Marketing & CommunicationPurpose
1.2. Automates solicitation of Google, Facebook, or custom testimonials by scheduling and sending tailored review request messages across multiple channels.
1.3. Centralizes, automates, and tracks responses to optimize marketing efforts and workflow in audiology-focused healthcare retail environments.
Trigger Conditions
2.2. Manual flag by staff denoting appointment fulfillment.
2.3. Timer-based automation (e.g., 2 hours after appointment ends).
2.4. Activation via patient check-out or invoice payment confirmation.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS review requests using Messaging API, configure trigger via webhook with patient phone data.
3.2. SendGrid
• Feature/Setting: Automate email review requests with SMTP API, configure dynamic fields for recipient and review link insertion.
3.3. Slack
• Feature/Setting: Automate internal notification and reminders using Incoming Webhooks to notify staff when review requests are sent.
3.4. Mailgun
• Feature/Setting: Automate review request emailing with Template API, set up sending rules post-appointment via automator.
3.5. Microsoft Teams
• Feature/Setting: Automate post-appointment team alerts using Teams Connector, integrate review stats overview for teams.
3.6. Salesforce
• Feature/Setting: Automate review solicitation workflow via Process Builder, set “Appointment Complete” as automation trigger.
3.7. HubSpot
• Feature/Setting: Automate emails/SMS through Workflows, configure automated review request after contact property updates.
3.8. Mailchimp
• Feature/Setting: Automate targeted follow-up campaigns using Automations, segment based on appointment outcomes.
3.9. Google Sheets
• Feature/Setting: Automate entry logging for sent review requests via Sheets API, trigger further action from new row event.
3.10. Facebook Messenger
• Feature/Setting: Automate Messenger review request sends using Messenger Send API, link to reviews page.
3.11. Zapier
• Feature/Setting: Automate multi-app workflow coordination, connecting calendar, scheduling, and communication platforms.
3.12. Google Calendar
• Feature/Setting: Automate trigger from “Appointment Complete”, initiate review request sending with Calendar API events.
3.13. Aircall
• Feature/Setting: Automate call log analysis to trigger SMS or email review requests via Contact API.
3.14. WhatsApp Business API
• Feature/Setting: Automate post-visit messages with templated review requests, set based on booking system outputs.
3.15. ActiveCampaign
• Feature/Setting: Automate follow-up emails or SMS using Automation builder & trigger rules on tag update.
3.16. Pipedrive
• Feature/Setting: Automate aftercare communication using Workflow Automation, hook on deal or activity “Done” status.
3.17. Shopify
• Feature/Setting: Automate purchase-completion SMS or email reviews for stores with online appointments via Flow API.
3.18. Google My Business API
• Feature/Setting: Automate review link generation and send unique URLs to patients post-automation trigger.
3.19. Constant Contact
• Feature/Setting: Automate tailored review request emails using Autoresponder features after contact detail update.
3.20. Zoom
• Feature/Setting: Automate post-consultation review prompts via webhook after online audiology appointments finish.
3.21. Calendly
• Feature/Setting: Automate trigger based on scheduled event completion, feed contact data to review-request automator.
3.22. Segment
• Feature/Setting: Automate downstream messaging by tracking completed appointments and audience grouping.
Benefits
4.2. Automator increases total review volume and quality, enhancing reputation.
4.3. Automation ensures timely requests, maximizing patient response rate.
4.4. Consistent, automatable workflow reduces manual entry errors.
4.5. Automatedly improves data analytics and reporting on patient satisfaction.
4.6. Omnichannel automation boosts engagement, increasing review diversity and reach.