Post-Event & Feedback CollectionPurpose
1.2. Automating this ensures full coverage of all clients, consistent timing, and includes direct links to key review platforms.
1.3. Automator curates customizable message templates for each client, including specific mention of service highlights for personalized engagement.
1.4. Creates an automatable follow-up loop to boost the celebrant’s social proof, SEO ranking, and future bookings via social validation.
1.5. Centralizes feedback requests, review monitoring, and reminder automations across multiple channels for maximum outreach and compliance.
Trigger Conditions
2.2. Automator triggers once final invoice is paid or a set number of days after wedding date.
2.3. Automated review workflow activates when ceremony feedback form is received or edited.
2.4. Automation is initialized by a manual workflow button or via survey form submission in a client portal.
Platform Variants
• Feature/Setting: Automated SMS send — use Programmable Messaging API; configure template with review links; trigger via webhook.
3.2. SendGrid
• Feature/Setting: Automated transactional email — use Mail Send API; configure dynamic templates for personalized review requests.
3.3. Gmail API
• Feature/Setting: Send message endpoint — automate personalized follow-ups directly from custom sender account.
3.4. Outlook/Microsoft Graph
• Feature/Setting: /sendMail endpoint — automate branded review requests directly to recipient’s inbox.
3.5. WhatsApp Business Cloud API
• Feature/Setting: Automated template message — deliver rich review links and instructions via WhatsApp.
3.6. Facebook Messenger Platform
• Feature/Setting: Send API — automate personalized message inviting social review, with direct links.
3.7. Slack
• Feature/Setting: chat.postMessage — automate sending internal reviews or reminders to team channels.
3.8. HubSpot
• Feature/Setting: Workflow automation — trigger email/SMS review requests post-event via updated contact properties.
3.9. Salesforce
• Feature/Setting: Process Builder or Flow — automate feedback and review requests after opportunity closed.
3.10. Mailchimp
• Feature/Setting: Journeys/automated campaign — schedule follow-up review campaign based on event date.
3.11. ActiveCampaign
• Feature/Setting: Automation builder — trigger multi-channel review requests and handle responses.
3.12. Keap/Infusionsoft
• Feature/Setting: Campaign Builder — automate review prompts and reminders post-event.
3.13. Zoho CRM
• Feature/Setting: Workflow Rules/Deluge script — automate multi-channel review requests after deal close.
3.14. SurveyMonkey
• Feature/Setting: Automated survey send — incorporate review link in completion page; use integration trigger.
3.15. Google Chat API
• Feature/Setting: Spaces.messages.create — automate review reminders or internal requests post-event.
3.16. Microsoft Teams
• Feature/Setting: Send Activity feed notification via Graph — automate reminders to team about pending client reviews.
3.17. Typeform
• Feature/Setting: Thank You screen links — automate guidance for public review after client survey completion.
3.18. Trello
• Feature/Setting: Butler Automation — trigger review prompt card creation or checklist auto-completion.
3.19. Monday.com
• Feature/Setting: Automations — automate sending review prompt emails or messages when project status changes.
3.20. Google Sheets API
• Feature/Setting: Automated row addition — log sent review prompts or track client feedback statuses for auditing.
Benefits
4.2. Automating review collection boosts visibility, credibility, and future referrals.
4.3. Automation ensures no opportunity for client feedback is missed.
4.4. Automated, platform-specific messaging increases likelihood of public reviews.
4.5. Automator saves staff time, standardizes outreach, and keeps records for compliance and reporting.