Automated feedback request and testimonial collection

Purpose

1. Automate the process of requesting feedback and collecting client testimonials after counseling sessions to enhance service quality, boost credibility, and improve client retention.

2. Ensure every family planning client receives a prompt, automated communication requesting feedback and a testimonial, reducing manual intervention and missed follow-ups.

3. Automate consolidation and organization of client testimonials for marketing, compliance, and continual service improvement purposes.

Trigger Conditions

1. Automate sending feedback requests at a set interval after session completion (e.g., 24 hours post-appointment).

2. Automation can also trigger from a change in CRM record status or completion of a digital intake form.

3. Automating responses to calendar events marked as ‘completed’ or payment confirmed automatedly launches request workflow.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate sending SMS via Twilio Programmable Messaging API.
  
• Sample: Configure API endpoint, recipient, and message templating in outbound automation script.
  

2. SendGrid

• Feature/Setting: Automation via SendGrid Transactional Email API.
  
• Sample: Auth, Automated Template Use, dynamic data merge fields for client personalization.
  

3. Mailchimp

• Feature/Setting: Automate feedback campaigns via Audience Triggers and Journey Builder API.
  
• Sample: Set journey trigger as “appointment completed” with automated feedback form link.
  

4. Google Forms

• Feature/Setting: Automatically generate and send personalized form links via Google Forms API.
  
• Sample: Automate API call using prefilled fields for each client.
  

5. Typeform

• Feature/Setting: Automated feedback collection using Typeform Responses API.
  
• Sample: Automate form link sharing; Configure webhook for real-time testimonial capture.
  

6. HubSpot

• Feature/Setting: Workflow Automation for Feedback Tasks using HubSpot Workflows API.
  
• Sample: Automated emails or SMS based on contact lifecycle changes.
  

7. Salesforce

• Feature/Setting: Process Builder or Flow to automate feedback requests post-case closure.
  
• Sample: Automated “Case Closed” triggers email with feedback and testimonial link.
  

8. Microsoft Power Automate

• Feature/Setting: Automate multi-channel feedback request flows linked to Outlook, Forms, Teams.
  
• Sample: Automated feedback email generation based on calendar or CRM triggers.
  

9. Zoho CRM

• Feature/Setting: Workflow Automation for event-based feedback emails/SMS via Zoho CRM API.
  
• Sample: Automated message after appointment closure event.
  

10. Slack

• Feature/Setting: Automated DMs or Slackbot notifications via Slack API Webhooks.
  
• Sample: Automate sending feedback reminders to clients using slash commands.
  

11. Intercom

• Feature/Setting: Automated message sequences post-appointment via Intercom API.
  
• Sample: Trigger automated feedback bots after session tagged ‘complete’.
  

12. SurveyMonkey

• Feature/Setting: SurveyMonkey API to automate feedback survey links.
  
• Sample: Automated response tracking and follow-ups after survey submission.
  

13. Airtable

• Feature/Setting: Automate record updates and personalized email/SMS dispatch via Airtable Automations.
  
• Sample: Automation flows connected to form completion.
  

14. ActiveCampaign

• Feature/Setting: Automated email/sms series via Automations feature.
  
• Sample: Configure automated sequence for feedback and testimonial collection.
  

15. WhatsApp Business API

• Feature/Setting: Automate post-appointment messages for feedback via WhatsApp Business API.
  
• Sample: Pre-approved template message automatedly sent to clients.
  

16. Calendly

• Feature/Setting: Automate triggers upon “Meeting Completed” event via Calendly API.
  
• Sample: Automated feedback request as part of scheduling workflow.
  

17. Pipedrive

• Feature/Setting: Workflow Automation for deal stage “completed sessions”.
  
• Sample: Auto send of feedback email when deal converts.
  

18. Google Sheets

• Feature/Setting: Automate log updates and personalized mail merge using Google Sheets API.
  
• Sample: Trigger email dispatch using row addition as automation initiation.
  

19. Zapier

• Feature/Setting: Multi-app workflow automation connecting CRM, Email, SMS, Forms.
  
• Sample: Trigger workflow on CRM update to automate feedback form delivery.
  

20. Freshdesk

• Feature/Setting: Automated ticket workflow for customer feedback via Freshdesk API.
  
• Sample: Trigger satisfaction survey on ticket closure.
  

Benefits

1. Automates and standardizes feedback and testimonial collection, saving counselor’s time.

2. Ensures every client receives a prompt and consistent automated request, improving data reliability.

3. Improves outreach and client retention by automating actionable insights.

4. Reduces manual errors and follow-up delays through seamless workflow automation.

5. Allows automated aggregation and reuse of testimonials for marketing and quality monitoring, enhancing credibility in family planning services.