Client Relationship and Marketing AutomationPurpose
1.2. Gather actionable automated responses for service improvement, targeted remarketing, reputation management, and building lasting automated client relationships.
Trigger Conditions
2.2. Purchase confirmation automatedly recorded (in-store or online).
2.3. Scheduling of an automated post-visit or post-purchase feedback sequence based on visit or sale timestamp.
Platform Variants (Platform – Feature/Setting – Configuration Example)
3.1. Twilio
• Function: Send automated SMS feedback requests.
• API: Use Twilio Programmable SMS, configure a feedback message template to trigger on visit completion.
3.2. SendGrid
• Function: Automate feedback collection emails.
• API: Automated email sending via SendGrid REST API, triggers on transactional event.
3.3. Mailchimp
• Function: Automate segmented feedback campaigns.
• API: Create a Mailchimp journey, configure trigger as 'Purchase Complete' or 'Visit Complete'.
3.4. Salesforce
• Function: Automate feedback survey tasks via CRM events.
• API/Setting: Workflow Rule triggers after specific lead or opportunity stages.
3.5. Google Forms
• Function: Automate distribution of feedback forms via email/SMS links.
• API: Trigger Form URL distribution upon purchase event via connected system.
3.6. SurveyMonkey
• Function: Automated survey dispatch post-event.
• API: Use Webhooks to trigger survey creation and email after sales or visits.
3.7. Typeform
• Function: Automating personalized feedback queries.
• API: Automated survey links sent to customers triggered by gallery CRM data.
3.8. HubSpot
• Function: Automate feedback workflows post-visit.
• API: Configure automated workflow upon form or deal property change.
3.9. Zoho CRM
• Function: Automated survey sending after a new contact visit or deal closure.
• API: Use Zoho automation rules to initiate feedback survey dispatch.
3.10. Pipedrive
• Function: Automate post-sale feedback requests.
• API: Customize automated workflow to send survey links on deal closure.
3.11. Intercom
• Function: Automated in-app or email messages for feedback.
• API: Message automation triggered by custom event after purchase.
3.12. Freshdesk
• Function: Trigger automated ticket for feedback collection.
• API: Automated follow-up on ticket closure or customer status update.
3.13. Slack
• Function: Automate internal notification for feedback received.
• API: Incoming Webhook posts feedback submissions to #feedback channel.
3.14. Airtable
• Function: Automate feedback record collection and status updates.
• API: Create automation to populate feedback table after visit/purchase.
3.15. Microsoft Power Automate
• Function: Automated feedback form workflow across MS services.
• API: Trigger flow on Dynamics CRM event or Office 365 booking.
3.16. Shopify
• Function: Automate customer feedback requests post-purchase.
• API: Use Shopify Flow to trigger emails with feedback link after order fulfillment.
3.17. WooCommerce
• Function: Automated feedback email after order completion.
• API: Configure Action Scheduler to send customer feedback requests.
3.18. Zendesk
• Function: Automate survey follow-ups after support resolution or purchase.
• API: Automated trigger based on ticket or transaction event.
3.19. ActiveCampaign
• Function: Automate email or SMS feedback campaigns.
• API: Create Automation triggered by contact’s custom field update.
3.20. Facebook Messenger API
• Function: Automated feedback chatbot messages after visit.
• API: Trigger flow from Messenger to ask for short feedback in chat.
Benefits
4.2. Automating feedback improves actionable data flow, supporting decision-making and gallery reputation.
4.3. Reduced staff intervention saves time via automators, allowing focus on core customer service.
4.4. Automatedly closes the feedback loop for continuous improvement in fine art gallery experiences.
4.5. Supports multi-channel automated outreach (email, SMS, chat) for broader audience engagement.