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Review and testimonial request follow-ups

Purpose

1.1 Automate review and testimonial requests for public golf courses, ensuring guest feedback is captured systematically via various communication channels.
1.2 Automating these follow-ups increases positive online visibility, boosts social proof, and enhances reputation management.
1.3 The entire purpose is to create an automated, multi-channel workflow to engage guests post-visit, encouraging reviews on platforms like Google, TripAdvisor, and Facebook.

Trigger Conditions

2.1 Completion of a round of golf, detected in the booking or POS system.
2.2 Timer automation set (e.g., 24 hours after visit) to send review request.
2.3 Manual trigger by staff for VIPs or large group bookings.
2.4 Automated detection of completed payment status.
2.5 Integration with event conclusion for tournaments or special outings.

Platform Variants

3.1 Twilio SMS
• Feature/Setting: Use Twilio Programmable SMS API to automate personalized SMS review invitations; configure with guest contact list and message template.
3.2 SendGrid
• Feature/Setting: Use SendGrid Marketing Campaigns automation for post-visit email sequences; set up trigger-based workflows with dynamic templates.
3.3 Mailchimp
• Feature/Setting: Automate post-visit review request campaigns using Customer Journey Builder; configure trigger as booking completion.
3.4 HubSpot
• Feature/Setting: CRM workflow automates email and in-app prompts; configure workflow action as “Send review request” on contact property update.
3.5 Salesforce
• Feature/Setting: Use Process Builder to automate email requests or SMS using Salesforce Digital Engagement integration.
3.6 ActiveCampaign
• Feature/Setting: Automate post-visit messaging via automation workflows; configure triggers as contact tag addition or event completion.
3.7 Zapier
• Feature/Setting: Automate multi-step workflows integrating POS, email, and review platforms; configure Zaps like “Booking Complete → Send Review Request.”
3.8 Google Workspace (Gmail)
• Feature/Setting: Automate Gmail send via Apps Script triggered by Google Sheets update from POS reporting completed visits.
3.9 Facebook Messenger
• Feature/Setting: Automate Messenger review reminders using Facebook API and chatbots post-visit; configure with segmentation.
3.10 SurveyMonkey
• Feature/Setting: Automated email survey invitations using Survey Collector API after each play date; integrate with booking system.
3.11 Typeform
• Feature/Setting: Automate Typeform requests via webhook on booking completion, sending branded testimonial forms.
3.12 Zoho CRM
• Feature/Setting: Workflow automation through Blueprint; setup triggers on opportunity closure to send review requests.
3.13 Slack
• Feature/Setting: Internal automated notification to staff for manual testimonial follow-up; configure with workflow builder.
3.14 Intercom
• Feature/Setting: Automated chat prompts post-booking, with in-app review requests; configure with custom triggers.
3.15 WhatsApp Business API
• Feature/Setting: Automate WhatsApp messages with review links post-visit; configure using API automation tools.
3.16 Shopify (for courses with ecommerce)
• Feature/Setting: Automate “Request Review” emails post-purchase using Shopify Flow automation.
3.17 Klaviyo
• Feature/Setting: Automate segmented email review requests using Klaviyo flows, triggered by golf visit completion.
3.18 Freshdesk
• Feature/Setting: Automate customer email follow-ups via ticket automation rules when visit resolved/closed.
3.19 Microsoft Power Automate
• Feature/Setting: Create automated flows connecting Excel Online (visitor register) to Outlook email review campaigns.
3.20 Smartsheet
• Feature/Setting: Automate notification rules for testimonial requests using Smartsheet Automation, triggered by row update of guest lists.

Benefits

4.1 Automated review requests accelerate the capture of customer feedback, boosting testimonial numbers.
4.2 Automatedly increases positive online exposure without manual staff intervention.
4.3 Automation ensures consistent timing and branding across all channels.
4.4 Automates administrative workload, allowing staff to focus on guest experiences.
4.5 Automating multi-channel follow-ups increases the likelihood of response and engagement.
4.6 Automator workflows produce actionable data for management to analyze guest satisfaction trends.

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