Course & Training ManagementPurpose
1.2. Ensure all attendees are contacted promptly, responses are logged, and non-responders are reminded, maximizing actionable feedback for continuous instructional improvement and regulatory evidence.
Trigger Conditions
2.2. Passing of X days post-training end date.
2.3. Trainer marks session as completed in scheduling software.
2.4. Feedback not yet submitted after initial request triggers reminders at fixed intervals.
Platform Variants
3.1. Twilio (Programmable Messaging API)
• Feature/Setting: Automated SMS feedback link dispatch; configure to trigger ‘send message’ with dynamic placeholders for recipient and survey link.
3.2. SendGrid (Transactional Email API)
• Feature/Setting: Personalized feedback request emails; configure Dynamic Templates and schedule send via API with tokens for course and participant.
3.3. Google Forms (Forms API or Webhook Trigger)
• Feature/Setting: Prefill form links; generate individualized Google Form URLs, log submission via webhook.
3.4. Typeform (Responses API)
• Feature/Setting: Create unique survey links for each cohort; use webhook to capture response metadata in real time.
3.5. Microsoft Outlook (Graph API)
• Feature/Setting: Auto-email distribution; configure Outlook automation rules to send feedback links post-event via Graph API.
3.6. SurveyMonkey (CreateCollector API)
• Feature/Setting: Survey instance creation and email reminders; schedule and monitor completions with recipient mapping.
3.7. Slack (Conversations API & Reminders)
• Feature/Setting: Direct message feedback form links; configure scheduled reminders if initial message is ignored.
3.8. WhatsApp (Business API)
• Feature/Setting: Auto-sending message template with feedback link post-training; set reminder flows for non-responders.
3.9. Salesforce (Process Builder/Flow + Email Alerts)
• Feature/Setting: Trigger on ‘Course Completed’ object; auto-send email with dynamic feedback URL and track completions.
3.10. Zoho CRM (Workflow/Email Notification)
• Feature/Setting: Automate email/SMS invites; monitor and escalate for non-responses via workflow rules.
3.11. Mailchimp (Transactional API)
• Feature/Setting: Batch-send customized feedback campaigns; segment by course, auto-tag responses.
3.12. HubSpot (Workflows + Surveys Tool)
• Feature/Setting: Trigger survey-on-completion workflow; schedule reminders based on property update or lack of response.
3.13. Airtable (Automations)
• Feature/Setting: On record update (course complete), send feedback form and log links sent/completed.
3.14. Monday.com (Automations)
• Feature/Setting: Auto-email participants with survey on status change; track replies in connected boards.
3.15. ActiveCampaign (Automation Builder)
• Feature/Setting: Feedback campaign sequences triggered by course tags; monitor engagement in contact activity.
3.16. Moodle (Events API/Notifications)
• Feature/Setting: Notification rules to push feedback requests after course completion event; custom plugin for logging responses.
3.17. Canvas LMS (Webhooks & API)
• Feature/Setting: Trigger feedback email upon module completion; log submissions via API endpoint.
3.18. Trello (Automation/Butler Bot)
• Feature/Setting: Card movement triggers survey email or Slack message; record completion as label or comment.
3.19. Pipedrive (Workflow Automations)
• Feature/Setting: On deal (course) reach “Complete,” send survey via integrated mail; follow reminder sequence.
3.20. Calendly (Webhooks/Zapier Integration)
• Feature/Setting: Post-session webhook initiates messaging workflow for feedback link delivery and escalation if unfilled.
3.21. Intercom (Outbound Messages/Series)
• Feature/Setting: Send automated post-session in-app messages or emails; configure Series logic for follow-ups.
Benefits
4.2. Reduced administrative overhead by eliminating manual reminder tasks.
4.3. Real-time visibility of response rates and automatic follow-up.
4.4. Increased feedback accuracy and numbers due to automation reliability.
4.5. Seamless integration with existing record systems and communication channels.