Marketing & Client RetentionPurpose
1.2. Automating review solicitation to enhance salon’s online reputation and credibility.
1.3. Automation ensures timely, consistent follow-up after client visits to maximize response rate.
1.4. Automator removes manual errors and automates customer engagement workflows.
1.5. Automatedly gather authentic feedback and testimonials for marketing use on various platforms.
Trigger Conditions
2.2. Automated trigger: Specific time lapse post-visit (e.g., 2 hours after check-out).
2.3. Automation event: Invoice marked paid or status marked as “completed” in POS/CRM.
2.4. Automate based on appointment status update received via platform-specific webhook/API.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API; automatedly configured to send SMS requests post-appointment.
• Sample: Automate SMS scheduling with customer number, template, and Google review link.
3.2. SendGrid
• Feature/Setting: Email API; automate email trigger with personalized review request.
• Sample: Automatedly send HTML email with embedded testimonial request after visit.
3.3. Mailchimp
• Feature/Setting: Automated Campaign; creates automatable sequence for review follow-up.
• Sample: Schedule post-visit campaign with merge tag for Google review link.
3.4. HubSpot
• Feature/Setting: Workflow Automation; triggers emails or SMS post-service automatically.
• Sample: Automator triggers workflow from deal/appointment stage change.
3.5. ActiveCampaign
• Feature/Setting: Automated email or SMS automator; launch sequence at event completion.
• Sample: Trigger campaign when custom deal field “Visit Completed” is updated.
3.6. Zapier
• Feature/Setting: Automates workflows connecting CRM to SMS/Email apps for outreach.
• Sample: “New Appointment Completed” in CRM triggers automated request.
3.7. Google Forms
• Feature/Setting: Automated sharing link via email/SMS for testimonial capture.
• Sample: Automatedly send form URL post-visit using connected automation.
3.8. Pipedrive
• Feature/Setting: Workflow Automation; automate email when deal pipeline is updated to “Appointment Completed.”
• Sample: Automator sends templated message to client.
3.9. Salesforce
• Feature/Setting: Process Builder automates post-visit outreach email/SMS requests.
• Sample: After “Appointment” object is marked closed, automate review email.
3.10. Calendly
• Feature/Setting: Automated reminders/follow-ups after calendar event ends.
• Sample: Automate review request as follow-up post-event.
3.11. Microsoft Power Automate
• Feature/Setting: Automator flows for review request after completed event record.
• Sample: Automatedly emails review link upon “Service Completed” trigger.
3.12. Klaviyo
• Feature/Setting: Flow Automation; automate segmentation and review sequence post-visit.
• Sample: Set trigger as “Booking Completed” for workflow.
3.13. Freshdesk
• Feature/Setting: Automated ticket update triggers email or SMS for review solicitation.
• Sample: Ticket closed triggers automated review outreach.
3.14. Google Sheets
• Feature/Setting: Automate on new entry (appointment completed); script sends review request.
• Sample: App Script automation to send personalized requests.
3.15. Wix Automations
• Feature/Setting: Booking app triggers automated follow-up; includes Google review link.
• Sample: Automator follows “appointment completed” status.
3.16. Shopify
• Feature/Setting: Automated email/SMS via Shopify Flow after “order completed” flag.
• Sample: Automates review/treatment testimonial request for salon products or services.
3.17. Squarespace
• Feature/Setting: Automated campaigns based on completed scheduling events.
• Sample: Automator fires follow-up email or SMS for feedback.
3.18. Zoho CRM
• Feature/Setting: Workflow automator sends review request when appointment moves to “Closed - Finished.”
• Sample: Automates using custom mail merge and triggers.
3.19. Constant Contact
• Feature/Setting: Automated emails with review request sent to segment post-service.
• Sample: Automator campaign triggered by tagging “recent visit.”
3.20. Intercom
• Feature/Setting: Automated messaging after service concluded with Google review CTA.
• Sample: Messenger/chat automator pushes request as soon as appointment closes.
3.21. Slack
• Feature/Setting: Bot notifies team for manual or automated follow-up with review request link.
• Sample: Automated message to #salon-reviews when CRM event occurs.
Benefits
4.2. Automator improves testimonial pipeline for effective marketing.
4.3. Saves staff time by automatedly generating timely client contact.
4.4. Increases feedback quantity and quality via automated, structured outreach.
4.5. Automation ensures no client is missed, maximizing every visit’s marketing value.
4.6. Automatedly updates feedback logs and reporting systems for management.
4.7. Strengthens SEO and local search through increased Google review count.
4.8. Automating requests enhances client trust and loyalty with attentive follow-up.