Automated follow-up for trial class participants

Purpose

1. Automate rapid, consistent follow-ups for trial class participants in a Bikram yoga studio to maximize client conversion, engagement, retention, and feedback.

2. Automatedly nurture leads, encourage class bookings, send reminders, and collect participant insights for continuous service improvements.

3. Automate detection of trial class completion, trigger sequenced marketing, and client touch-points via multiple channels, integrating CRM, email, and SMS for a seamless experience.

Trigger Conditions

1. Automate triggering when a participant completes a trial class (check-in, digital waiver signed, or online booking system status update).

2. Trigger automated flows for no-shows, first attendance, or at time intervals post-participation (e.g., 24 hours, 72 hours, 7 days).

3. Automated workflow initiates on CRM status change, confirmed attendance webhook, or event in the booking platform.

Platform Variants

1 Twilio SMS

• Feature/Setting: Automate SMS follow-ups using Programmable Messaging API; configure sender address, participant phone, and templated message body via API v2 /Messages endpoint.
  

2 SendGrid

• Feature/Setting: Automate scheduled follow-up emails via Marketing Campaigns; trigger post-trial audience segments, configure dynamic templates and batch email API.
  

3 Mailchimp

• Feature/Setting: Automate journey builder with triggers based on tagged trial participants; configure “Send Email” action, personalize templates using merge tags.
  

4 ActiveCampaign

• Feature/Setting: Automate follow-up sequence via Automation Builder, trigger when contact enters “Trial Completed”; configure personalized email and SMS.
  

5 HubSpot

• Feature/Setting: Automate workflow with trigger “Contact completes trial class”; send automated emails, create follow-up tasks, and score leads.
  

6 Salesforce

• Feature/Setting: Automate process using Process Builder or Flows; on Lead/Contact status change, send follow-up via outbound email or SMS integration.
  

7 Zoho CRM

• Feature/Setting: Automate workflow rule on “Trial Class Attended”; configure auto-email, mobile notification, webhook to external SMS.
  

8 Zapier

• Feature/Setting: Automate with trigger "New trial class participant" in fitness booking app; action to send templated email or SMS using integrated services.
  

9 Airtable

• Feature/Setting: Automate via Airtable Automations; trigger on row updated (status “Trial Completed”), send email or webhook.
  

10 Google Workspace (Gmail & Sheets)

• Feature/Setting: Automate using Google Apps Script; trigger from Sheet update, automate follow-up email via Gmail API.
  

11 Constant Contact

• Feature/Setting: Automate using “Welcome Email” series, custom list segment for trialists, automated drip follow-up sending rules.
  

12 Gupshup

• Feature/Setting: Automate WhatsApp follow-up using Messaging API for post-class engagement and reminders.
  

13 Intercom

• Feature/Setting: Automate outbound Messages with in-app, email, or SMS; event triggered by trial completion attribute update.
  

14 Slack

• Feature/Setting: Automate studio team notifications about follow-up status using Incoming Webhooks or Workflow Builder, triggered on trial completion.
  

15 Pipedrive

• Feature/Setting: Automate activities via Workflow Automations; trigger on deal (trial) status, send follow-up email or task.
  

16 Klaviyo

• Feature/Setting: Automate post-trial email/sms flow via Flow Builder; triggers based on custom event integration.
  

17 MoEngage

• Feature/Setting: Automate multi-channel campaigns after trial using Smart Triggered Messages (SMS, Push, Email).
  

18 Omnisend

• Feature/Setting: Automate post-trial workflow with audience segmentation and scheduled sequence (SMS/Email).
  

19 WhatsApp Cloud API

• Feature/Setting: Automate WhatsApp follow-up via Contact API and messaging templates post-class.
  

20 Typeform

• Feature/Setting: Automate sending feedback form after trial class using Email Notifications or via webhook integration.
  

21 CallRail

• Feature/Setting: Automate follow-up call or voicemail drop after class through CallFlow event triggers.
  

Benefits

1. Automate client nurturing, increasing trial-to-full conversion automatedly.

2. Consistent, timely automated communication improves client satisfaction and loyalty.

3. Reduces manual effort for staff by automating repetitive follow-ups.

4. Enables collecting actionable feedback, automating data-driven retention improvements.

5. Multi-platform automator flexibility supports unique studio needs and client preferences.

6. Automated touch-points boost brand presence and recall.

7. Automation enhances insights on campaign effectiveness and client journey mapping.