Marketing, Communication, and Retention Automations**Purpose**
1.2. Increase word-of-mouth patient acquisition, lower manual staff effort, and track referral pipeline metrics.
1.3. Ensure contact is timely after positive feedback (e.g., post-treatment, after satisfaction surveys).
**Trigger Conditions**
2.2. Patient completes appointment follow-up form with high satisfaction rating.
2.3. Manual tagging by practitioner/staff of “happy patient” in practice management software.
2.4. Response to NPS survey above threshold (e.g., NPS ≥ 8).
**Platform Variants**
3.1. **Twilio SMS API**
- Feature/Setting: Automatically send personalized SMS; configure Webhook to trigger referral message sequence.
3.2. **Mailchimp Customer Journeys**
- Feature/Setting: Use “Journeys” triggers; send referral campaign emails to satisfied contacts.
3.3. **ActiveCampaign Automations**
- Feature/Setting: Create an automation triggered by contact tag; use “Send Email” or SMS function.
3.4. **Salesforce Marketing Cloud API**
- Feature/Setting: Automate with “Journey Builder;” trigger referral series based on custom event/activity.
3.5. **HubSpot Workflows**
- Feature/Setting: Workflow sends referral request email/SMS when a contact property (“Happy Patient”) updates.
3.6. **SendGrid Marketing Campaigns**
- Feature/Setting: Use campaign triggers; auto-send plain or drip series to segmented list.
3.7. **Pipedrive Automations**
- Feature/Setting: Activity completed triggers sequence to send email or SMS refer-a-friend link.
3.8. **Zendesk Support Triggers**
- Feature/Setting: Automate ticket-based referral follow-up after a “Satisfied” CSAT.
3.9. **Keap/Infusionsoft Campaign Builder**
- Feature/Setting: Campaign triggers on tag/application; send referral webform.
3.10. **Google Sheets API**
- Feature/Setting: Add happy patient; trigger via “new row” to start email/SMS sequence.
3.11. **Tidio Live Chat API**
- Feature/Setting: Post-conversation trigger to send referral link after positive chat feedback.
3.12. **SurveyMonkey Webhooks**
- Feature/Setting: On positive survey completion, trigger referral invite through connected comms tool.
3.13. **Constant Contact Automation**
- Feature/Setting: Configure email trigger for “tagged” contacts to send referral request.
3.14. **Zoho CRM Workflow Rules**
- Feature/Setting: Auto-email or SMS to contacts when “Happy Patient” custom field is updated.
3.15. **Intercom Messages API**
- Feature/Setting: On “Promoter” NPS response, trigger in-app or email prompt for referral.
3.16. **ClickSend SMS API**
- Feature/Setting: Schedule/send personalized SMS when a webhook is triggered from EMR/CRM.
3.17. **Slack Incoming Webhooks**
- Feature/Setting: Notify staff to personally follow up with happy patients for referrals.
3.18. **Gmail API**
- Feature/Setting: Auto-send referral request emails to happy patients from practitioner’s account.
3.19. **Facebook Messenger API**
- Feature/Setting: Automated Messenger outreach asking happy patients to refer via chat.
3.20. **Microsoft Power Automate**
- Feature/Setting: Build flows linking Sign-off in EMR to automated email/SMS referral request.
3.21. **Calendly Webhooks**
- Feature/Setting: Send referral request email/SMS upon marked completed and satisfied appointment.
3.22. **Alchemer (SurveyGizmo) Triggers**
- Feature/Setting: Referral sequence starts on positive survey response via built-in workflow.
**Benefits**
4.2. Reduces manual follow-up burden on frontline staff.
4.3. Increases patient acquisition from trusted sources, boosting clinic growth.
4.4. Enables attribution and tracking of referral conversion rates for continual optimization.
4.5. Improves patient engagement by leveraging satisfaction moments for referrals.