Wellness tips and check-in message automation

Purpose

1. Automate sending personalized wellness tips and check-in messages for ongoing client engagement, using psychological, emotional, and behavioral insights relevant to Gestalt therapy.

2. Automatedly reminds clients of self-care, progress, upcoming sessions, goals, and provides tailored wellness resources.

3. Automation ensures consistent engagement while freeing therapists from manual outreach, increasing retention and satisfaction.

Trigger Conditions

1. Appointment booking or change in session schedule (automated trigger on new or modified calendar event).

2. Inactivity detected (no client contact for specified period; automation triggers re-engagement).

3. Customized schedule (predefined frequency—daily, weekly, post-session—automated by set time or action).

4. Manually triggered automating via therapist dashboard for urgent outreach.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS; configure Messaging API, set up scheduled trigger, and compose wellness/message templates.
  

2. SendGrid

• Feature/Setting: Automate email campaigns; set up Marketing Campaigns API, automated scheduling, and dynamic content.
  

3. WhatsApp Business API

• Feature/Setting: Automates check-ins via templates, set automation rules for timing and frequency.
  

4. Slack

• Feature/Setting: Automate direct messages or reminders using Bots API, schedule automated posts to clients’ DMs.
  

5. Microsoft Teams

• Feature/Setting: Automated chat messages with scheduled workflows; configure Teams Bot and automate message dispatch.
  

6. Mailchimp

• Feature/Setting: Automated email journeys using Automations API, trigger based on user activity.
  

7. HubSpot

• Feature/Setting: Workflows Automation; automated email, SMS, and task reminders with custom sequences.
  

8. ActiveCampaign

• Feature/Setting: Automation builder for scheduled wellness tips; conditional triggers for inactivity or milestones.
  

9. Salesforce Marketing Cloud

• Feature/Setting: Journey Builder API; automates message delivery based on client data/timeline events.
  

10. Telegram Bot API

• Feature/Setting: Bots automate wellness tips/check-ins using webhook and broadcast features.
  

11. Viber Business Messages

• Feature/Setting: Automate message sends through the Broadcast API, configure audience and schedule.
  

12. Google Calendar

• Feature/Setting: Use API to automate event-based triggers for reminders/tips.
  

13. Calendly

• Feature/Setting: Webhook integration triggers automated outreach pre- and post-session.
  

14. Constant Contact

• Feature/Setting: Automated email campaigns; configure Automation Paths by contact action/date.
  

15. Zoho CRM

• Feature/Setting: Workflow Automation; scheduled check-in tasks, SMS, or email via API integration.
  

16. Pipedrive

• Feature/Setting: Automate email templates and activities using Workflow Automation for client engagement.
  

17. Drip

• Feature/Setting: Automate personalized emails/SMS to client base with Automation Rules.
  

18. Intercom

• Feature/Setting: Automated chat/message campaigns with targeted triggers and workflows.
  

19. ClickSend

• Feature/Setting: SMS/email automation using Campaign Management platform and scheduling.
  

20. Facebook Messenger Platform

• Feature/Setting: Chatbot-driven automated reminders and wellness messaging with Message API.
  

Benefits

1. Automating wellness outreach improves client engagement and retention.

2. Consistency in messaging with reduced manual effort—automation saves therapists’ time.

3. Automates client support outside of sessions, contributing to ongoing therapeutic progress.

4. Data-driven automation enables tailored communication based on individual client needs.

5. Scalability—automator handles growing client lists without added manual workload.

6. Automatedly ensures no client is overlooked for care/check-ins.

7. Increases likelihood of successful therapy with frequent, automated touchpoints.