Social proof and case-study request automation

Purpose

1.1. Automate the process of requesting, collecting, and showcasing social proof and case-study feedback from polygraph clients to enhance trust, drive conversion, and support ongoing marketing campaigns.
1.2. Automatedly initiate personalized follow-ups post-session, gather customer satisfaction data, testimonials, and approvals, then disseminate results on selected marketing channels in an automatable workflow.
1.3. Automator ensures compliance with privacy regulations, customizes timing/format, and seamlessly routes responses internally for review and external publishing.

Trigger Conditions

2.1. Customer completes a polygraph test and final results are delivered.
2.2. Invoice marked as paid or appointment status changed to “Completed”.
2.3. Automated detection of milestone (e.g., 3 days post-visit) in CRM or appointment system.
2.4. Manual trigger by staff when high client satisfaction is observed.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS testimonial requests using API SendMessage endpoint; configure sender ID and reply tracking.
3.2. SendGrid
• Feature/Setting: Automated email feedback/case-study form dispatch; automation via v3 Mail Send endpoint.
3.3. HubSpot
• Feature/Setting: Automate workflow for feedback collection; use Workflows to trigger post-appointment surveys and ticket creation.
3.4. Salesforce
• Feature/Setting: Automate case-closure feedback using Process Builder or Flow for email/SMS actions.
3.5. Google Forms
• Feature/Setting: Automate form link distribution; trigger via API when status updates in CRM.
3.6. Typeform
• Feature/Setting: Automated survey delivery and response tracking with Webhooks for event-based completions.
3.7. Jotform
• Feature/Setting: Automate form emails/integrate submissions to CRM via API.
3.8. Mailchimp
• Feature/Setting: Automated post-service group segmentation and feedback campaign; use Campaign API workflows.
3.9. ActiveCampaign
• Feature/Setting: Automate post-engagement surveys through Automations; use “Sent Email” or “Deal Stage Changed” triggers.
3.10. Zoho CRM
• Feature/Setting: Automated follow-up workflows after appointment completion; use Blueprint or workflow rules.
3.11. Slack
• Feature/Setting: Automate internal notifications for new social proof submissions; use Incoming Webhooks.
3.12. Facebook Messenger
• Feature/Setting: Automated message blast or sequence using Messenger API for post-appointment outreach.
3.13. WhatsApp Business API
• Feature/Setting: Automate message requests for reviews; configure templated messaging.
3.14. LinkedIn Messaging
• Feature/Setting: Automated InMail feedback request triggered post-service via LinkedIn API (when available).
3.15. SurveyMonkey
• Feature/Setting: Automate survey link distribution and data collection via Webhooks.
3.16. Google Sheets
• Feature/Setting: Automated entry/logging of testimonials from form responses using API Append endpoint.
3.17. Microsoft Outlook
• Feature/Setting: Automate scheduled testimonial request emails via Graph API.
3.18. Intercom
• Feature/Setting: Automated in-app feedback pop-ups post-session using Campaigns and Event Triggers.
3.19. Zendesk
• Feature/Setting: Automated ticket-triggered feedback request via Triggers and Automations.
3.20. Calendly
• Feature/Setting: Automate post-meeting feedback requests using Workflow automation on event completion.
3.21. Monday.com
• Feature/Setting: Automated task generation for marketing team with new testimonial submissions via Automations.

Benefits

4.1. Automated case-study and testimonial collection improves credibility and inbound marketing.
4.2. Automates repetitive outreach for social proof, increasing response rates and operational efficiency.
4.3. Automated reminders and multi-platform delivery maximizes exposure and conversion.
4.4. Automator routes feedback for internal QA before external publishing, reducing compliance risks.
4.5. Automating these flows provides scalable, consistent social proof acquisition for polygraph professionals.