Customer Service and Support AutomationPurpose
1.2. Automatedly inform visitors about gallery location, parking options, public transport access, opening hours, and COVID protocols, ensuring a seamless and welcoming arrival.
1.3. Facilitate automated communication follow-up, improve attendance rates, and minimize confusion about logistics.
1.4. Automating the workflow ensures no visitor is missed and provides scalable, consistent, and accurate information.
Trigger Conditions
2.2. Manual trigger via staff dashboard for ad hoc guest lists.
2.3. Automated check of event calendar days-before-visit.
2.4. API webhook from ticketing or booking platforms.
2.5. Automated daily schedule sync detecting upcoming visits.
2.6. Visitor opts in for reminders via event registration or website form.
Platform Variants
• Feature/Setting: "Mail Send API" — Automate email content dispatch with booking-specific personalization; configure sender identity and scheduling in API payload.
• Sample: Use dynamic templates and POST to /mail/send endpoint with recipient and personalized dynamic data.
3.2. Mailgun
• Feature/Setting: "Messages API" — Automate triggered emails; set up custom routes for automatedly processing visitor segments.
• Sample: POST /messages and automate message attachments with gallery maps.
3.3. Amazon SES
• Feature/Setting: "SendEmail" and "SendTemplatedEmail" — Automator for pre-defined parking info templates; automate sender policies.
• Sample: Use AWS Lambda for event-trigger and call SES sendEmail API.
3.4. Microsoft Power Automate
• Feature/Setting: "Send an email (V2)" — Automate flows triggered from bookings in Dynamics 365; schedule automations on time or event.
• Sample: Use template and dynamic content from CRM record.
3.5. Google Workspace (Gmail API)
• Feature/Setting: "Users.messages.send" — Automate custom HTML emails for gallery visitor reminders; configure via OAuth.
• Sample: Draft, then send message triggered from Google Calendar event.
3.6. Outlook/Office 365 Graph API
• Feature/Setting: "sendMail" — Automator for emails sent from gallery shared inbox; automatedly populate time and parking info.
• Sample: Automate event-based triggers from Outlook Calendar.
3.7. HubSpot
• Feature/Setting: "Workflows" and "Transactional Email API" — Automate outreach using CRM properties; set criteria such as event registration.
• Sample: Trigger workflow from new contact added to visitor list.
3.8. Salesforce
• Feature/Setting: "Process Builder" and "Email Alerts" — Automate sending based on custom object (visit) changes.
• Sample: Automate email alert action when "Visit Confirmed" field is updated.
3.9. Zendesk
• Feature/Setting: "Triggers" with "Send Email" — Automate pre-event information based on ticket creation or custom fields.
• Sample: Trigger on booking-type ticket; automated email using macros.
3.10. ActiveCampaign
• Feature/Setting: "Automations" — Automate visitor journey workflows; send parking info when tag is added (e.g., ‘art-visit’).
• Sample: Trigger automation on signup form submission.
3.11. Pipedrive
• Feature/Setting: "Workflow Automation" — Automator sending emails on deal/person stage change (visitor booking pipeline).
• Sample: Automated email on entering "Pre-Visit" stage.
3.12. Zoho CRM
• Feature/Setting: "Workflow Rules" with "Send Email" action — Automate based on module updates (Events).
• Sample: When event status changes to "Confirmed", automated instruction email is sent.
3.13. Marketo
• Feature/Setting: "Smart Campaigns" — Automate batch or triggered campaign for parking info; segment by event type.
• Sample: Triggered email if member registers for gallery tour.
3.14. Intercom
• Feature/Setting: "Outbound Messages" — Automate visitor journeys using custom triggers; send automated “before you visit” messages.
• Sample: Automated in-app and email message on upcoming event.
3.15. Slack (Workflow Builder + Email Integration)
• Feature/Setting: "Send Email" step — Automator for staff-initiated reminders; could use triggers from Google Calendar or form inputs.
• Sample: Automatedly send visitor info when new RSVP logged.
3.16. Calendly
• Feature/Setting: "Workflows" — Automate reminder emails with parking guidance X days before appointment.
• Sample: Automated email with Google Maps link sent before scheduled visit.
3.17. Typeform + Zapier
• Feature/Setting: "Zapier Send Email" — Automate flow from gallery registration form to email delivery of instructions.
• Sample: Zap triggers on new Typeform submission, automatedly sending info.
3.18. Shopify (for gallery shop bookings)
• Feature/Setting: "Shopify Flow" + "Send Notification" — Automate pre-visit comms when order contains event ticket.
• Sample: Automatedly trigger notification flow after checkout.
3.19. Eventbrite
• Feature/Setting: "Automated Event Reminder Email"; "Event Webhooks" — Automator for customized reminders with parking.
• Sample: Use webhook API to trigger email from event app.
3.20. Klaviyo
• Feature/Setting: "Flows" — Automate audience segments for event visit, send scheduled pre-visit info with personalization.
• Sample: Automated flow triggered by “Art Gallery Visit” list entry.
3.21. Freshdesk
• Feature/Setting: "Automations" — Automate visitor comms based on ticket or contact events, push pre-visit guidance.
• Sample: Set rule to send email when new customer added to “Upcomings Visits."
3.22. AirTable
• Feature/Setting: "Automations" — Automate when visitor record is added/changed; fire off email with parking details.
• Sample: Automatedly triggers from new record matching event date.
Benefits
4.2. Automatedly improves visitor experience and reduces on-site confusion.
4.3. Automator ensures accuracy of information and consistency across all visitors.
4.4. Automating reduces staff time, enabling focus on higher-value customer service.
4.5. Automation facilitates actionable data for measuring visitor engagement and identifying drop-off points in the visit journey.