Marketing & CommunicationPurpose
1.2. Automates the solicitation, management, and distribution of reviews across multiple channels post-service delivery.
1.3. Enables artists to focus on creation while the automator manages follow-up testimonials, thereby increasing the testimonial-to-client ratio.
1.4. Ensures timely outreach to clients for feedback, reduces time to publish reviews, automates reminders, and consolidates responses in central repositories.
Trigger Conditions
2.2. Payment received or invoice closed in accounting platform.
2.3. Completion of a gallery showing or exhibit event.
2.4. Manual flag by artist or team member marking a client as review-eligible.
2.5. Scheduled timeline (e.g., automated weekly follow-ups to past clients).
Platform variants
• Feature/Setting: Automated email send using "Send Email" API triggered by event completion; configure with client email and review request template.
3.2. Outlook
• Feature/Setting: Automate using "Send Email" or "Create Event" API with custom review request templates.
3.3. Twilio SMS
• Feature/Setting: Automate SMS review request using "Message" API; configure message body and recipient from CRM.
3.4. SendGrid
• Feature/Setting: Automation via "Mail Send" API with dynamic data template for personalized review links.
3.5. Mailchimp
• Feature/Setting: Automated campaign trigger; segment art clients and configure post-service automation flow.
3.6. HubSpot
• Feature/Setting: Configure workflow automations to send review survey post-deal closure; use "Workflows" and "Marketing Emails."
3.7. Salesforce
• Feature/Setting: Use "Process Builder" or "Flow Builder" to automate review request email/SMS to contacts post-project completion.
3.8. Pipedrive
• Feature/Setting: Automate email via "Workflow Automation" after deal moved to “Won” stage; configure template with review link.
3.9. Zoho CRM
• Feature/Setting: Automate follow-up tasks and review requests using "Workflow Rules" and "Send Email" action.
3.10. SurveyMonkey
• Feature/Setting: Automated survey send using "Create Collector" API on trigger events; embed testimonial field.
3.11. Typeform
• Feature/Setting: Automate invite with "Create Response" or personalized Typeform link via email/webhook.
3.12. Google Forms
• Feature/Setting: Auto-generate form invite using Google Sheets trigger; email via Apps Script after completion of an event.
3.13. WhatsApp Business (via Twilio API)
• Feature/Setting: Automated WhatsApp message with embedded testimonial link, configured via Twilio API.
3.14. Facebook Messenger
• Feature/Setting: Automate Messenger message push using "Send API" after marking job as completed in the CRM.
3.15. Intercom
• Feature/Setting: Use "Outbound Messages" automation to send review/testimonial request post-interaction.
3.16. Slack
• Feature/Setting: Automated Slack message/post to private client channel with review prompt using Bots or Incoming Webhooks.
3.17. Airtable
• Feature/Setting: Configure automation to trigger email/SMS review requests when new entry appears in the "Completed Clients" base.
3.18. Trello
• Feature/Setting: Automate email send when card moved to “Done” list, leveraging Power-Up or integration APIs.
3.19. Stripe
• Feature/Setting: Post-payment confirmation, automatically email review link using webhook-triggered automation.
3.20. Calendly
• Feature/Setting: Trigger automated review request email after event marked as completed with Calendly’s webhook event system.
Benefits
4.2. Delivers review requests on the optimal post-service timeline, maximizing likelihood of positive feedback.
4.3. Reduces human error in testimonial collection and storage using automatedly triggered communications and tracking.
4.4. Enables centralized management and aggregation of client feedback for use in marketing materials.
4.5. Automates reminders and escalations to ensure testimonial collection is not forgotten, boosting online reputation consistently.