Auto-generation of testimonials/review requests for completed projects

Purpose

1. Automate the process of sending personalized testimonial or review requests to clients following the completion of art projects.

2. Automatedly ensure each client receives timely, branded communication encouraging feedback and sharing of experiences on chosen platforms.

3. Automate capturing, organizing, and monitoring incoming testimonials for marketing and social proof use in arts & crafts marketing channels.

4. Streamline the workflow so art studio staff can focus on creative tasks, while the automation handles all testimonial generation logistics.

Trigger Conditions

1. Automate triggers on project completion status marked in PMS or CRM.

2. Automated trigger after delivery confirmation from client (email, shipment, or pickup).

3. Automation can run on invoice payment completion.

4. Automating upon task completion marked in project management boards, e.g. Trello, Asana.

Platform Variants

1. Slack

• Feature/Setting: Use Slack API to automate sending internal notification to prompt team.
  

2. Twilio SMS

• Feature/Setting: Automate review request SMS using Programmable SMS; sample: configure with “Send SMS” endpoint and client’s phone.
  

3. SendGrid

• Feature/Setting: Automate “Send Email” API for branded review request emails; set dynamic templates for each client.
  

4. Gmail

• Feature/Setting: Configure automated sending with ‘Send Email’ via Gmail API using trigger-based filters.
  

5. Mailchimp

• Feature/Setting: Automate campaigns using Mailchimp Transactional Email API; set trigger as member tag “Project Completed.”
  

6. HubSpot

• Feature/Setting: Automate workflow with “Send Email” action in Marketing Automation; trigger via deal stage change.
  

7. Google Sheets

• Feature/Setting: Use Sheet API for tracking sent and received testimonial requests; automate row creation on trigger.
  

8. Airtable

• Feature/Setting: Automate testimonial request record creation using Airtable Automations when status is “Done.”
  

9. Trello

• Feature/Setting: Automate sending request by adding a specific label or moving card to “Complete”; use Power-Ups/Butler.
  

10. Asana

• Feature/Setting: Automate sending emails using “Rules” on task completion, integrated with email services.
  

11. Salesforce

• Feature/Setting: Use Process Builder/Workflow to automate email/SMS trigger on opportunity closed-won.
  

12. Zoho CRM

• Feature/Setting: Automate “Workflow Rule” for sending customized review request emails upon project close.
  

13. ActiveCampaign

• Feature/Setting: Automate review email via “Automation” when contact tagged as “Project Completed.”
  

14. Pipedrive

• Feature/Setting: Automation on deal movement to “Completed” stage triggers API to send testimonial request.
  

15. WhatsApp Business API

• Feature/Setting: Automate message sending using “Send Message” endpoint for review asks.
  

16. Facebook Messenger Platform

• Feature/Setting: Automate sending requests via “Send API” with post-sale completion triggers.
  

17. Typeform

• Feature/Setting: Automate questionnaire generation for testimonials; trigger form invitation on project close event.
  

18. Jotform

• Feature/Setting: API to automate sending testimonial forms; configure form invitation email with client name.
  

19. Intercom

• Feature/Setting: Automate chat message or email trigger with “Post-Project” event automation.
  

20. Shopify

• Feature/Setting: Automate post-purchase testimonial requests using Shopify Flow or webhook triggers.
  

Benefits

1. Automates manual outreach, saving time and reducing staff workload.

2. Increases testimonial return rates through timely, consistent, automated requests.

3. Provides a fully auditable trail of automated requests and responses for compliance.

4. Automating review requests enhances online reputation and digital marketing effectiveness.

5. Strengthens feedback loop, enabling ongoing service improvement by automatedly gathering valuable client critiques.