Scheduled progress check-ins and feedback requests

Purpose

1.1. Automate scheduled progress check-ins and feedback requests to monitor participant engagement, ensure satisfaction, and address knowledge retention in childbirth education programs.
1.2. Automating feedback and follow-up secures ongoing improvement and helps educators respond proactively to needs, schedule modifications, reminders, and satisfaction surveys.
1.3. Automation in communication standardizes updates, saves time, and enables scalable, personalized outreach to all participants throughout the course.

Trigger Conditions

2.1. Automate check-ins at defined intervals (e.g., post-class, weekly, course milestones) or on participant inactivity.
2.2. Automator triggers upon participant completion of key modules or missing scheduled sessions.
2.3. Schedule-based automation on fixed dates, after class conclusion, or dynamic triggers (e.g., feedback not received within set time).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS reminders and check-ins using Twilio Messaging API; configure message templates, schedule via API triggers.
3.2. SendGrid
• Feature/Setting: Automates email campaigns using Marketing Campaigns API; set up automated feedback requests via dynamic templates.
3.3. Slack
• Feature/Setting: Automate direct messages to Slack channels using Slack Bot API; schedule check-in messages using Reminders API.
3.4. WhatsApp Business API
• Feature/Setting: Automates sending progress reminders and feedback prompts via HTTP API; configure template messages and scheduling logic.
3.5. Google Calendar
• Feature/Setting: Automate event reminders using Calendar API; programmatically create, update, and trigger reminders for feedback requests.
3.6. Microsoft Teams
• Feature/Setting: Automator sends scheduled chat messages using Microsoft Teams Graph API; automate feedback requests as Teams notifications.
3.7. Mailchimp
• Feature/Setting: Automates email journeys using Customer Journeys API; configure event-based triggers for progress check-ins and surveys.
3.8. Salesforce
• Feature/Setting: Automation via Process Builder/Flow automates task assignments and follow-up email using Email Alerts API.
3.9. HubSpot
• Feature/Setting: Automates workflow emails and SMS, using Marketing Automation and SMS integrations with workflow triggers for check-ins.
3.10. Zoom
• Feature/Setting: Automator triggers post-class feedback forms using Meeting End webhook and sends automated follow-ups via Email API.
3.11. ActiveCampaign
• Feature/Setting: Automates follow-up messages through Automations API based on user event completions or inactivity detection.
3.12. SurveyMonkey
• Feature/Setting: Automates survey distribution and reminders using Webhooks/API to deliver check-in forms post-event.
3.13. Typeform
• Feature/Setting: Automates feedback form dispatch with Forms API; schedule requests or use integrations to trigger on course milestones.
3.14. Google Forms
• Feature/Setting: Automator sends form links via Gmail API at scheduled course intervals; automate reminders based on response tracking.
3.15. Intercom
• Feature/Setting: Automates in-app push notifications and chat prompts using Custom Bots and scheduled automation rules for feedback.
3.16. Zendesk
• Feature/Setting: Automated follow-up tickets and satisfaction surveys configured using Trigger & Automations API.
3.17. Monday.com
• Feature/Setting: Automates status checks and feedback collection via board automations and Notifications API.
3.18. Asana
• Feature/Setting: Automate follow-up tasks and feedback requests with Rules and API-triggered comment assignments.
3.19. Pipedrive
• Feature/Setting: Automates activity reminders and feedback requests using Workflow Automation and Email Integration.
3.20. Airtable
• Feature/Setting: Automates email alerts and follow-up scheduling using Automations and Webhooks API for real-time triggers.
3.21. Trello
• Feature/Setting: Automates card creation and reminder comments using Power-Up Automation and Calendar Power-Ups.
3.22. Facebook Messenger
• Feature/Setting: Automate message sequences with Messenger API; schedule feedback link delivery and progress notifications.

Benefits

4.1. Automating follow-ups ensures consistent communication and higher participant engagement.
4.2. An automator prevents missed feedback opportunities and enables systematic improvement of class offerings.
4.3. Automatedly handling reminders and check-ins frees educator time and supports data-driven course enhancements.
4.4. Automation delivers a scalable, personalized experience enhancing participant satisfaction in childbirth education.