Review request workflows post-appointment

Purpose

1.1. Automate the process of requesting client reviews automatically after appointments for make-up artists, increasing review volume, improving online reputation, and leveraging positive feedback for marketing.
1.2. Automated review request workflows ensure every client is prompted to leave a review without manual follow-up, enhancing consistency, client engagement, and automating post-service marketing.
1.3. Allows automating personalized requests via SMS, email, or messaging apps, targeting the right channel for each client with tailored timings and messages.
1.4. Automates tracking and logging of review responses for analytics and proactive reputation management.

Trigger Conditions

2.1. Completion of a make-up appointment automatically triggers the workflow.
2.2. Automated trigger based on status update in booking software (e.g., status = “completed”).
2.3. Automate triggers via synced calendar events marking appointment as attended.
2.4. Follow-up automation can be delayed X hours/days post-appointment for optimal timing.

Platform Variants

3.1. Twilio (SMS API)
• Feature/Setting: Configure automated SMS sending upon appointment completion; set function to POST /Messages API with client data.
3.2. SendGrid (Transactional Email API)
• Feature/Setting: Automating personalized email templates; trigger email via POST /mail/send after appointment closed event.
3.3. Mailchimp (Automations)
• Feature/Setting: Automate campaign triggered by CRM update tag; use Classic Automation, contact tagged "review_request."
3.4. Zoho CRM (Workflow Automation)
• Feature/Setting: Automate workflow rule for custom module “Make-up Appointment,” trigger email/SMS upon status "completed."
3.5. HubSpot (Workflows API)
• Feature/Setting: Automate contact workflow enrolment; trigger review email/SMS with POST /automation/v3/workflows API.
3.6. Google Calendar (Events API)
• Feature/Setting: Configure event completion automation, Webhooks on event update trigger review request process.
3.7. Zapier (Multi-step Automation)
• Feature/Setting: Automate using trigger “Event ends in XYZ system,” action “Send review request” via selected email/SMS platform.
3.8. ActiveCampaign (Automations)
• Feature/Setting: Entry trigger "appointment completed" automates review campaign via Emails/SMS; POST /api/3/contacts.
3.9. SMS Magic (Bulk SMS API)
• Feature/Setting: Automate review request mass messaging using API endpoint POST /sms/send/ to targeted client lists.
3.10. WhatsApp Business API
• Feature/Setting: Automated template message using /messages endpoint post-appointment with review prompt link.
3.11. Facebook Messenger (Send API)
• Feature/Setting: Automate sending post-service messages via POST /me/messages with client ID and review link payload.
3.12. Calendly (Webhook Automation)
• Feature/Setting: Event completion Webhook triggers automating review workflow in external platform.
3.13. Freshdesk (Automated Ticket Follow-up)
• Feature/Setting: Automate follow-up ticket to client post-appointment requesting feedback or review link.
3.14. Yotpo (Review Request Automator)
• Feature/Setting: Automate email/SMS review prompts triggered via Yotpo API POST /api/v1/review-requests.
3.15. Google Forms (Pre-filled Link via Email/SMS)
• Feature/Setting: Automates generation and sending of pre-filled review surveys by unique client parameter in the link.
3.16. Typeform (Automated Survey Distribution)
• Feature/Setting: Automate post-service survey invitations via Typeform Webhooks/API.
3.17. Salesforce (Process Builder/Flow Automations)
• Feature/Setting: Automate process with completed appointment trigger, Send Email/Outbound Message action block.
3.18. Outlook (Power Automate Flows)
• Feature/Setting: Automate sending emails when calendar event status marked “done.”
3.19. Shopify (Flow App/Webhook)
• Feature/Setting: Automate review request notification post-transaction to email/SMS via Flow App or webhook.
3.20. Pipedrive (Workflow Automation)
• Feature/Setting: Automate action on deal set to “won”/“service delivered,” send templated review email/SMS.
3.21. Intercom (Outbound Messages API)
• Feature/Setting: Automate automated chat or email with review link after appointment closure using POST /messages.
3.22. Klaviyo (Flow Automation)
• Feature/Setting: Automate post-appointment trigger for email flow with personalized review CTA.

Benefits

4.1. Automates consistent post-service follow-ups, increasing review rates.
4.2. Saves time by automating repetitive review requests, reducing manual work.
4.3. Ensures timely, personalized outreach, boosting client satisfaction and automation ROI.
4.4. Streamlines review collection for marketing, automating data collation and reporting.
4.5. Supports reputation growth and trust through automated, systemized processes.