Purpose
1.2. Automating review invitations to increase positive online presence and gather actionable insights for swimming businesses.
1.3. Enable seamless, timely, and personalized communication without manual follow-up, enhancing customer engagement automatedly.
1.4. Automates the engagement workflow for each relevant customer interaction, boosting marketing efforts and customer trust.
Trigger Conditions
2.2. Automatedly triggered after lapse of specific time (e.g., 24–48 hours post-visit) for optimal feedback timing.
2.3. Triggers via new record in booking system, CRM update, or payment system webhook.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS send; configure “Messages API” with custom message templates for review invitations.
3.2. SendGrid
• Feature/Setting: Automation with “Single Send Campaigns”; use API to dispatch bulk or transactional review request emails.
3.3. Mailchimp
• Feature/Setting: “Customer Journeys” automation; set event-driven workflows to send review-request emails post-visit.
3.4. ActiveCampaign
• Feature/Setting: “Automations” for post-interaction triggers; API for linking booking CRM data and dispatching review invites.
3.5. Zapier
• Feature/Setting: “Zap” automations; link CRM or POS triggers to Gmail/Slack/SMS for automated review requests.
3.6. HubSpot
• Feature/Setting: Workflow automations linked to Deals/Contacts; set review invite email automation on close triggers.
3.7. Zoho CRM
• Feature/Setting: “Workflow Rules” for post-visit/task completion; automate external communication via built-in Email/SMS module.
3.8. Salesforce
• Feature/Setting: “Process Builder” or “Flow” automates review invitations by mapping to Opportunity/Lead completion.
3.9. Klaviyo
• Feature/Setting: “Flow” automation, triggered by booking activity or custom segment for review-seeking emails.
3.10. Google Sheets
• Feature/Setting: On new row/updated row, use Apps Script automation to trigger API call to messaging service for review invitations.
3.11. Facebook Messenger
• Feature/Setting: Automated bot messages using Messenger/Social API, sending reminders post-visit.
3.12. WhatsApp Business API
• Feature/Setting: Automated template message via WhatsApp Cloud API immediately after transaction record.
3.13. Intercom
• Feature/Setting: “Series” automations or Bots configured for in-app review prompts post-goal completion.
3.14. Slack
• Feature/Setting: Bot workflow automation to notify and message internal teams or customers for manual or automated review requests.
3.15. Typeform
• Feature/Setting: Automated form distribution via webhook after booking events for direct review submission.
3.16. SurveyMonkey
• Feature/Setting: “Collector” automation tied to API/webhook, delivering surveys based on external system triggers.
3.17. Shopify
• Feature/Setting: Use “Flows” and review app APIs to trigger messages or emails post-purchase/booking.
3.18. Yotpo
• Feature/Setting: Automated email or SMS via Yotpo API post-visit/purchase, configured within campaign manager.
3.19. Trustpilot
• Feature/Setting: “Automatic Feedback Service”; configure API to dispatch invites upon service completion events.
3.20. Microsoft Power Automate
• Feature/Setting: Automated cloud flows using event triggers from CRM or POS, sending review requests via preferred channel.
3.21. Pabbly Connect
• Feature/Setting: Multi-step automations tied to CRM data updated events for sending custom review invitations by email or SMS.
3.22. Gmail API
• Feature/Setting: Trigger automation on booking update to generate and send review invite emails programmatically.
3.23. Booking.com API
• Feature/Setting: Automate post-booking communication and review prompts using Reservation and Messaging API.
3.24. Aircall
• Feature/Setting: Call wrap automation initiates SMS/email review invitations post-call using native integrations.
Benefits
4.2. Automating timing optimizes response rates and customer experiences.
4.3. Automation provides centralized tracking and data for growth insights.
4.4. Automating multi-channel outreach boosts review diversity and business credibility.
4.5. Reduces staff workload and ensures every customer is prompted automatically for feedback.