Targeted testimonials/reviews request campaigns

**Purpose**

1.1. Automate the personalized solicitation of testimonials/reviews from EMDR therapy clients post-session or after a successful treatment cycle.
1.2. Enhance online reputation, build trust, and drive client acquisition through targeted, automated feedback collection.
1.3. Systematically identify satisfied clients and automate outreach using their preferred communication channel.
1.4. Streamline follow-ups to increase review conversion rates without manual effort, ensuring a continuous influx of testimonial content for marketing.

**Trigger Conditions**

2.1. Automatedly trigger after client status is marked “Completed” in EHR/CRM.
2.2. Automate on milestone achievement (e.g., after 3rd or 6th session).
2.3. Time-based automation: X days after last appointment or discharge.
2.4. Manually flagged clients for review requests by therapist, initiating automation.

**Platform Variants**

3.1. Twilio SMS
- Feature/Setting: Automate SMS message flows using programmable SMS API; configure for timed or event-based triggers.
3.2. SendGrid
- Feature/Setting: Automate multi-step email campaigns; use transactional templates with automated triggers.
3.3. Mailchimp
- Feature/Setting: Automated email journeys triggered by CRM data or tags; integrate API for custom triggers.
3.4. ActiveCampaign
- Feature/Setting: Automate segmented review request drip series; use automations for score-based outreach.
3.5. HubSpot
- Feature/Setting: Automate post-session workflow for feedback requests using workflow automation and email API.
3.6. Salesforce
- Feature/Setting: Automate personalized review requests through process builder and email/SMS automation.
3.7. Zendesk
- Feature/Setting: Automate ticket-based feedback request after resolution via triggers and automations.
3.8. Zoho CRM
- Feature/Setting: Automated workflow rules to send review links via email/SMS through integrated APIs.
3.9. Constant Contact
- Feature/Setting: Pre-scheduled automated review campaigns with list segmentation and post-engagement actions.
3.10. Google My Business API
- Feature/Setting: Automate direct review link delivery post-session; update client status and send trigger via API.
3.11. Typeform
- Feature/Setting: Automate sending customized feedback forms post-session via email or SMS trigger.
3.12. SurveyMonkey
- Feature/Setting: Automated survey dispatch via workflow integration, collecting testimonials as survey answers.
3.13. WhatsApp Business API
- Feature/Setting: Use message templates for automated, compliant post-therapy review invitation.
3.14. Facebook Messenger API
- Feature/Setting: Automate sending post-care review requests using timed bot messages and audience rules.
3.15. Slack
- Feature/Setting: Automate sending internal review requests/reminders to clinicians for follow-up on testimonials.
3.16. Intercom
- Feature/Setting: Automated post-interaction review requests triggered by in-app events.
3.17. Calendly
- Feature/Setting: Automate follow-up email invites for reviews after scheduled therapy sessions.
3.18. Clio Grow
- Feature/Setting: Automate email drips post-milestone completion using task workflows and email automation.
3.19. Acuity Scheduling
- Feature/Setting: Automate post-session feedback requests via email/SMS based on booking completions.
3.20. Drip
- Feature/Setting: Automate segmented email review asks with dynamic personalization based on behavioral triggers.

**Benefits**

4.1. Automates timely review solicitation, ensuring no manual follow-up is missed.
4.2. Systematically automates message delivery, improving testimonial acquisition rate.
4.3. Ensures compliance and personalization through configurable, automatable templates.
4.4. Enables data-driven automation and reporting for marketing optimization.
4.5. Scales outreach efficiently as client volume grows using robust automation strategies.
4.6. Provides seamless integration with therapy workflows, minimizing administrative overhead through total automation.