Customer Communication & EngagementPurpose
1.2. Automatedly collect insights via feedback forms for continuous improvement and better customer engagement.
1.3. Incentivize future bookings and referrals by automating thank-you or coupon delivery post-review.
1.4. Ensure every customer experience is captured and responded to with precision through automation.
Trigger Conditions
2.2. Time-delay automation, e.g., 24 hours post-tour for optimal message timing.
2.3. Customer status change (e.g., “Tour Attended” marked in admin dashboard).
2.4. Payment confirmation triggers for completed bookings.
Platform Variants
3.1. HubSpot
• Feature/Setting: Workflows > Automated Email after “Event Completed” property; configure triggers and templates.
3.2. Zoho CRM
• Feature/Setting: Workflow Rules > After departure date; set “Send Email” action for customer record.
3.3. ActiveCampaign
• Feature/Setting: Automations > “After Date Field” trigger; automate follow-up with conditional branching.
3.4. Mailchimp
• Feature/Setting: Customer Journeys > “Date-Based Trigger”; automate feedback email with customizable journey.
3.5. Constant Contact
• Feature/Setting: Automated Email Series > Event-based email after contact’s event-tag update.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder > “Event Complete” trigger automates feedback email sequence.
3.7. Klaviyo
• Feature/Setting: Flows > “Post-Purchase Flow” adjustment for tours; utilize dynamic variables.
3.8. Sendinblue (Brevo)
• Feature/Setting: Automation > “Date Condition” node with transactional campaign.
3.9. Google Workspace (Gmail + Apps Script)
• Feature/Setting: Apps Script automation triggered by Google Sheet row update.
3.10. Microsoft Power Automate (Outlook Integration)
• Feature/Setting: Flow builder > “When an event ends” trigger linked to calendar.
3.11. Intercom
• Feature/Setting: Auto Messages > Event-based triggers for tour end/attendance.
3.12. Twilio SendGrid
• Feature/Setting: Marketing Campaigns API > Automated Send Scheduler; dynamic template assignment.
3.13. Mailgun
• Feature/Setting: Events API > “Delivered Event” triggers feedback request.
3.14. Freshdesk
• Feature/Setting: Automations > Ticket Event triggers informing customer for feedback.
3.15. Zendesk
• Feature/Setting: Triggers > “Ticket Solved” auto-follow-up with feedback template.
3.16. Pipefy
• Feature/Setting: Automate > Post-completion automated emails to requester.
3.17. Pipedrive
• Feature/Setting: Workflow Automation > Activity completed triggers feedback actions.
3.18. Shopify (with booking apps)
• Feature/Setting: Shopify Flow app > Order delivered/fulfilled; triggers review request emails.
3.19. SurveyMonkey
• Feature/Setting: Automate > “Survey Invitation” emailed by API post-event.
3.20. Typeform
• Feature/Setting: Webhooks > Submit respondent data to automated email sender.
3.21. Airtable
• Feature/Setting: Automations > “Record matches conditions” (e.g., event complete).
3.22. Monday.com
• Feature/Setting: Automate > “Status changes to Done” automated email.
3.23. Slack (with integrations)
• Feature/Setting: Workflow Builder > Automated DM to prompt manual feedback request.
3.24. Smartsheet
• Feature/Setting: Automated Workflows > Row status triggers email task.
3.25. ClickSend
• Feature/Setting: Email API > Sends automated feedback campaign post-tour.
Benefits
4.2. Ensures consistent, timely communication via automated flows.
4.3. Increases engagement and retention through automated feedback loops.
4.4. Frees up staff from manual follow-ups, maximizing efficiency with automators.
4.5. Enables scalable and customizable automation for post-tour customer experience.
4.6. Centralizes data collection using various automatable platforms and APIs.
4.7. Enhances brand perception through reliable automated engagement.