Purpose
1.2. Automatedly request, manage, curate, and publish client feedback post-purchase or post-service.
1.3. Automate follow-ups to increase testimonial submission rates.
1.4. Centralize testimonial management across multiple channels for streamlined marketing automation.
Trigger Conditions
2.2. Automate when a payment is confirmed or invoice marked as paid.
2.3. Automate based on elapsed time post-service (e.g., 48 hours).
2.4. Automate via a satisfaction survey completion trigger.
2.5. Automate triggered by customer check-in at the studio (location-based automation).
Platform Variants
• Feature/Setting: Automated SMS trigger post-service—configure SMS API to send testimonial request with a link.
3.2. SendGrid
• Feature/Setting: Automated email campaign—use transactional email API to automate testimonial request messages.
3.3. Google Forms
• Feature/Setting: Automated form sharing—auto-send form link via email/sms/webhook for collecting testimonials.
3.4. Typeform
• Feature/Setting: Automate survey flow—embed testimonial questions and auto-redirect after glassblowing events.
3.5. Mailchimp
• Feature/Setting: Automated post-sale email journey—configure automations for follow-up testimonial collection.
3.6. WhatsApp Business API
• Feature/Setting: Automate WhatsApp template message for testimonial requests post-interaction.
3.7. Zapier
• Feature/Setting: Automated workflow—trigger testimonial request chain from a CRM event.
3.8. HubSpot CRM
• Feature/Setting: Automated workflow setup—trigger testimonial email via marketing automation when deal closes.
3.9. Salesforce
• Feature/Setting: Automate post-sale process—set Process Builder to send testimonial request using Email Alerts.
3.10. Facebook Messenger (Messenger API)
• Feature/Setting: Automate chatbot—send testimonial prompt after glassblowing class via Messenger API.
3.11. Slack
• Feature/Setting: Automated channel notification—request testimonials internally using Slackbot reminders.
3.12. SurveyMonkey
• Feature/Setting: Automate survey dispatch—send testimonial survey triggered by CRM webhook.
3.13. Freshdesk
• Feature/Setting: Automate ticket status—send testimonial request automatically when customer ticket resolved.
3.14. Calendly
• Feature/Setting: Automated follow-up email—triggered by completed appointment for feedback gathering.
3.15. Pipedrive
• Feature/Setting: Automate activity completion—automated email sent for testimonial after activity close.
3.16. Trello
• Feature/Setting: Automate card move—trigger testimonial request workflow when project card reaches “Done”.
3.17. Shopify
• Feature/Setting: Automated “Thank You” email—send post-purchase automation for testimonial submission.
3.18. Stripe
• Feature/Setting: Payment succeeded webhook—automate trigger for feedback request after successful payments.
3.19. Google Sheets
• Feature/Setting: Automate row entries—log testimonials automatically and trigger notifications.
3.20. ActiveCampaign
• Feature/Setting: Automated customer journey—schedule and send testimonial requests post-service.
Benefits
4.2. Automating reminders increases testimonial volume and frequency.
4.3. Automated workflows maintain consistent brand experience for artisans.
4.4. Automation centralizes testimonials for easy curation and marketing deployment.
4.5. Automated testimonial campaigns improve reputation, marketing reach, and social proof for glassblowing studios.