Automating review and testimonial collection & posting

Purpose

1.1. Automate collection, moderation, and public posting of client reviews/testimonials across platforms for alternative medicine practitioners.
1.2. Obtain feedback post-session, incentivize responses, curate content, and boost patient trust via automated publication to web and social media.
1.3. Streamline marketing, reputation building, and compliance with industry review standards.

Trigger Conditions

2.1. Client completes appointment and is marked as attended in booking system.
2.2. New entry added to CRM with completed session status.
2.3. Payment processed/confirmed for recent service.
2.4. Pre-scheduled or periodic outreach campaigns.
2.5. Positive feedback detected in satisfaction or NPS surveys.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS after appointment; configure appointment-completion trigger; use Messaging API with recipient number, message template, appointment data.

3.2. SendGrid
• Feature/Setting: Dispatch personalized emails; set up automation based on CRM update; configure Marketing Campaigns or Transactional API.

3.3. Google Forms
• Feature/Setting: Pre-fill client info using Form Prefill API; generate unique links upon trigger from CRM/booking tool.

3.4. Typeform
• Feature/Setting: Use Hidden Fields for personalization; API to generate/send review request on event trigger.

3.5. SurveyMonkey
• Feature/Setting: Schedule survey delivery via Webhooks/API after CRM status change; automate collection tracking.

3.6. Mailchimp
• Feature/Setting: Automated journeys in Customer Journey Builder; set audience segment to “recent patients.”

3.7. WhatsApp Business API
• Feature/Setting: Automated review request, using post-session trigger; send pre-approved message template with booking/meta data.

3.8. Facebook Messenger API
• Feature/Setting: Trigger message bot flow on session completion; configure webhook to Messenger Send API with feedback request.

3.9. HubSpot
• Feature/Setting: Configure workflow to send review email; trigger on deal/ticket update with completed stage.

3.10. Salesforce
• Feature/Setting: Build automation in Process Builder/Flow; trigger review-case creation and reminder via Email Service.

3.11. Google My Business API
• Feature/Setting: Send invitation to review directly via API method “accounts.locations.reviews.create.”

3.12. Podium
• Feature/Setting: Enable review invite automation; integrate with EHR or booking tool API for auto-trigger post-visit.

3.13. Trustpilot API
• Feature/Setting: Use “Business Unit Invitations” endpoint; auto-send invitations with client data captured at booking/payment.

3.14. Yelp Fusion API
• Feature/Setting: Trigger review reminder to clients; API endpoint to link/send feedback request.

3.15. Healthgrades
• Feature/Setting: Automated feedback solicitation on provider profile via email/SMS links generated from patient records.

3.16. Zapier
• Feature/Setting: Multi-service workflow to trigger/sync form dispatch and review aggregation; configure trigger from EHR/booking.

3.17. Google Sheets
• Feature/Setting: Log review entries; connect Sheets API for real-time tracking and aggregation.

3.18. Airtable
• Feature/Setting: Centralize review collection; automate notification to admins for moderation before posting.

3.19. Instagram Graph API
• Feature/Setting: Auto-post selected testimonials as stories or posts; configure API with media publishing permissions.

3.20. WordPress REST API
• Feature/Setting: Auto-create testimonial posts from curated reviews; configure API credentials, define post type/category.

3.21. LinkedIn Marketing Developer Platform
• Feature/Setting: Schedule and post curated testimonials to company page; API integration for secure content publishing.

3.22. Google Drive API
• Feature/Setting: Store collected testimonials; automate document creation for moderation workflow.

3.23. Trello
• Feature/Setting: Create cards for moderation; use Trello API to assign, track review pipeline progression.

3.24. Slack
• Feature/Setting: Notify team when new testimonials require approval; configure bot/user notification trigger.

Benefits

4.1. Ensures timely, consistent client engagement for feedback and reviews.
4.2. Streamlines cross-platform reputation management and publication.
4.3. Reduces manual effort, minimizes delays, and improves testimonial authenticity.
4.4. Enables data-driven marketing, supports compliance, and boosts practitioner credibility.
4.5. Increases potential new client conversion via enhanced social proof and visibility.