Patron engagement follow-ups

Purpose

1. Automate personalized follow-ups with arboretum patrons post-visit, event attendance, or membership sign-up.

2. Automatedly gather feedback, encourage recurring engagement, promote upcoming events, and strengthen community ties.

3. Automates satisfaction surveys, donation requests, volunteering opportunities, and newsletters, maximizing community involvement and data-driven community growth.

4. Purpose is to ensure no valuable visitor interaction is missed, automating the journey from visit to ongoing engagement.

Trigger Conditions

1. Automated triggers after ticket scan or online event RSVP submission.

2. Automator triggers when a new contact is added to the patron CRM database.

3. Automation launches on a pre-set timeline (e.g., 24 hours post-visit, 7 days after event).

4. Automatable triggers from web form completions, donations, or email clicks indicating interest.

5. Automatedly activate on scheduled calendar reminders tied to program participation dates.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate outgoing personalized SMS using programmable messaging API; configure sender ID and webhook for delivery tracking.

2. Mailchimp

• Feature/Setting: Automate segmented email follow-ups; set up journeys to trigger post-event attendance tag.

3. Salesforce

• Feature/Setting: Automate workflow rules with Process Builder; trigger email/SMS upon new contact or campaign participation.

4. HubSpot

• Feature/Setting: Create automated workflows triggered by contact property changes; configure follow-up emails and assign tasks.

5. SendGrid

• Feature/Setting: Automate sending dynamic transactional emails via Templates API; trigger sends from webhook notifications.

6. ActiveCampaign

• Feature/Setting: Automate email and SMS sequences on tag application ("Event Attendee"); use "Automations" builder.

7. Google Sheets + Apps Script

• Feature/Setting: Create automation to send follow-up emails when new patron data row appears.

8. Microsoft Power Automate

• Feature/Setting: Build a "Recurrence" or "When row is added" flow to auto-send emails/SMS via linked connectors.

9. Zapier

• Feature/Setting: Configure automation connecting CRM or form tool to email/SMS platform; set up multi-step automation.

10. SurveyMonkey

• Feature/Setting: Automate distribution of feedback surveys post-visit via SurveyMonkey API and webhooks.

11. Intercom

• Feature/Setting: Automated in-app or email messages after identified visit or registration event using Messaging API.

12. Slack

• Feature/Setting: Automate internal reminders for follow-up or notify staff on key patron milestones with Incoming Webhooks.

13. WhatsApp Business API

• Feature/Setting: Automator sends automated WhatsApp template messages for post-event outreach.

14. AirTable Automations

• Feature/Setting: Automatically trigger communications when new records are created or fields updated.

15. Constant Contact

• Feature/Setting: Automate email series for new event attendees using Automated Email Series and contact lists.

16. Klaviyo

• Feature/Setting: Automate follow-up flows triggered by specific properties, e.g., event tags.

17. Pipedrive

• Feature/Setting: Set up workflow automations for emails/SMS based on custom deal stages (e.g., "Visited Arbor").

18. Drip

• Feature/Setting: Automated email drip campaigns triggered by form submissions or tags.

19. Zoho CRM

• Feature/Setting: Workflow Rules automate communications on new lead creation or field changes.

20. Typeform

• Feature/Setting: Automate thank-yous and follow-ups as soon as a visitor completes an engagement survey.

Benefits

1. Automates time-consuming manual follow-ups, increasing engagement consistency.

2. Automatedly ensures timely, personalized communication, enhancing patron satisfaction.

3. Enables precise, automatable segmentation for targeted messaging, maximizing donor and volunteer conversions.

4. Automation boosts data collection and actionable insights, fueling continual improvement.

5. Automating cross-channel engagement maintains community presence, fostering loyalty and ongoing involvement.