Post-Ceremony Follow-Up & FeedbackPurpose
1.2. Ensure a structured, timely, and compassionate outreach for collecting meaningful media content for memorials, thank-you presentations, or legacy sharing.
1.3. Eliminate manual effort in chasing responses and tracking submissions, optimizing celebrant-client relationship management.
1.4. Automate reminders at pre-defined intervals and offer easy-to-use collection options (links, uploads, replies) for families.
1.5. Ensure secure, respectful digital handling of sensitive family content via compliant communication and file intake protocols.
Trigger Conditions
2.2. Optionally triggered by celebrant marking a ceremony as “completed.”
2.3. Automatable follow-up triggered if initial outreach receives no response within Y days.
2.4. Automate multiple reminders at escalating intervals (e.g., 3, 7, 14 days).
2.5. Stop automated reminders upon detecting successful content submission or opt-out request.
Platform Variants
• Feature/Setting: Automated SMS campaigns, set to send at fixed intervals using Twilio’s Messaging API.
• Configuration: Schedule API call to /Messages endpoint with family contact details and templated message.
3.2. SendGrid
• Feature/Setting: Automated email reminders via SendGrid’s Marketing Automation.
• Configuration: Configure journey with “Email Reminder After X Days” trigger; use SendGrid Email API to personalize content.
3.3. Mailgun
• Feature/Setting: Automate personalized email series using Mailgun’s Campaigns API.
• Configuration: Set up scheduled batch sends with API trigger for ceremony completion.
3.4. WhatsApp Business API
• Feature/Setting: Automating message templates using /messages endpoint for WhatsApp reminders.
• Configuration: Configure template IDs, automate opt-out detection.
3.5. Slack
• Feature/Setting: Automated reminder to internal celebrant or admin’s Slack channel via chat.postMessage for manual family follow-up if needed.
• Configuration: Set webhooks for notification triggers.
3.6. Google Calendar
• Feature/Setting: Automate detection of ceremony date, scheduling reminders X days post-event using Calendar API.
• Configuration: Triggers via event end date; webhook or polling automation.
3.7. Salesforce
• Feature/Setting: Automate outbound mail using Salesforce Flows and Process Builder mapped to ceremony records.
• Configuration: Trigger flow on ceremony completion, send templated email.
3.8. HubSpot
• Feature/Setting: Automatable email workflows using HubSpot’s Workflow Automation.
• Configuration: Trigger by completed event property; personalized reminders using contact data.
3.9. Zoho CRM
• Feature/Setting: Automated reminder workflow via Zoho CRM’s workflow rules and email/SMS integration.
• Configuration: Trigger by stage update “Ceremony Complete.”
3.10. Outlook (Microsoft 365)
• Feature/Setting: Automate email follow-up using Outlook Connected Experiences or Power Automate Flows.
• Configuration: Scheduled send-out based on calendar or contact entries.
3.11. ActiveCampaign
• Feature/Setting: Automated email sequence initiated from ActiveCampaign automator.
• Configuration: Enter automation on tag “Ceremony Complete,” send reminders at set intervals.
3.12. Airtable
• Feature/Setting: Automate reminder row in base, using scripting or integrations to trigger external email/SMS via webhook.
• Configuration: Detect completed ceremony record, run scheduled automation.
3.13. Monday.com
• Feature/Setting: Automate notification or email reminders by workflow automations using status changes.
• Configuration: Set auto-action for item status “Complete.”
3.14. Pipedrive
• Feature/Setting: Automator triggers email workflows after marking deal as “Won/Completed.”
• Configuration: Use deal update webhook to trigger messaging via Mailjet/SendGrid.
3.15. Google Sheets + Apps Script
• Feature/Setting: Automate email reminders based on row status/date using Apps Script time-driven triggers.
• Configuration: Script scans for eligible rows, sends mail merge.
3.16. Zapier
• Feature/Setting: Automate multi-platform reminders connecting triggers (e.g., new event complete in CRM) to SMS/email platforms.
• Configuration: Flexible workflow creator, custom reminders.
3.17. Trello
• Feature/Setting: Automator triggers when card moves to “Complete,” send reminders via Trello integrations.
• Configuration: Link to Gmail/Mailgun for outbound.
3.18. DocuSign
• Feature/Setting: Automate notification following ceremony-related document completion using DocuSign Connect webhook.
• Configuration: Webhook triggers outbound message to family.
3.19. Dropbox
• Feature/Setting: Automated file request reminders via Dropbox API when file request folder is created.
• Configuration: Send custom email from Dropbox File Request endpoint.
3.20. WeTransfer API
• Feature/Setting: Automator sends families a branded file link, automates reminders to send content via WeTransfer.
• Configuration: Create and email transfer links, automate follow-up for unfulfilled transfers.
Benefits
4.2. Reduces likelihood of missing photo/video content due to human oversight.
4.3. Automated workflows foster consistent, timely, and sensitive communication.
4.4. Leverages API-based automation for scalability across growing client lists.
4.5. Automates opt-out and submission tracking, ensuring families are not overwhelmed.
4.6. Strengthens reputation for professional, caring, and responsive service via automation.
4.7. Enables automators to track engagement and adjust follow-up cadence for improved results.
4.8. Consolidates all submitted files for secure, organized memorial content management.