Marketing & Customer CommunicationPurpose
1.2. Automate follow-ups, centralize responses, and enable republishing across marketing platforms.
1.3. Collect feedback via multiple channels (SMS, email, web forms, surveys) to ensure high response rates and capture diverse client sentiments.
1.4. Store testimonials for legal compliance and content reuse.
1.5. Integrate captions, images, or permissions, linking each testimonial to corresponding projects or shoots.
Trigger Conditions
2.2. Client invoice marked as paid in bookkeeping software.
2.3. Publication or delivery of client gallery.
2.4. Scheduled time-based follow-up (e.g., 3 days post-delivery).
2.5. Manual trigger from project manager dashboard.
2.6. Webhook or event trigger from e-commerce or booking platform.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Send automated testimonial requests via SMS; configure Send Message API with customer’s phone, dynamic shoot URL, and personalized text.
- Sample: POST /Messages {to, body, mediaUrl}.
3.2. SendGrid
- Feature/Setting: Schedule personalized testimonial email series; configure Dynamic Templates and Mail Send API.
- Sample: v3/mail/send with personalizations and template_id.
3.3. Google Forms
- Feature/Setting: Pre-fill and send form links for testimonial capture; use form responses webhook trigger.
- Sample: Prefilled URL, monitor Form Response API.
3.4. Typeform
- Feature/Setting: Interactive testimonial questionnaire; connect via Responses API webhook.
- Sample: Webhook POST on response_complete.
3.5. HubSpot
- Feature/Setting: Auto-email triggers after deal moves to “closed-won”; Workflow builder and Emails API.
- Sample: Create workflow with “send email” and webhook actions.
3.6. Salesforce
- Feature/Setting: Post-completion automation using Process Builder, trigger on Opportunity Closed, invoke Email Alert or Survey API.
- Sample: Process Builder -> Action -> Email Alert.
3.7. Mailchimp
- Feature/Setting: Automate post-shoot campaigns with merge tags and campaign triggers; use Transactional Email API.
- Sample: POST /messages/send-template with dynamic tags.
3.8. ActiveCampaign
- Feature/Setting: Automation sequence for follow-up and link tracking; Automations API.
- Sample: Create Automation -> POST /api/3/contactAutomations.
3.9. SurveyMonkey
- Feature/Setting: Auto-send feedback surveys post-job; Collectors API with schedule.
- Sample: POST /collectors with survey_id and automations.
3.10. Zoho CRM
- Feature/Setting: Workflow rule triggered by “project completed” field; Email Notification and Webhooks.
- Sample: Workflow Rule Action -> Send Email.
3.11. Freshdesk
- Feature/Setting: Ticket status triggers testimonial request via Dispatch’r automations.
- Sample: Event triggers “Send Email” webhook.
3.12. Zendesk
- Feature/Setting: Post-resolve trigger sends feedback form link via Triggers/Automations.
- Sample: Create Trigger -> Action “Notify target”.
3.13. Facebook Messenger
- Feature/Setting: Automated Messenger bot outreach; configure Send API with template containing testimonial link.
- Sample: POST /me/messages {recipient, message, buttons}.
3.14. Intercom
- Feature/Setting: Chat automation after service marked “complete”; use Outbound Message API.
- Sample: POST /messages with user_id filter.
3.15. WhatsApp Business API
- Feature/Setting: Auto-message testimonial link or form upon order complete webhook.
- Sample: POST /v1/messages with to, text, and link.
3.16. Calendly
- Feature/Setting: Webhook after session; automated email or SMS follow-up.
- Sample: Configure Workflow with “Event Ended” trigger.
3.17. Airtable
- Feature/Setting: Populate testimonial database; trigger reminder automations or email actions on new records.
- Sample: Automation -> When record created -> Send email.
3.18. Monday.com
- Feature/Setting: Board automation when “status” changes to “delivered”; send email or webhook.
- Sample: “When status changes…” then “send email.”
3.19. Trello
- Feature/Setting: Card move to “Done” list triggers testimonial request email via Power-Up or API.
- Sample: POST request on card status move.
3.20. Google Sheets
- Feature/Setting: Row added for completed shoots triggers script to send personalized GMail via API.
- Sample: Apps Script on row insert -> MailApp.sendEmail().
3.21. Slack
- Feature/Setting: Notify team on testimonial completion or pipe new feedback to #testimonials.
- Sample: Incoming Webhook or message.post.
3.22. Gravity Forms
- Feature/Setting: Capture testimonial directly on WordPress site, trigger notifications.
- Sample: Configure form submission => Webhook or Email Notification.
Benefits
4.2. Tracks feedback, facilitates marketing reuse, and automates permissions.
4.3. Multichannel approach boosts response rates and client engagement.
4.4. Historical testimonial database supports compliance, reporting, and performance analysis.
4.5. Reduces manual tasks for commercial photographers and agencies.