Marketing and Member EngagementPurpose
1.2. Automatedly prompt attendees to share feedback, generating content for newsletters, social media, and future promotional activities.
1.3. Automator gathers authentic member experiences, automating testimonial requests to maximize response rates and reduce manual follow-up.
1.4. Ensure compliance by automating permission capture for use of testimonials in marketing, automatable privacy notifications, and consent management.
Trigger Conditions
2.2. Trigger automates based on event check-out timestamp or an automated thank-you email dispatch.
2.3. Automate by scheduling a follow-up sequence X hours/days after the event ends.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate sending personalized SMS requests for testimonials using Twilio Programmable Messaging API; endpoint: `/Messages` with dynamic sender/recipient configuration.
3.2. SendGrid
• Feature/Setting: Automate testimonial solicitation emails using SendGrid Mail Send API; endpoint: `/mail/send` with HTML templates prefilled.
3.3. Typeform
• Feature/Setting: Workflow automates delivery of custom survey form links using Typeform Responses API; endpoint: `/forms/{form_id}/responses`.
3.4. Google Forms
• Feature/Setting: Automator schedules Google Forms email invitations via Gmail API and records responses via Google Sheets API.
3.5. Mailchimp
• Feature/Setting: Automation syncs event attendee list and sends automated testimonial request campaigns via Mailchimp Campaigns API; endpoint: `/campaigns`.
3.6. HubSpot
• Feature/Setting: Use HubSpot Workflows to automate sending testimonial request emails, tie responses with contact records via Forms API.
3.7. Salesforce
• Feature/Setting: Automate post-event follow-ups using Salesforce Process Builder, Email Alerts, and Web-to-Lead for incoming testimonials.
3.8. Jotform
• Feature/Setting: Automated dispatch of Jotform survey links using Jotform API `/user/forms` and webhook responses for submission retrieval.
3.9. Zoho CRM
• Feature/Setting: Automatable workflows send testimonial requests via Zoho Campaigns, record member consent in CRM fields.
3.10. Airtable
• Feature/Setting: Automate testimonial collection using Airtable Form views and automate responses logging in member engagement tables.
3.11. Slack
• Feature/Setting: Automate direct message prompts post-event using Slack Conversations API `/conversations.open` and `/chat.postMessage`.
3.12. Facebook Messenger
• Feature/Setting: Automatically message attendees using Messenger Send API, gather responses using webhooks for automation.
3.13. WhatsApp Business
• Feature/Setting: Automated message templates with Quick Replies for testimonials, using WhatsApp Business API `/messages`.
3.14. Intercom
• Feature/Setting: Seamless automation via Intercom Campaigns for in-app testimonial prompts post-event.
3.15. SurveyMonkey
• Feature/Setting: Automator sends survey invitation links and captures testimonial data via SurveyMonkey Collectors API.
3.16. Trello
• Feature/Setting: Use Trello API to automate card creation for incoming testimonials for moderation and publishing workflow.
3.17. Monday.com
• Feature/Setting: Automate tasks for testimonial review and publishing using Monday.com API boards and automation recipes.
3.18. Microsoft Teams
• Feature/Setting: Automated reminders and testimonial requests sent in Teams channels via Microsoft Graph Messages API.
3.19. Klaviyo
• Feature/Setting: Automate targeted testimonial request flows and A/B testing email content using Klaviyo Flows API.
3.20. ActiveCampaign
• Feature/Setting: Sequence automation for testimonial solicitations based on member tags; collect responses using Deals API.
Benefits
4.2. Delivers consistent brand messaging, automating permission processes to meet GDPR or other compliance needs.
4.3. Saves staff hours, automates data organization, and quickly surfaces high-impact testimonials for marketing.
4.4. Improves club reputation and future event attendance by automating feedback loops and demonstrating member satisfaction.