Purpose
1.2. Automate tracking satisfaction, identifying improvement areas, automating testimonials, and capturing potential automated referrals.
1.3. Automate follow-up actions based on feedback: automatedly notify staff if dissatisfaction arises, automate positive reviews requests, automate storing of feedback for analysis.
Trigger Conditions
2.2. Student marking attendance in the automator system.
2.3. Trainer or admin confirms class completion.
2.4. X hours or days post-event (configurable timer automatedly triggers process).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS; configure API to send feedback links; sample: POST /Messages with dynamic phone numbers.
3.2. SendGrid
• Feature/Setting: Automated email send; use 'Send Email' API for surveys; sample: /mail/send with dynamic templating.
3.3. Mailchimp
• Feature/Setting: Automate campaign to attendees; trigger: Class ended tag; configure via 'Add Tag' API.
3.4. SurveyMonkey
• Feature/Setting: Automated survey send; use Send Survey API post-class.
3.5. Google Forms
• Feature/Setting: Generate prefilled links dynamically; use Forms API to insert event data.
3.6. Typeform
• Feature/Setting: Automated feedback form send using Create Response API; triggers via webhook.
3.7. Microsoft Teams
• Feature/Setting: Automate direct message or channel post; use Bot API for feedback prompt.
3.8. Slack
• Feature/Setting: Automated DM via chat.postMessage; schedule message for feedback.
3.9. HubSpot
• Feature/Setting: Automated feedback workflow; use Workflow API to trigger feedback form delivery.
3.10. Salesforce
• Feature/Setting: Automate post-class survey task via Process Builder or Surveys API.
3.11. ActiveCampaign
• Feature/Setting: Automated email sequence; use Automations Trigger API post-event.
3.12. Zoho CRM
• Feature/Setting: Automated workflow rule; set Feedback Email action via 'Workflow Rules API'.
3.13. Airtable
• Feature/Setting: Automate record update and survey links via Automations; use create/update record API.
3.14. Monday.com
• Feature/Setting: Automated item creation with survey link URL for attendee; use Board API for automation.
3.15. Pabbly Connect
• Feature/Setting: Automate feedback flow via webhook and survey tool API integration.
3.16. ClickSend
• Feature/Setting: Automated SMS with feedback URL; configure Send SMS API on trigger.
3.17. Intercom
• Feature/Setting: Automated in-app message with survey using Conversations API.
3.18. WhatsApp Business API
• Feature/Setting: Automated feedback solicitation via template message.
3.19. Google Sheets
• Feature/Setting: Automatedly insert feedback links in attendee entries, using Sheets API.
3.20. Outlook 365
• Feature/Setting: Automate email send via Graph API, with survey links post-event.
3.21. Telegram Bot API
• Feature/Setting: Automated direct survey message using sendMessage API on event trigger.
Benefits
4.2. Automator eliminates manual outreach, reducing administrative load.
4.3. Automation captures real-time data, enabling automatedly triggered improvements and retention offers.
4.4. Automated reminders boost timely participation in feedback.
4.5. Automating feedback creates a reliable archive for ongoing performance tracking and marketing uses.