Communication AutomationPurpose
1.2. Automatedly detect clients who've missed sessions, delayed completing tasks, or shown low activity, and send them individually tailored follow up messages.
1.3. Streamline the counselor workflow by automating personalized communication, allowing focus on high-value interactions.
1.4. Ensure no disengaged client goes unnoticed by automating and tracking outreach until response or re-engagement.
Trigger Conditions
2.2. Automate sending upon a set period of inactivity in portal logins, homeworks, or responses (e.g., after 7 days inactivity).
2.3. Trigger automation when a key milestone isn’t achieved within expected timeline.
2.4. Automate notification after failed completion of forms or surveys.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS, use Send Message API (POST /Messages) configured with dynamic personalization fields: e.g., client first name, specific missed action.
• Example Configuration: Trigger via webhook from CRM inactivity event, template "Hi {{FirstName}}, we haven’t heard from you…”
3.2. SendGrid
• Feature/Setting: Automated email, use Send Email API, dynamic templates for personalized content.
• Example Configuration: Automatedly connect CRM inactivity data; template fills {{FirstName}}, reason for outreach.
3.3. Gmail API
• Feature/Setting: Automate send with /gmail/v1/users/messages/send endpoint, auto-fill recipient and message content.
• Example Configuration: OAuth2-driven trigger with body personalized to client, automated draft-and-send.
3.4. Outlook Graph API
• Feature/Setting: Automate sendMail endpoint, configure to send custom messages based on workflow triggers.
• Example Configuration: Automated customization via workflow builder.
3.5. Slack
• Feature/Setting: automate sending DM with chat.postMessage API to client in Slack workspace.
• Example Configuration: Automated message triggers on disengagement detected by career portal.
3.6. Microsoft Teams
• Feature/Setting: Automator sends message directly to user's channel via Microsoft Graph Teams API.
• Example Configuration: Automated trigger links Teams user ID with contact workflow.
3.7. HubSpot
• Feature/Setting: Automate workflows triggered by inactivity, using Workflows tool and Send Email action.
• Example Configuration: Segment disengaged contacts, automate personalized email firing.
3.8. Salesforce
• Feature/Setting: Automate Process Builder or Flow to trigger Send Email Alert or SMS via integration.
• Example Configuration: Disengaged client criteria starts automation with personalized communication.
3.9. Mailchimp
• Feature/Setting: Automate emails with Customer Journeys tool, triggers based on client data inactivity.
• Example Configuration: Personalized template with custom merge tags for check-in automation.
3.10. ActiveCampaign
• Feature/Setting: Automated email series triggered on disengagement tag or inactivity period.
• Example Configuration: Inactivity automator updates contact and starts “check-in” sequence.
3.11. Intercom
• Feature/Setting: Automated Message Triggers, send message on inactivity rules.
• Example Configuration: Automatedly checks last seen data, sends custom "We missed you" message.
3.12. WhatsApp Business API
• Feature/Setting: Automate WhatsApp personalized message via /messages endpoint.
• Example Configuration: Message automation triggered by CRM inactivity.
3.13. Zapier
• Feature/Setting: Cross-platform automator triggering custom messaging flows across email, SMS, chat.
• Example Configuration: Workflow automates trigger on disengaged client event; connects to chosen comms channel.
3.14. Google Chat API
• Feature/Setting: Automates chat.create for sending check-in messages as bots.
• Example Configuration: Automated when client hasn’t responded to nudges in portal.
3.15. Drip
• Feature/Setting: Automated workflows for inactivity, Send a one-off email action.
• Example Configuration: Automated campaign with dynamic text for re-engagement.
3.16. Zendesk Sell
• Feature/Setting: Automate Task and Send Email action via Smart Lists on yo inactivity.
• Example Configuration: Inactivity automator updates list, sends sequence.
3.17. Freshdesk
• Feature/Setting: automate scenarios to send emails or SMS via integration if inactivity detected.
• Example Configuration: Automated ticket and message sent when client becomes non-responsive.
3.18. Pipedrive
• Feature/Setting: Automate email with workflow automator after period with no activity.
• Example Configuration: Custom template sent after X days inactivity.
3.19. Klaviyo
• Feature/Setting: Automated flows, “winback” sequence for disengaged segment.
• Example Configuration: Personalized automated emails after inactivity.
3.20. Zoho CRM
• Feature/Setting: Workflow automation sends personalized email/SMS on inactivity event.
• Example Configuration: Automated custom process triggers templated check-in emails.
Benefits
4.2. Personalized automated messages improve client re-engagement rates.
4.3. Centralized automation ensures no disengaged client overlooked.
4.4. Multi-channel automation reaches clients where they are most responsive.
4.5. Automatedly gathers client feedback to further optimize guidance service process.