Support, Service & Community EngagementPurpose
1.2. Deliver post-session materials (manuals, videos), gather satisfaction insights, offer personalized product recommendations, and remind of upcoming events, enhancing customer loyalty and shop reputation.
Trigger Conditions
2.2. Marked ‘session ended’ time in calendar tool or CRM.
2.3. Customer flagged as ‘training complete’ via POS or registration form submission.
2.4. New record in designated Google Sheet or database row for ‘attended’.
2.5. Manual upload or scan of paper attendance sheet into online system.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Twilio Messaging API; configure automated message to attendee’s phone number post-session.
• Sample: POST to /Messages with dynamic customer and session data.
3.2. SendGrid
• Feature/Setting: SendGrid v3 Mail Send API; use dynamic email templates triggered by new attendee entry.
• Sample: POST to /mail/send with training date and materials links.
3.3. Mailchimp
• Feature/Setting: Audience automation; trigger email journey when attendee tag added.
• Sample: Automated campaign on ‘training-attendee’ tag assignment.
3.4. HubSpot
• Feature/Setting: Workflow Automation; trigger task or email when contact property ‘Last Training Session’ updated.
• Sample: Enroll in ‘Training Follow-Up Email’ workflow.
3.5. Salesforce
• Feature/Setting: Process Builder; auto-send follow-up task, email, or SMS when custom object ‘Session Attended’ is checked.
• Sample: Rule monitoring ‘Session Status’ field.
3.6. Zoho CRM
• Feature/Setting: Workflow Rule; trigger custom follow-up email template when Session Completed field toggles.
• Sample: Automated message referencing specific session.
3.7. Google Sheets
• Feature/Setting: App Script Trigger; on new row in ‘Attendees’, execute email/SMS workflow.
• Sample: Script reading new lines as trigger.
3.8. ActiveCampaign
• Feature/Setting: Automation Builder; start post-training sequence when contact enters list ‘Session Participants’.
• Sample: Sequence initiates right after session log entry.
3.9. Slack
• Feature/Setting: Incoming Webhooks; send channel alert to support team after session completion.
• Sample: Notification with customer info for proactive outreach.
3.10. Microsoft Teams
• Feature/Setting: Automated Flows (Power Automate); post reminder to specified channel when session attendees logged.
• Sample: Message with follow-up checklist.
3.11. Typeform
• Feature/Setting: Send follow-up questionnaire via API after registration webhook received.
• Sample: POST to /responses/create with customer email.
3.12. SurveyMonkey
• Feature/Setting: Trigger post-session survey with Automated Invitations API.
• Sample: POST to /collector/{id}/responses with attendee emails.
3.13. Airtable
• Feature/Setting: Automation to email contacts when ‘Attended’ checkbox set to true.
• Sample: Configuration in Automations > When record matches conditions.
3.14. Pipedrive
• Feature/Setting: Workflow Automation to send note or trigger mail when deal moves to ‘Trained’ stage.
• Sample: Condition = Stage change to ‘Trained’, Action = Send template.
3.15. WhatsApp Business API
• Feature/Setting: Send templated session follow-up message via API to customer’s number.
• Sample: POST to /messages with template name and variables.
3.16. Intercom
• Feature/Setting: Auto-message rule when contact tagged ‘Attendee’ or ‘Trained’.
• Sample: Inbound message configured in automations.
3.17. Freshdesk
• Feature/Setting: Post-session ticket with info and resources using API.
• Sample: POST to /tickets API for every session attendee.
3.18. Zendesk
• Feature/Setting: Trigger new follow-up support ticket or email using Triggers API on ‘Attended’ event.
• Sample: Ticket body contains session follow-up link.
3.19. Eventbrite
• Feature/Setting: Use Webhooks to trigger custom POST to automation flow post-event, delivering follow-up.
• Sample: Webhook for ‘event_attended’ with attendee details.
3.20. Microsoft Outlook
• Feature/Setting: Automated Mail Flow; send follow-up using Mail API when entry in session calendar detected.
• Sample: Scripted mail with feedback form and resources.
3.21. Calendly
• Feature/Setting: Use Webhook after session completion to trigger follow-up actions.
• Sample: POST to automation workflow on event end.
3.22. Monday.com
• Feature/Setting: Automate sending personalized messages to users marked as ‘Trained’ on item status change.
• Sample: Integration automation with condition ‘Status = Trained’.
Benefits
4.2. Automates repetitive outreach, saving staff time and standardizing tone.
4.3. Rapid data collection for future session improvements and targeted marketing.
4.4. Strengthens buyer community through proactive post-event support and resources.
4.5. Reduces missed follow-ups and enhances up/cross-sell opportunities.