Customer Management & CommunicationsPurpose
1.2. Send personalized requests for feedback or reviews via multiple channels shortly after each completed aerial activity session.
1.3. Increase response rates by optimizing timing, channel, and messaging based on activity type and customer profile.
1.4. Aggregate responses for analysis, reporting, and automation of follow-up actions.
Trigger Conditions
2.2. Customer checks out at the aerial sports venue.
2.3. Specific status change in CRM (e.g., “Activity Completed”).
2.4. Event in POS indicating successful transaction for aerial activity.
2.5. Set time-delay after activity (e.g., 1 hour or next morning).
Platform Variants
• Feature/Setting: Messaging API; use 'Send Message' endpoint with customer mobile, templated SMS (e.g., “Tell us about your zipline adventure!”).
3.2. SendGrid
• Feature/Setting: 'Mail Send' API; auto-trigger HTML feedback emails using dynamic fields.
3.3. Mailchimp
• Feature/Setting: Automations; post-activity trigger to send survey campaigns; use customer tags for personalization.
3.4. ActiveCampaign
• Feature/Setting: ‘Automation Builder’; conditional logic triggers after "activity complete" tag applied.
3.5. Slack
• Feature/Setting: Inbound Webhooks; send internal notification to the feedback team when reviews are received.
3.6. Google Forms
• Feature/Setting: Pre-filled form link; embed personalized parameters for unique tracking.
3.7. Typeform
• Feature/Setting: API endpoint for auto-created feedback forms; send link via chosen channel API.
3.8. SurveyMonkey
• Feature/Setting: Survey API; auto-generate and distribute post-activity surveys via email or SMS.
3.9. Zendesk
• Feature/Setting: Triggers and automations; dispatch ‘Request Feedback’ email on ticket resolution.
3.10. HubSpot
• Feature/Setting: Workflow Automation; configure “Send feedback email” action post-contact update.
3.11. Salesforce
• Feature/Setting: Process Builder or Flows; automate email/SMS review invitations on status update.
3.12. Freshdesk
• Feature/Setting: Scenario Automation; auto-send satisfaction survey after activity support ticket closes.
3.13. Intercom
• Feature/Setting: Post-event messaging; in-app or email follow-up when activity session ends.
3.14. WhatsApp Business API
• Feature/Setting: Template message with post-activity feedback request via registered number.
3.15. Facebook Messenger
• Feature/Setting: Messenger Send API; auto-send request when customer opens message window post-visit.
3.16. Google Business Profile
• Feature/Setting: Review request URL with pre-filled customer details; send through preferred channels.
3.17. Yelp for Business
• Feature/Setting: Custom URL generator; include in automated post-activity emails.
3.18. TripAdvisor Review Express
• Feature/Setting: Bulk feedback email tool; configure auto-upload of completed customer lists.
3.19. Zoho CRM
• Feature/Setting: Workflow automation; auto-email or SMS with survey link on "Activity Done".
3.20. Pipedrive
• Feature/Setting: Workflow; trigger feedback request email after deal stage set to “completed activity”.
3.21. Calendly
• Feature/Setting: Post-meeting workflows; email feedback survey after scheduled activity session.
3.22. Airtable
• Feature/Setting: Scripting/Automations; create record when activity is done, trigger survey email.
3.23. Trello
• Feature/Setting: Power-Ups/Butler; feedback request card/task created after checklist item completion.
3.24. Microsoft Power Automate
• Feature/Setting: Automated cloud flow; trigger from CRM or calendar event, send feedback survey.
3.25. Zapier
• Feature/Setting: Multi-step Zaps; link booking completion to multi-channel feedback request.
Benefits
4.2. Boosts online reputation via increased review volume on key platforms.
4.3. Saves staff time through end-to-end automation, reducing manual follow-ups.
4.4. Adapts message format and channel to individual customer preferences, increasing engagement.
4.5. Allows for immediate follow-up on negative responses, enhancing customer retention.