Communication & Follow-UpsPurpose
1.2. Automating customized follow-ups to solicit direct feedback and public testimonials for marketing.
1.3. Ensure consistent, prompt, and targeted satisfaction and testimonial requests without manual outreach.
1.4. Automatedly aggregate feedback for operational improvements and reputation management.
1.5. Use multi-channel automation to maximize response rates with minimal staff involvement.
Trigger Conditions
2.2. Automation triggers after predetermined time interval post-completion for optimal timing.
2.3. Automated process also triggers on manual flag by staff, e.g., "request feedback" in CRM.
2.4. Automates for subgroups (e.g., adults vs. children, language type) using custom rules.
Platform Variants
- Feature/Setting: Automate SMS using Messaging API, configure webhook for triggers, map student names & class details.
3.2. SendGrid
- Feature/Setting: Automation of personalized feedback email using SendGrid API v3/mail/send endpoint, merge student data dynamically.
3.3. Mailchimp
- Feature/Setting: Automated campaign with pre-built feedback form, use ‘Automations’ with event-based triggers after class end-date.
3.4. Slack
- Feature/Setting: Automated direct/student group message using chat.postMessage API with testimonial request template.
3.5. HubSpot
- Feature/Setting: Workflow automates feedback emails and forms, use ‘contact property change’ as trigger event in ‘Workflows’.
3.6. Salesforce
- Feature/Setting: Automation in ‘Process Builder’ to send feedback email via Salesforce Email Alerts or integrated Messaging API.
3.7. Gmail API
- Feature/Setting: Automatedly send personalized emails using Gmail API ‘messages.send’ endpoint, schedule post-completion.
3.8. WhatsApp Business API
- Feature/Setting: Template message automation using ‘messages’ endpoint, triggers on CRM event or webhook.
3.9. Typeform
- Feature/Setting: Automated request via API using ‘Create Response’ endpoint, embeds dynamic student/course info.
3.10. Google Forms
- Feature/Setting: Automating email/post-send of form link via Apps Script triggered by Sheets on course end.
3.11. Zoho CRM
- Feature/Setting: Workflow Rule automates feedback request email/SMS from contacts’ lifecycle stages.
3.12. ActiveCampaign
- Feature/Setting: Automated ‘Automations’ sequence triggered by deal status or tag update, sends survey/request email.
3.13. Pipedrive
- Feature/Setting: Automator triggers follow-up activity or email using Workflow Automation after a deal reaches "completed".
3.14. Intercom
- Feature/Setting: Automated message set up via 'Outbound Messages' with trigger ‘when conversation ends’ or ‘tag applied’.
3.15. SurveyMonkey
- Feature/Setting: API automates sending of survey using ‘collectors/create’ and ‘send/collector_messages’ post-event.
3.16. Microsoft Teams
- Feature/Setting: Automates sending feedback request via Bot Framework, triggers in channel or DM post-completion.
3.17. Facebook Messenger
- Feature/Setting: Automated feedback bot sends message using Messenger Send API on student completion trigger.
3.18. Airtable
- Feature/Setting: Automation scripts trigger feedback request email or SMS from records meeting ‘completion’ view/filter.
3.19. Klaviyo
- Feature/Setting: Automate email/SMS using ‘Flows’ triggered by segment entry (i.e., finished students).
3.20. Zendesk
- Feature/Setting: Trigger-based automation sends satisfaction request using ‘Triggers’ and ‘Macros’ on ticket solve or class complete.
Benefits
4.2. Higher response and engagement rates by automatically using preferred channels per student.
4.3. Automates aggregation and systematic collection for quality monitoring and marketing materials.
4.4. Provides continuous feedback loop, enabling faster operational improvements through automated insights.
4.5. Ensures a scalable, repeatable, and auditable satisfaction and testimonial request process via full automation.