Personalized session recommendations

Purpose

1.1. Automatically recommend personalized massage therapy sessions for students or clients based on previous attendance, preferences, skill level, learning goals, or feedback surveys, automating the scheduling and communication process to enhance client service, client engagement, and student outcomes.
1.2. Automate analysis of user profiles, intake forms, course progress, and feedback to match individuals with optimal classes, workshops, or instructors, ensuring tailored, relevant, and timely session recommendations that increase retention and satisfaction.

Trigger Conditions

2.1. New student enrollment or onboarding in CRM.
2.2. Completion of prerequisite course or certification milestone.
2.3. Receipt of new feedback or session rating from student/client.
2.4. Lapsed attendance trigger or session inactivity period.
2.5. Periodic (weekly/monthly) automated review for recommendation updates.
2.6. Manual trigger by staff via admin dashboard or mobile app.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use Flow Builder for automation rules; configure Process Builder to trigger on status updates, pulling data from custom student fields, and send automated outbound messages via email or SMS.
3.2. Microsoft Power Automate
• Feature/Setting: Automated flow triggered on Dynamics 365 record changes; connect to Outlook, Teams, and SMS using built-in connectors for session recommendations.
3.3. HubSpot
• Feature/Setting: Workflow automation for contact property changes, sending personalized sequence emails with recommended sessions using Personalization Tokens.
3.4. ActiveCampaign
• Feature/Setting: Automate sending of tailored campaign emails with session suggestions based on contact activity and behavioral triggers.
3.5. Twilio SMS
• Feature/Setting: Configure Programmable Messaging API to send SMS recommendations automatically on trigger events using merge fields for personalization.
3.6. SendGrid
• Feature/Setting: Automate transactional email API to push session invites or reminders, integrating dynamic templates for personalized content.
3.7. Mailchimp
• Feature/Setting: Automated campaign builder triggers on CRM tag updates or course completion, emailing session options dynamically.
3.8. Google Sheets
• Feature/Setting: App Script to periodically analyze student/session data, push recommendation results to integrated email/SMS APIs.
3.9. Calendly
• Feature/Setting: Automate session invite creation via Scheduling API based on input CRM triggers or milestone accomplishments.
3.10. Zoom
• Feature/Setting: Schedule and automate session invites via Meeting API, sending join links to recommended students/clients.
3.11. Pipedrive
• Feature/Setting: Workflow Automation to push session recommendations as activities for contacts based on pipeline stage changes.
3.12. Slack
• Feature/Setting: Automate direct messages with recommended sessions via Slack API triggered by integrations/bots.
3.13. Facebook Messenger
• Feature/Setting: Set automated message flows using Messenger Platform’s Send API for session recommendations.
3.14. WhatsApp Business API
• Feature/Setting: Automate sending of personalized session info to students/clients using template messages.
3.15. Zapier
• Feature/Setting: Multistep automations based on triggers in CRM/feedback forms, pushing recommendations to users via email/SMS/Slack.
3.16. SurveyMonkey
• Feature/Setting: Triggered follow-up via Webhooks on survey completion, automating personalized session follow-ups.
3.17. Mindbody
• Feature/Setting: Automated appointment and recommendation emails/SMS sent using Mindbody API upon attendance or feedback triggers.
3.18. Zendesk
• Feature/Setting: Automate tickets or custom notifications for staff when clients meet criteria for recommendation triggers.
3.19. Moodle
• Feature/Setting: Use Event Monitoring or configured Webhooks to trigger session recommendations for students, automatedly distributing via LMS notifications.
3.20. Intercom
• Feature/Setting: Automated in-app or email messages delivered to users based on behavior tracking and data ingestion from student progress APIs.

Benefits

4.1. Automates personalized outreach, reducing manual staff workload.
4.2. Increases session attendance by automatedly aligning recommendations with individual interests and needs.
4.3. Automates retention of students/clients by staying proactive with timely, relevant suggestions.
4.4. Centralizes data flows for recommendations, providing automation-driven reporting for program improvement.
4.5. Scales client engagement using automated, diverse multi-channel communications, making the process fully automatable for any size business.