Automated feedback surveys post-session or class

Purpose

1.1. Automate collecting feedback from clients after each aromatherapy class to improve content, client experience, and instructor performance.
1.2. Streamline post-session engagement by automatedly distributing tailored surveys through varied channels such as email, SMS, or apps, ensuring comprehensive data capture for ongoing quality assurance and service refinement.
1.3. Enable automatable tracking and analysis of feedback trends to automate quality control, resolve issues rapidly, and inform business decisions in the wellness education sector.
1.4. Automate reminders and follow-ups for incomplete surveys, maximizing feedback response rates for continual process improvement.

Trigger Conditions

2.1. Automated trigger upon completion of a session as marked in the scheduling/calendar system.
2.2. Automate survey dispatch after attendance status is marked "completed" or "attended" in CRM or booking software.
2.3. Scheduled automation after a defined post-class interval (e.g., 2 hours or next day).
2.4. Automatically triggered by a manual tag/status change by an instructor or administrative team in the client record.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS delivery via Twilio API's "MessageCreate" using session-end webhook to send survey link to attendees.
3.2. SendGrid
• Feature/Setting: Automate email survey using SendGrid API's "mail send" triggered by CRM update or new attendee record.
3.3. Mailchimp
• Feature/Setting: Automate campaign via Mailchimp’s "Automated Email" with event trigger set to class attendance.
3.4. Typeform
• Feature/Setting: Embed automatable Typeform survey link in email/SMS via their "Webhooks" or "API" after class completion.
3.5. Google Forms
• Feature/Setting: Generate unique survey URL via Google Forms API and automate distribution using scheduled triggers.
3.6. SurveyMonkey
• Feature/Setting: Automate survey dispatch with SurveyMonkey API's "Create collector" and "Send survey" after session.
3.7. HubSpot
• Feature/Setting: Automate workflow with HubSpot’s "Workflows" to send feedback form to aromatherapy class clients post-session.
3.8. Zoho CRM
• Feature/Setting: Automate survey email using Zoho CRM’s "Workflow Automation" upon session completion field update.
3.9. Salesforce
• Feature/Setting: Automate feedback trigger via Salesforce Process Builder calling "Send Survey Invitation" action.
3.10. ActiveCampaign
• Feature/Setting: Auto-send feedback form using ActiveCampaign "Automation" feature on course completion.
3.11. Slack
• Feature/Setting: Post-session feedback form via automated bot direct messages using "Slack Bots" integrated with webhook.
3.12. WhatsApp Business API
• Feature/Setting: Automate dispatch of survey link via WhatsApp template message on participant status change.
3.13. Microsoft Power Automate
• Feature/Setting: Build workflow automating survey distribution using "Send an email/SMS" functionalities upon event trigger.
3.14. Calendly
• Feature/Setting: Automate custom follow-up email with embedded feedback survey using Calendly’s "Workflows" after booking time.
3.15. Eventbrite
• Feature/Setting: Automate feedback request utilizing Eventbrite "Attendee Event Triggers" to send survey links.
3.16. Airtable
• Feature/Setting: Auto-send survey when a new row in the sessions table changes to "completed" status by automating integration.
3.17. Monday.com
• Feature/Setting: Automate feedback emails using "Automations" when a board item (session) is marked as finished.
3.18. Trello + Butler Automation
• Feature/Setting: Trigger automated survey links via "Butler" when a card (class) is moved to "done".
3.19. Intercom
• Feature/Setting: Automate messaging using Intercom’s "Auto Messages" to contact clients post-class for feedback.
3.20. Zendesk
• Feature/Setting: Automatically send follow-up satisfaction surveys using Zendesk’s "Triggers & Automations" post-ticket closure for booked classes.

Benefits

4.1. Automates repetitive feedback collection, saving manual effort and time for wellness educators.
4.2. Automated processes ensure higher response rates and richer, timely client insights for continuous improvement.
4.3. Automates data aggregation, enabling immediate trend analysis and actionable insights.
4.4. Enhances client engagement with automated, personalized post-class interactions, reinforcing brand loyalty.
4.5. Elevates quality assurance through real-time, automatable feedback loops, supporting rapid iteration and competitive edge in wellness education.