Automated review request post-visit

Purpose

1. Automate post-visit review requests to clients after aromatherapy services, increasing client feedback, reputation, and visibility.

2. Automatedly gather customer reviews via multiple platforms to support reputation management and marketing outreach.

3. Automate timing and messaging for maximum response rates; automate data integration to maintain customer experience quality.

Trigger Conditions

1. Completion of aromatherapy appointment/service as logged in booking or POS system.

2. Automated update in CRM or customer database.

3. Upon invoice finalization or payment confirmation, trigger the automator.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS review requests using programmable messaging API; set trigger to post-appointment timestamp.
  
• Sample: Configure Function to send personalized SMS with review link.
  

2. SendGrid

• Feature/Setting: Automate email marketing campaigns using Transactional Email API; connect automator to CRM event post-visit.
  
• Sample: Use Dynamic Templates for personalized review request emails.
  

3. Mailchimp

• Feature/Setting: Automate post-visit emails with Customer Journeys; trigger on appointment completion synced from scheduler.
  
• Sample: Template with call-to-action to leave automated review.
  

4. HubSpot

• Feature/Setting: Automate follow-up review workflows via Workflows API; set condition to appointment property data change.
  
• Sample: Automated email task post-visit via CRM automation.
  

5. Salesforce

• Feature/Setting: Automate review request via Process Builder/Flow automation on completed service field update.
  
• Sample: Launch Structured Email with CTA for automated review.
  

6. Google Workspace (Gmail + Apps Script)

• Feature/Setting: Automate Gmail sends via Apps Script, triggered by Google Sheets update after appointment.
  
• Sample: Script that fetches recent clients and sends review automation emails.
  

7. ActiveCampaign

• Feature/Setting: Automate "Post-Service" Review Automation using Email Campaign Automation trigger.
  
• Sample: Tagging contacts post-visit to enter automated email series.
  

8. Zoho CRM

• Feature/Setting: Automate follow-up using Workflow Rules and Zoho Mail integration.
  
• Sample: Auto-email "Request for review" upon status set to "Completed."
  

9. Pipedrive

• Feature/Setting: Automate smart email sequences via Activities/Workflow Automator; post-service activity triggers automation.
  
• Sample: Automated template with embedded review link.
  

10. Freshdesk

• Feature/Setting: Automate ticket creation and follow-up for requesting reviews via APIs/webhooks after service.
  
• Sample: Automatedly create review ticket and email notification.
  

11. WhatsApp Business API

• Feature/Setting: Automate personalized message sends via Business API post-visit for review solicitation.
  
• Sample: Trigger template message with embedded survey or review link.
  

12. Weebly (Square Online)

• Feature/Setting: Automate email marketing integration for post-purchase review request using Square APIs.
  
• Sample: Automated email to customer after checkout event.
  

13. SurveyMonkey

• Feature/Setting: Automate feedback survey distribution via Webhook/Survey Endpoint, triggered by automation system.
  
• Sample: Automated email/SMS with survey link.
  

14. Typeform

• Feature/Setting: Automate survey delivery after visit using APIs and webhook triggers from scheduling platform.
  
• Sample: Automatedly send Typeform link to recent clients.
  

15. Shopify

• Feature/Setting: Automate review requests via Shopify Flow on order completion.
  
• Sample: Integration with automated email to recent buyers for services.
  

16. Calendly

• Feature/Setting: Automate email/SMS post-appointment using Calendly Webhooks API to initiate automated review request.
  
• Sample: Automated workflow after "Event Completed" trigger fires.
  

17. WordPress (WPForms/AutomatorWP)

• Feature/Setting: Automate review form emails using form entry triggers and automation plugins.
  
• Sample: Automated email post-form submission (post-visit).
  

18. Square POS

• Feature/Setting: Automate post-transaction communication leveraging Square Webhooks for sending review requests.
  
• Sample: Automatedly send review links after point-of-sale completes appointment.
  

19. Microsoft Power Automate

• Feature/Setting: Automate cross-platform notifications and emails using workflow templates triggered by calendar or CRM entries.
  
• Sample: Automated email and SMS post-service via Power Automate flows.
  

20. Slack (and integrations)

• Feature/Setting: Automate DM reminders or client comms using Slack Workflow Builder/Integrations API for internal review prompt tracking.
  
• Sample: Automated reminder to staff to follow-up if review not received in X days.
  

Benefits

1. Automates timely solicitation of reviews, increasing feedback rates.

2. Automatedly nurtures customer relationships, reinforces positive experiences.

3. Automation drives reputation management and online visibility.

4. Automates data tracking for continuous improvement from real feedback.

5. Frees staff from repetitive follow-ups with automatable, scheduled communications.