Google review request sequence post-visit

Purpose

1.1. Automate timely Google review requests post-visit for acupuncture clinics to increase positive online reputation, social proof, SEO ranking, and attract new patients.
1.2. Ensure all patients receive a personalized request via preferred communication channel, monitor engagement, and trigger reminders as needed.
1.3. Capture review statuses for reporting, enable staff oversight, and run re-engagement cycles for non-responders.

Trigger Conditions

2.1. Patient completes acupuncture session as marked in appointment or EHR system.
2.2. A minimum wait time (e.g., 2 hours post-checkout) is observed before initial message.
2.3. Patient contact data (SMS/email/WhatsApp) is confirmed valid.
2.4. Only send to patients who have not opted out of marketing.

Platform Variants (Software, Feature/Setting, Configuration)

3.1. Twilio SMS
• Feature: Programmable Messaging API; configure webhook to send SMS with Google review link
3.2. SendGrid
• Feature: Transactional Email API; set up dynamic templated email for post-visit review requests
3.3. Mailchimp
• Feature: Automated Workflow; segment acupuncture appointments and trigger campaign on visit completion
3.4. WhatsApp Business API
• Feature: Message Template; pre-approve review invitation template, configure API trigger
3.5. HubSpot
• Feature: Marketing Automation; workflow to send post-appointment review emails/SMS
3.6. Zapier
• Feature: Multi-step Zap; trigger from new calendar event marked ‘completed’, send review request
3.7. Salesforce Health Cloud
• Feature: Process Builder; automate message when appointment status updates
3.8. Google Workspace (Gmail API)
• Feature: Send mail endpoint; generate and send review invitation from clinic’s account
3.9. ActiveCampaign
• Feature: Automations; trigger email/SMS sequence targeting recently visited patients
3.10. DrChrono
• Feature: OnComplete Appointment Webhook; syncs with automation for outbound review message
3.11. Slack
• Feature: Webhooks/Reminders; alert staff channel for manual follow-up if no response
3.12. Microsoft Teams
• Feature: Flow Automation via Power Automate; notify or send reminders internally
3.13. Jotform
• Feature: Autoresponder Emails; send Google review invite post-form submission at visit end
3.14. Pipedrive
• Feature: Workflow Automation; trigger SMS/email on deal (appointment) closed
3.15. Intercom
• Feature: Message Automation; send in-app or email request post-appointment
3.16. Calendly
• Feature: Event Confirmation Workflow; add step for post-visit message with review link
3.17. Constant Contact
• Feature: Automated Series; configure journey for completed appointments
3.18. Klaviyo
• Feature: Flow Automation; target patients in ‘recently visited’ segment
3.19. SimpleTexting
• Feature: Campaign Scheduler; SMS Google review links after visit
3.20. Zoho CRM
• Feature: Workflow Rules; automate review request based on appointment status change
3.21. Thryv
• Feature: Automated Follow-up; send SMS or email with clickable review link post-visit
3.22. SurveyMonkey
• Feature: Custom Thank You page; embed Google review link after patient satisfaction survey
3.23. Google Calendar API
• Feature: Event Update Webhook; detect completed appointments and trigger sequence

Benefits

4.1. Reduces admin workload and ensures consistent patient follow-up.
4.2. Increases likelihood of collecting authentic, positive reviews for the clinic.
4.3. Improves clinic’s online visibility and trust among new clients.
4.4. Automates segmentation and personalized delivery, raising response rates.
4.5. Enables monitoring and intervention for non-responsive or critical reviews.
4.6. Integrates seamlessly across diverse patient communication preferences.