Customer Management & CommunicationPurpose
1.2. Minimize manual tasks, enhance customer satisfaction, reduce no-shows, and uphold effective communication throughout the customer lifecycle.
1.3. Synchronize with booking systems to extract reservation data and engage customers before, during, and after activities with critical information and updates.
1.4. Ensure compliance with data privacy regulations and offer customizable communication touchpoints, enhancing the overall guest experience.
Trigger Conditions
2.2. Booking status updated (confirmed, modified, canceled, completed).
2.3. Specific time intervals before activity (e.g., 24 hours, 1 hour pre-event).
2.4. Customer provides contact details (email, mobile).
2.5. Scheduled CRM workflow or customer engagement sequence.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Send SMS API, configure webhook to auto-send on booking status changes (POST /Messages).
3.2. SendGrid
• Feature/Setting: Configure Transactional Templates API; trigger an email on booking confirmation (POST /mail/send).
3.3. Mailgun
• Feature/Setting: Employ Mailgun Messages API for automated email delivery on new bookings (POST /messages).
3.4. Slack
• Feature/Setting: Use Incoming Webhooks; send notification to designated channels for internal team updates.
3.5. WhatsApp Business API
• Feature/Setting: Send notifications via Send Message endpoint using pre-approved templates (POST /v1/messages).
3.6. Microsoft Outlook
• Feature/Setting: Schedule and dispatch confirmation/reminder emails using Microsoft Graph API (POST /sendMail).
3.7. Google Calendar
• Feature/Setting: Auto-create calendar invites and reminders (Events.insert endpoint) for booked sessions.
3.8. Facebook Messenger
• Feature/Setting: Use Send API; dispatch confirmation messages to customer FB IDs (POST /me/messages).
3.9. Zendesk
• Feature/Setting: Trigger notification ticket via Ticket API upon new booking (POST /api/v2/tickets).
3.10. HubSpot
• Feature/Setting: Automated workflow; send follow-up messages driven by booking pipeline events (Workflows API).
3.11. ActiveCampaign
• Feature/Setting: Set up Automated Campaigns to email/SMS clients per booking triggers (POST /api/3/contacts).
3.12. Salesforce
• Feature/Setting: Process Builder or Flow Builder automation; send confirmation/reminders using Email Alert action.
3.13. Zoho CRM
• Feature/Setting: Blueprint automation to trigger email/SMS via Functions module upon new record creation.
3.14. Pipedrive
• Feature/Setting: Workflow Automation triggers; send activity reminders via Email API (POST /activities).
3.15. Freshdesk
• Feature/Setting: Automate ticket and email notifications from new customer bookings through Automations.
3.16. Calendly
• Feature/Setting: Workflow invitations & reminders through Event Types and Email Reminders configuration.
3.17. Booking.com Partner API
• Feature/Setting: Use webhooks for reservation status changes to send confirmations through connected systems.
3.18. Google Chat
• Feature/Setting: Use chat.postMessage to notify internal teams or send reminders to group chats.
3.19. Marketo
• Feature/Setting: Smart Campaigns to trigger emails/SMS based on booking lead status (Schedule Campaigns).
3.20. Intercom
• Feature/Setting: Automated messages sent via Event-based triggers using Conversations API.
3.21. ClickSend
• Feature/Setting: SMS Campaign API; auto-scheduling messages on booking confirmation event (POST /v3/sms/send).
Benefits
4.2. Increases booking attendance rates and customer reliability.
4.3. Improves overall satisfaction by delivering timely, personalized communication.
4.4. Scales seamlessly as bookings and customer data volume grows.
4.5. Frees staff to focus on core adventure service delivery, minimizing repetitive tasks.