.
3.20. Customer.io
• Feature/Setting: Automate API-triggered campaigns; rich personalization using client attribute data.
3.21. Brevo (formerly Sendinblue)
• Feature/Setting: Automate follow-up series using “Automation workflows” and dynamic fields.
3.22. Eloqua
• Feature/Setting: Automate campaigns triggered by client activity or custom object event.
Benefits
4.2. Automates repetitive tasks, freeing up staff resources for higher-value client interaction.
4.3. Automation ensures no client is forgotten post-service, boosting return visit rates.
4.4. Automating feedback requests and promotions supports data-driven growth.
4.5. Automated workflows minimize errors and inconsistencies in messaging.
4.6. Automation amplifies marketing ROI by segmenting and automating messaging.