Communication and Engagement AutomationPurpose
1.2. Ensure timely reach via multiple communication channels, enhancing engagement, compliance, and trust.
1.3. Reduce manual communication workload and human error, streamline information flow, and allow real-time confirmations.
1.4. Deliver standardized announcements adapted to recipient type (client, staff, external), minimizing miscommunication and maximizing care continuity.
Trigger Conditions
2.2. Scheduled triggers (weekly updates, session reminders—all recurring).
2.3. API-triggered (EHR/CRM flag updates a new announcement).
2.4. Event-based (weather alerts, public health advisories, compliance date changes).
2.5. Change in facility status (outage, safety event, staff change).
Platform Variants
• Feature/Setting: Programmable Messaging; configure with phone number, template, recipient group (API: POST /Messages with message body, sender/receiver).
3.2. SendGrid
• Feature/Setting: Marketing Campaigns; set up list segment, personalized sender, schedule (API: POST /mail/send for batch emails).
3.3. Mailchimp
• Feature/Setting: Email Automation; built automation, list import, template selection.
3.4. Slack
• Feature/Setting: Incoming Webhooks; set up announcement channel, connect webhook (API: POST message payload).
3.5. Microsoft Teams
• Feature/Setting: Channel Messages; use Microsoft Graph API to batch post to selected channels.
3.6. HubSpot
• Feature/Setting: Marketing Email; automation workflow, workflow enrollment trigger, email design editor.
3.7. Salesforce
• Feature/Setting: Marketing Cloud Journey Builder, configure send email/SMS via API trigger.
3.8. Google Workspace (Gmail & Chat)
• Feature/Setting: Google Apps Script—automate group emails and room posts using triggers.
3.9. ActiveCampaign
• Feature/Setting: Automations Builder, define trigger-action for bulk/transactional email and SMS.
3.10. Constant Contact
• Feature/Setting: Email Campaigns; automation triggers, import contacts, configure recurring messages.
3.11. WhatsApp Business API
• Feature/Setting: Template messages; configure recipient, body, send via /messages endpoint.
3.12. Facebook Messenger
• Feature/Setting: Page Messaging API; send structured notification to client/staff Facebook IDs.
3.13. Telegram
• Feature/Setting: Bot API; use /sendMessage, manage distribution list, automate scheduling.
3.14. Zoom
• Feature/Setting: Meeting Notifications; Webhook/Zoom App posts updates to all participants before sessions.
3.15. RingCentral
• Feature/Setting: SMS/Voice Broadcast; API to send announcements to practice contact list.
3.16. Discord
• Feature/Setting: Webhook Integration; push formatted messages to support groups.
3.17. Zendesk
• Feature/Setting: Trigger-based Notification; email or SMS updates for ticketed contacts.
3.18. Pusher
• Feature/Setting: Channels API; real-time push to custom facility dashboards or apps.
3.19. Intercom
• Feature/Setting: Outbound Messages; audience selection, auto-segmentation.
3.20. Flock
• Feature/Setting: Channel Announcements; push from integrated bot or webhook to team/workgroup.
3.21. Freshdesk
• Feature/Setting: Automation Rules; send mass notifications via email/SMS for facility updates.
3.22. Webex
• Feature/Setting: Room Broadcast; API-triggered posts to key rooms for immediate awareness.
Benefits
4.2. Boosts trust by maintaining channels open—even during emergencies.
4.3. Centralizes logs for audit/compliance and message delivery tracking.
4.4. Enables message targeting, saving effort and focusing attention on right stakeholders.
4.5. Automates multi-channel delivery—reaching users on their preferred or regulatory-compliant endpoints.
4.6. Scales instantly to cover staff expansion, new program launches, or incident response requirements.