Regular mental health check-in messages

Purpose

1.1. Automate regular mental health check-in messages to support ongoing client wellbeing, foster open communication, and enable early intervention in marriage or relationship counseling.
1.2. Automating check-ins reduces counselor workload, improves client engagement, and ensures consistent outreach over time.
1.3. Automatedly track responses for patterns and alert counselors to potential issues, enabling proactive and data-driven client care.

Trigger Conditions

2.1. Scheduled intervals: daily, weekly, or custom frequencies as defined per client.
2.2. Event-driven: after sessions, anniversaries, or predefined milestone events.
2.3. Response-based: absence of client reply within a set timeframe triggers reminders or escalations.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; automate outbound check-in texts, sample: configure POST to /Messages endpoint with client number and message template.

3.2. SendGrid
• Feature/Setting: Transactional Emails; automate email dispatch, configure /mail/send API with dynamic templates.

3.3. WhatsApp Business API
• Feature/Setting: Automate template messages using /messages endpoint, attach client session data for personalization.

3.4. Slack
• Feature/Setting: Chat.postMessage API; automate DM check-ins within private or shared client channels.

3.5. Microsoft Teams
• Feature/Setting: Graph API /chats/sendActivity; schedule automated check-in messages utilizing bots for engagement.

3.6. Gmail (Google Workspace API)
• Feature/Setting: Automated email composition via /users.messages.send, leverage scheduled triggers.

3.7. Mailchimp
• Feature/Setting: Automated email journeys, configure Audience tags and Automation triggers.

3.8. HubSpot
• Feature/Setting: Marketing Email API with workflow triggers to automate check-in sequences.

3.9. ActiveCampaign
• Feature/Setting: Automations with Messaging/Email API, schedule check-in campaigns.

3.10. Zendesk
• Feature/Setting: Triggers & automations within Support, dispatch automated reminders to clients.

3.11. Salesforce
• Feature/Setting: Process Builder or Flow for automating message delivery via Email or SMS integrations.

3.12. Zoho CRM
• Feature/Setting: Scheduled workflows with automated email or SMS tasks.

3.13. Pipedrive
• Feature/Setting: Workflow Automation for scheduled communication via email/SMS integrations.

3.14. Telegram Bot API
• Feature/Setting: Automate /sendMessage method for discreet, periodic check-ins.

3.15. Facebook Messenger Platform
• Feature/Setting: Automated messaging using Send API for personalized client engagement.

3.16. ClickSend
• Feature/Setting: Automate SMS/Email dispatch using /v3/sms/send and /v3/email/send endpoints.

3.17. Intercom
• Feature/Setting: Automated chat/message campaigns to prompt engagement at scheduled intervals.

3.18. Drip
• Feature/Setting: Automated email workflows via Campaign and API endpoint /v2/subscribers.

3.19. Front
• Feature/Setting: Rules-based automatic email/SMS replies for check-in touchpoints.

3.20. Plivo
• Feature/Setting: SMS/Messaging API, automate check-in message flows via /Message endpoint.

3.21. Google Calendar API
• Feature/Setting: Event-based triggers for scheduled notifications using /events/insert & notifications.

3.22. Brevo (ex-Sendinblue)
• Feature/Setting: Transactional email & SMS API for automating personalized check-in routines.

Benefits

4.1. Automates consistent communication and engagement, improving client retention.
4.2. Automating reminders decreases missed opportunities for intervention.
4.3. Enables automatedly tracking and analytics on engagement trends for counselors.
4.4. Reduces manual administrative load, allowing counselors to focus on higher-value tasks.
4.5. Delivers scalable, automatable processes for growing counseling practices.