**Purpose**
1.2. Enable social proof and marketing automation via scheduled outreach, reminders, and content gathering for web and social media promotion.
1.3. Ensure seamless, automated feedback loops post-event, after membership renewal, or after equipment rental to capture timely and relevant insights.
1.4. Reduce manual work, increase response rates, and consistently gather content for marketing campaigns, reputation management, and growth.
**Trigger Conditions**
2.2. Automate upon completion of an online booking or equipment rental.
2.3. Automate on new member sign-up or membership renewal.
2.4. Automate via scheduled time intervals or after preset milestones within CRM/platform.
**Platform Variants**
3.1. **Twilio SMS**
• Feature/Setting: Automated SMS survey/request—configure Send SMS action with personalized testimonial request text.
3.2. **SendGrid**
• Feature/Setting: Automate trigger-based email requests—API Email Template Send with merge tags for personalization.
3.3. **Mailchimp**
• Feature/Setting: Automated email journey—configure Customer Journey with "review request" branching.
3.4. **Google Forms**
• Feature/Setting: Pre-filled Form URL—automate dispatch of individual form links via API after member interaction.
3.5. **Typeform**
• Feature/Setting: Automated form distribution—Typeform API webhooks trigger form request upon CRM update.
3.6. **SurveyMonkey**
• Feature/Setting: API Survey Invitation Endpoints—automating send-outs using event-based triggers from club system.
3.7. **HubSpot**
• Feature/Setting: Marketing Workflow—automated email/SMS with post-event survey or review form.
3.8. **Pipedrive**
• Feature/Setting: Workflow automation—trigger review request after deal/activity closure.
3.9. **Salesforce**
• Feature/Setting: Process Builder/Flow—auto-sends testimonial capture emails on contact field update.
3.10. **Airtable**
• Feature/Setting: Airtable Automations—run script to send review links upon new record entry.
3.11. **ActiveCampaign**
• Feature/Setting: Automate—configure automation to send feedback campaign, based on user actions.
3.12. **Facebook Messenger**
• Feature/Setting: Messenger Bot—automation using “Send Message” API after event participation.
3.13. **WhatsApp Business API**
• Feature/Setting: Automate review invitations after CRM triggers event via WhatsApp programmable messages.
3.14. **Slack**
• Feature/Setting: Automate DM requests—Slack API bot sends review reminder after club bot logs participation.
3.15. **Google Sheets**
• Feature/Setting: Sheets API—new row automation triggers email or SMS review requests via connected services.
3.16. **Monday.com**
• Feature/Setting: Automations—set up pulse (row) status change to trigger testimonial collection email.
3.17. **Zendesk**
• Feature/Setting: Triggers—send customer satisfaction automation after support interaction.
3.18. **Zapier**
• Feature/Setting: Multi-step Zap—automate form delivery when triggered by other platform events.
3.19. **Google My Business**
• Feature/Setting: API Invitation—automate review request link after event via direct customer message.
3.20. **Yotpo**
• Feature/Setting: Automated review requests—Yotpo API triggers invitation after ecommerce checkout or event log.
3.21. **Eventbrite**
• Feature/Setting: Post-event automation—Eventbrite webhook to trigger testimonial form upon event participation.
3.22. **Mailjet**
• Feature/Setting: Transactional email automation—configure template and API call post-activity.
**Benefits**
4.2. Increases member and attendee engagement by timely and convenient feedback automation.
4.3. Ensures consistent collection of diverse testimonials for marketing and social proof via fully automated flows.
4.4. Centralizes responses for easy publication and marketing automation, creating ongoing value.
4.5. Maximizes response rates and overall reputation with minimal human intervention due to advanced automation.
4.6. Automatable workflows scale with club growth without additional admin overhead.
4.7. Enhances credibility and trust for new prospects by automating fresh review generation and distribution.