Automated collection and reporting of feedback post-retreat

Purpose

1.1. Automate the entire post-retreat feedback collection and reporting process for ashrams, ensuring structured insights are captured from all participants via omni-channel outreach and consolidated for management review and process improvement.
1.2. Automates feedback requests, scheduled reminders, aggregation, analytics, and automated report delivery, eliminating manual follow-ups and errors, with seamless integration into existing retreat management workflows.

Trigger Conditions

2.1. Automated trigger—on event completion as marked in the retreat management calendar or CRM.
2.2. Manual initiation by event manager through a dashboard or mobile app.
2.3. Time-based trigger—automated scheduling, e.g., 24 hours after retreat end.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automates bulk SMS feedback form links; Configure with Messaging API — POST /Messages with personalized message and feedback link.
3.2. SendGrid
• Feature/Setting: Automates email feedback requests; Use Mail Send API — POST /mail/send with dynamic template data.
3.3. Google Forms
• Feature/Setting: Automates personalized form link generation; Use Forms API with pre-filled data.
3.4. Microsoft Power Automate
• Feature/Setting: Automator flow for survey dispatch and response aggregation; Configure flow with trigger “When an event ends” and actions “Send survey”, “Aggregate responses”.
3.5. Salesforce
• Feature/Setting: Automates contact population and scheduled feedback tasks via Process Builder or Apex Triggers.
3.6. HubSpot
• Feature/Setting: Automates feedback request workflows using Workflows tool with post-event triggers.
3.7. SurveyMonkey
• Feature/Setting: Automates survey deployment with API—POST /collectors to create new collector for each event.
3.8. Typeform
• Feature/Setting: Automates unique survey invitations with Respondent API—POST /responses.
3.9. Slack
• Feature/Setting: Automated feedback prompts via Incoming Webhooks configured for event channels.
3.10. Zapier
• Feature/Setting: Automator workflows linking retreat calendars, email, and survey tools using multi-step Zaps.
3.11. Jotform
• Feature/Setting: Automates custom feedback form delivery and automated response collection using Webhooks integration.
3.12. Mailchimp
• Feature/Setting: Automates campaign triggers for feedback invites post-retreat via API automation.
3.13. ActiveCampaign
• Feature/Setting: Automates segmented email sequences for feedback and automated follow-up reminders.
3.14. Airtable
• Feature/Setting: Automates feedback storing, score aggregation, and report generation using Automations and API endpoints.
3.15. Power BI
• Feature/Setting: Automated dashboard updates with feedback metrics; configure dataset refresh using REST API.
3.16. Google Sheets
• Feature/Setting: Automator platform to aggregate incoming feedback, configured using Sheets API—Append Values.
3.17. Zendesk
• Feature/Setting: Post-event survey automation using Triggers and API to record responses as tickets.
3.18. Notion
• Feature/Setting: Automates database entry of feedback and automator reminders using API integration.
3.19. Discord
• Feature/Setting: Automated feedback posts with event-specific survey links via Webhook bots.
3.20. Calendly
• Feature/Setting: Automatically schedules reminder notifications and follow-ups post-retreat using Event Types and Webhooks.

Benefits

4.1. Automates repetitive communication, freeing up staff for higher-value work.
4.2. Automated responses ensure no feedback opportunity is missed, maximizing insights.
4.3. Automating reporting generates instant analytics, enabling data-driven decisions.
4.4. Fully automatable workflows increase response rates through timely, multi-channel outreach.
4.5. Automation ensures feedback processes scale effortlessly with retreat volume and participant size.
4.6. Automates personalized messaging, improving participant engagement and satisfaction.
4.7. Automator configurations allow rapid updates and adaptation for unique retreat formats and goals.