Survey follow-ups to class participants

Purpose

1. Automate the process of sending survey follow-ups to participants after attending dive classes, gathering feedback to improve instruction and customer satisfaction, automating data collection, reducing manual workloads, and identifying trends to enhance future offerings in the context of dive shop rentals, classes, and booking management.

Trigger Conditions

1. Participant completes a dive class and their attendance is marked in the system.

2. Predefined period (e.g., 1 hour, 1 day) after class completion.

3. Triggered by booking management status change (e.g., from “In Progress” to “Completed”).

4. Automatedly based on CRM or POS system event.

5. Opt-in from participant for post-class communications.

Platform Variants

1. Twilio SMS

 • Feature/Setting: Send SMS via API after class completion. Configure trigger on class status update event.
 • Sample: Trigger POST request to /Messages endpoint using participant’s phone number.

2. SendGrid

 • Feature/Setting: Automate follow-up emails with dynamic templates. Configure Send Email API upon trigger.
 • Sample: POST to /mail/send with dynamic survey link based on class.

3. Mailchimp

 • Feature/Setting: Use Automations → Customer Journeys to send follow-up sequences.
 • Sample: Journey triggers on CRM “Class Completed” tag.

4. Google Sheets

 • Feature/Setting: Store feedback data automatically using Sheets API.
 • Sample: Append row to sheet on survey completion event.

5. Typeform

 • Feature/Setting: Generate survey form and automate sending unique links.
 • Sample: Use Typeform API to fetch and distribute form URL.

6. Zapier

 • Feature/Setting: Automated workflow builder for linking class completion to survey email/SMS.
 • Sample: Trigger = Google Calendar event ends; Action = Gmail send.

7. SurveyMonkey

 • Feature/Setting: Automate distribution via Email Collectors API.
 • Sample: POST to /collectors/{collector_id}/messages.

8. HubSpot

 • Feature/Setting: Use Workflows to automate follow-up email after class status changes.
 • Sample: List segmentation by custom property “Last Class Attended”.

9. Salesforce

 • Feature/Setting: Automate follow-up survey via Process Builder after event record update.
 • Sample: Send Survey Flow started after Opportunity stage change.

10. Slack

 • Feature/Setting: Automate internal alerts/reminders to staff via Webhook API on follow-up status.
 • Sample: POST survey completion summary to channel.

11. ActiveCampaign

 • Feature/Setting: Automates personalized survey emails via automation recipes.
 • Sample: Trigger on “Tag Added” (‘Attended Dive Class’).

12. Pipedrive

 • Feature/Setting: Automate follow-up activity scheduling using Workflow Automation.
 • Sample: Create Activity when “Deal” status=“Won”.

13. Calendly

 • Feature/Setting: Automates post-event reminders with follow-up message/links via Webhooks.
 • Sample: Webhook triggers email when class event concludes.

14. Constant Contact

 • Feature/Setting: Automated email campaign to recent class attendee segment.
 • Sample: Schedule campaign with API call adding new contacts to a list.

15. Microsoft Power Automate

 • Feature/Setting: Flow automator links booking app to Outlook email with survey.
 • Sample: Flow triggers on new booking completion.

16. Freshdesk

 • Feature/Setting: Automated ticket creation for feedback-related issues post-survey.
 • Sample: Webhook from survey creates ticket if score < threshold.

17. Intercom

 • Feature/Setting: Automate in-app survey/push after class via Conversations API.
 • Sample: Auto-trigger survey message.

18. WhatsApp Business API

 • Feature/Setting: Automated personalized follow-up messages via messaging API.
 • Sample: SendTemplateMessage on schedule.

19. Airtable

 • Feature/Setting: Store and update survey data via automations and API.
 • Sample: New Record created after survey submission.

20. Jotform

 • Feature/Setting: Embeddable, automatable survey sent post-class.
 • Sample: Automated email reminders with secure link.

21. Shopify

 • Feature/Setting: Shopify Flow automates follow-up email to customers post-rental/class.
 • Sample: Action after order “fulfilled” for classes.

22. Klaviyo

 • Feature/Setting: Automates survey email flows with dynamic content to class attendees.
 • Sample: Triggered flow by event from booking engine.

Benefits

1. Automates timely collection of participant feedback, increasing response rates.

2. Reduces manual effort in follow-up, maximizing staff productivity.

3. Automates data aggregation for easy reporting and trend tracking.

4. Ensures standardized, branded communication with every class participant.

5. Automating corrections for dissatisfied customers, boosting loyalty and referrals.

6. Speeds up detection and resolution of service issues via immediate automated alerts.

7. Automates capturing testimonials and positive feedback for marketing reuse.

8. Strengthens ongoing customer engagement with personalized, automated touchpoints.

9. Supports continuous improvement of dive shop offerings through robust automation.