Customer Management & CommunicationPurpose
1.2. Streamline follow-ups after each adventure activity, ensuring no customer is missed.
1.3. Encourage timely, verified reviews to reinforce credibility for prospective clients.
1.4. Improve engagement by personalizing requests based on the activity or specific guide/staff.
1.5. Enable automated feedback loops for ongoing service quality monitoring and rapid response to customer concerns.
Trigger Conditions
2.2. Customer check-out or digital waiver sign-off submitted.
2.3. Departure time logged in visitor management system.
2.4. Payment processed for booked activity.
2.5. Staff member marks activity as finished in internal dashboard.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable SMS API; configure an outgoing SMS with event-based triggers (activity_id, customer_id).
3.2. SendGrid
• Feature/Setting: Transactional Email API; set up dynamic templates triggered by event completion.
3.3. Mailchimp
• Feature/Setting: Automated Customer Journey; configure post-purchase journey segment.
3.4. HubSpot
• Feature/Setting: Workflow Automation; trigger email workflow on deal stage ‘activity completed’.
3.5. ActiveCampaign
• Feature/Setting: Automation Builder; set condition ‘activity finished’ for follow-up email sequence.
3.6. Zoho CRM
• Feature/Setting: Workflow Rule; create custom action to send template after task closure.
3.7. Salesforce
• Feature/Setting: Process Builder; configure process for ‘activity_completed’ on Opportunity.
3.8. Google Sheets
• Feature/Setting: Apps Script Trigger; detect new row/status change and send review email.
3.9. Typeform
• Feature/Setting: Webhook; issue form link for feedback when activity completes.
3.10. Slack
• Feature/Setting: Incoming Webhook; send DM with review link via event trigger from booking platform.
3.11. WhatsApp Business API
• Feature/Setting: Message Template; pre-approve template, auto-send after event condition.
3.12. Facebook Messenger
• Feature/Setting: Send API; deliver post-activity feedback prompt via Messenger bot.
3.13. Intercom
• Feature/Setting: Event-based In-app Message; trigger chat popup review after session co-occurrence.
3.14. Zendesk
• Feature/Setting: Trigger; send survey ticket when activity status field updates.
3.15. SurveyMonkey
• Feature/Setting: Webhook Distribution; auto-send survey invite on completion update.
3.16. Google Forms
• Feature/Setting: Scripted email delivery; send form invitation linked to timestamp.
3.17. Aircall
• Feature/Setting: Call Tag & Post-call Workflow; auto-send SMS/email linked to completed calls.
3.18. Calendly
• Feature/Setting: Event-type Workflow; automate follow-up after meeting marked as ‘complete’.
3.19. monday.com
• Feature/Setting: Automation Recipe; send email when board status is ‘activity finished’.
3.20. Pipedrive
• Feature/Setting: Workflow Automation; trigger outreach on deal/org activity marked done.
3.21. Gmail
• Feature/Setting: Filters & Apps Script; auto-send templated message on spreadsheet update.
3.22. Outlook 365
• Feature/Setting: Power Automate Flow; react to calendar/task status for post-activity mail.
3.23. SMSGlobal
• Feature/Setting: HTTP API; send trigger-based messages via integration.
3.24. Customer.io
• Feature/Setting: Event-triggered Campaign; push message post-event completion.
3.25. WooCommerce
• Feature/Setting: Order status hooks; send review prompt after activity linked to order delivered.
Benefits
4.2. Automates tedious manual follow-ups, freeing staff for higher-value tasks.
4.3. Fast feedback capture enables proactive service recovery and higher repeat rates.
4.4. Personalized automation elevates guest experience and encourages higher satisfaction scores.
4.5. Multichannel follow-ups increase response rates and broaden engagement.
4.6. Integrates seamlessly with existing platforms and adapts to any booking or CRM workflow.
4.7. Improves online reputation consistently with minimal operational effort.