Customer Experience & CommunicationPurpose
1.2. Automator collects vaccination/document dates, calculates expiry, schedules multi-channel notifications, and informs staff for customer follow-up.
1.3. Automated notifications ensure compliance, reduce lapsed paperwork, and enhance operational efficiency by automating manual follow-up tasks.
1.4. Automating this process supports real-time customer experience improvements and reduces missed vaccination compliance risks.
Trigger Conditions
2.2. Automated check scheduled daily/weekly for entries with expiry within configurable window (e.g., 30, 15, 7, 1 days).
2.3. Trigger on new document uploads, onboarding, or updates in customer database fields.
2.4. Manual override for urgent automated notifications as determined by staff.
Platform Variants
• Feature/Setting: Use programmable SMS API, schedule messages, configure webhook for expiry lookup and automated message dispatch.
3.2. SendGrid
• Feature/Setting: Configure transactional email API, use dynamic templates for automated reminders, schedule email sends.
3.3. Slack
• Feature/Setting: Automate Slack bot message to #alerts, utilize Incoming Webhooks API for expiry event triggers.
3.4. Gmail
• Feature/Setting: Use Gmail API with automated draft/send logic, trigger with Google Apps Script, label email for tracking.
3.5. Microsoft Outlook
• Feature/Setting: Automate notification emails using Outlook REST API or Power Automate with conditional triggers.
3.6. Pushover
• Feature/Setting: Use Pushover API to automate push notification for approaching expiry directly to customer smartphones.
3.7. Facebook Messenger
• Feature/Setting: Configure Messenger Send API; hook reminders to customer chat sessions using automating workflows.
3.8. WhatsApp Business API
• Feature/Setting: Automated sending of pre-approved message templates via WhatsApp to customer numbers.
3.9. Viber
• Feature/Setting: Use Viber REST API for automated direct outreach to customer via automated chat message.
3.10. Mailgun
• Feature/Setting: Automate transactional email sends with scheduled delivery using Mailgun API and expiry triggers.
3.11. Zoho CRM
• Feature/Setting: Set automatable workflow rules to detect expiry date field changes and trigger notification emails or task assignments.
3.12. Salesforce
• Feature/Setting: Automate Process Builder or Flow to push expiry notifications to owners and caretakers.
3.13. HubSpot
• Feature/Setting: Automated email sequences driven by property-based triggers for expiring documents.
3.14. Google Calendar
• Feature/Setting: Automated calendar event creation for expiration reminders via Calendar API.
3.15. Microsoft Teams
• Feature/Setting: Automate channel or direct bot notifications using Teams Webhook APIs.
3.16. Telegram
• Feature/Setting: Telegram Bot API automates message send-out upon scheduled expiry scan.
3.17. Intercom
• Feature/Setting: Use Intercom Messenger automated email or chat campaign triggered by tag/segment for expiring documents.
3.18. ActiveCampaign
• Feature/Setting: Automate email automator, SMS, and pipeline task via automations with expiry-based triggers.
3.19. Monday.com
• Feature/Setting: Notification automators using custom recipe to check expiry columns and trigger alerts.
3.20. ClickSend
• Feature/Setting: Use SMS, email, or postcard APIs to automate expiry reminders based on processed data schedule.
Benefits
4.2. Automating reminders reduces staff workload and manual administration.
4.3. Automation decreases risk of denied boarding due to expired documents.
4.4. Automated communication improves customer satisfaction with timely, professional service.
4.5. Automatable and scalable for various communication channels, customizing outreach per customer preference.