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Automated feedback collection from new members

Purpose

1.1. Gather immediate, structured feedback from new Aikido club members to monitor satisfaction and improve onboarding processes.
1.2. Standardize data collection for management review and actionable insight generation.
1.3. Enable timely intervention for potential issues, leading to higher retention and enhanced experience.

Trigger Conditions

2.1. New member registration confirmed in club database or CRM.
2.2. Completion of first training session.
2.3. Time-based condition (e.g., 48 hours post-registration).
2.4. Manual trigger by club admin post-class.

Platform Variants


3.1. Twilio SMS
• Feature: Programmable Messaging API
• Configure: Send SMS survey link to new members’ phone numbers, automate reply capture via webhook.

3.2. SendGrid
• Feature: Transactional Email API
• Configure: Trigger feedback email with embedded form link post-registration event.

3.3. Typeform
• Feature: Webhooks
• Configure: Auto-create personalized feedback forms and distribute link via trigger events.

3.4. Google Forms
• Feature: Forms API
• Configure: Auto-generate feedback form, auto-email form link when members added to sheet.

3.5. Slack
• Feature: Incoming Webhooks
• Configure: DM feedback prompt to new members invited to Slack workspace.

3.6. Microsoft Teams
• Feature: Automated messages via Teams API
• Configure: Send welcome and feedback request message to joining members.

3.7. HubSpot
• Feature: Workflows Automation
• Configure: Workflow triggers on new contact creation, sends feedback email.

3.8. Mailchimp
• Feature: Automated Email Campaigns
• Configure: Automated feedback campaign to new contact list segment.

3.9. SurveyMonkey
• Feature: Survey Collector API
• Configure: Generate and email a survey link using Post Collector trigger.

3.10. ActiveCampaign
• Feature: Automation Sequences
• Configure: Workflow triggers on tag 'new member', emails feedback request.

3.11. Pabbly Email Marketing
• Feature: Autoresponder
• Configure: Setup autoresponder to send feedback link instantly post-signup.

3.12. Zoho CRM
• Feature: Workflow Rules
• Configure: New contact triggers email or SMS with feedback survey.

3.13. Airtable
• Feature: Automations
• Configure: When new record added (member), send feedback form via integrated email.

3.14. Intercom
• Feature: Campaigns/Outbound Messages
• Configure: Automatic chat message or email to new users requesting feedback.

3.15. Salesforce
• Feature: Process Builder
• Configure: Automate feedback email on new member record creation.

3.16. Constant Contact
• Feature: Triggered Email
• Configure: Email feedback request after a contact is added.

3.17. WhatsApp Business API
• Feature: Template Messages
• Configure: Trigger feedback template message to new member post-registration.

3.18. Zendesk
• Feature: Triggers
• Configure: Send feedback form link via email or SMS on ticket or user creation.

3.19. ClickSend
• Feature: SMS API
• Configure: Use API to auto-send SMS feedback requests post-onboarding.

3.20. Freshdesk
• Feature: Automations
• Configure: Auto-email a feedback link on new user registration.

Benefits

4.1. Real-time member pulse measurement enhances first-week experience.
4.2. Reduced manual follow-up, freeing staff resources.
4.3. Comprehensive analytics via centralized feedback collection.
4.4. Informed decision-making for process and coaching improvements.
4.5. Increased retention through responsive, personalized outreach.

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