Automated testimonial requests post-delivery

Purpose

1.1. Automatically request client testimonials after aerial photography delivery is confirmed, boosting future marketing with timely, authentic feedback.
1.2. Ensure every completed project triggers outreach to clients via their preferred channel, increasing response rates and reputation management.
1.3. Centralize testimonial collection to streamline posting on social platforms, case studies, website portfolios, or internal performance tracking.
1.4. Tailor messaging templates to match branding, adjust timing, and select delivery mechanisms suited for client demographic and project type.

Trigger Conditions

2.1. Completion mark or status update in project/delivery management system.
2.2. Automated confirmation of file delivery (cloud upload or email sent).
2.3. Post-payment confirmation with invoice closure.
2.4. Scheduled interval after delivery (e.g., 2 days delay post-completion).
2.5. Manual or automatic CRM record update marking project as delivered.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS via Messages API; API called on “Job Completed” event; configure sender number; use merge fields for client name.

3.2. SendGrid
• Feature/Setting: Automated transaction email triggered by webhook; use Dynamic Templates API to personalize message.

3.3. Gmail API
• Feature/Setting: Use Send endpoint in Users.messages to dispatch templated email after project delivery; configure OAuth and set recipient per delivery record.

3.4. Outlook (Microsoft Graph API)
• Feature/Setting: /me/sendMail API endpoint; compose message using template; trigger on completed delivery.

3.5. HubSpot
• Feature/Setting: Workflow automation with “Ticket Status is Closed” trigger; send transactional email via Marketing Email or trigger SMS via connected integrations.

3.6. Salesforce
• Feature/Setting: Process Builder/Flow to detect Opportunity closed or Task completed; trigger Email Alert or push to connected messaging API.

3.7. Zoho CRM
• Feature/Setting: Blueprint or Workflow with “Deal Stage: Closed Won”; trigger email template or webhook to external SMS or WhatsApp automation.

3.8. Mailchimp
• Feature/Setting: Journey/Automation; trigger by event sent via Mandrill or webhook; use customer tag for post-delivery.

3.9. Slack
• Feature/Setting: Incoming Webhook or chat.postMessage API; notify internal team of testimonial request sent; or DM client in Slack Connect workspace.

3.10. WhatsApp Business API
• Feature/Setting: messages/send API; configure pre-approved template; trigger on project completion.

3.11. Intercom
• Feature/Setting: Post-event message via Conversations API; automated outreach following delivery event from CRM or webhook.

3.12. Facebook Messenger API
• Feature/Setting: Send API with message templates; trigger after client project marked as delivered.

3.13. Google Sheets
• Feature/Setting: Apps Script triggered on row update (“Delivered” status); auto-send testimonial request via Gmail or connected SMS.

3.14. Monday.com
• Feature/Setting: Automation for status change to “Delivered”; integration recipe to send email/SMS to client.

3.15. Trello
• Feature/Setting: Butler automation or webhook; on card moved to “Delivered” list, trigger outreach email via mail API.

3.16. ActiveCampaign
• Feature/Setting: Automation builder; trigger on tag “delivery complete”; send testimonial request email/SMS.

3.17. Pipedrive
• Feature/Setting: Workflow Automation on Deal Stage “Delivered”; trigger connected email or SMS platform.

3.18. Freshdesk
• Feature/Setting: Automations triggered by ticket resolution; send survey or testimonial request email.

3.19. Typeform
• Feature/Setting: Pre-populated testimonial form; email/SMS survey link via connected webhook or API on event trigger.

3.20. SurveyMonkey
• Feature/Setting: API to generate/send survey; trigger via webhook from delivery status change.

3.21. Zendesk
• Feature/Setting: Trigger or Automation on ticket status “Closed”; send testimonial request email or link to feedback form.

3.22. Airtable
• Feature/Setting: Automations run on status field update; integrates with email/SMS to send message on “Delivered” projects.

3.23. Klaviyo
• Feature/Setting: Flow builder on post-purchase event captured from CRM; dispatch testimonial request email.

3.24. Microsoft Power Automate
• Feature/Setting: Workflow triggered by project/task completion in supported apps; sends personalized email/SMS.

3.25. SMSGlobal
• Feature/Setting: REST API send SMS on job completion event; configure sender ID and message template.

Benefits

4.1. Immediate, scalable client engagement upon project closure maximizes response rates.
4.2. Reduces manual follow-up workload for teams, allowing for high-volume operations.
4.3. Ensures consistent branding and professionalism in all outreach.
4.4. Multi-channel outreach increases chances of securing testimonials from diverse client bases.
4.5. Automates storage and routing of received testimonials for easy use in marketing and portfolio updates.