Customer Management and CommunicationPurpose
1.2. Automatedly trigger post-visit engagement to improve ongoing event quality, customer retention, and reputation management.
1.3. Collect and analyze responses in an automated flow to automate reporting for management and refine offerings.
Trigger Conditions
2.2. Triggered based on session end time, event completion, or post-purchase status automatically.
2.3. Automator initiates from CRM update or completed digital waiver.
2.4. Automated batch schedule (e.g., nightly or weekly) for survey distribution.
2.5. Automating based on customer check-in/check-out events.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS sending using Twilio API (`/Messages`) with dynamic survey links.
• Configuration: Auth credentials, recipient list, message body templating, webhook for response tracking.
3.2. SendGrid
• Feature/Setting: Automated email sending via SendGrid API (`/mail/send`).
• Configuration: API key, email template ID for surveys, recipient mapping, event webhook for engagement.
3.3. Mailchimp
• Feature/Setting: Marketing Automation > Customer Journey trigger post-event.
• Configuration: Automated segment, trigger after contact activity, choose survey campaign.
3.4. SurveyMonkey
• Feature/Setting: Automated collector link and SurveyMonkey API (`/v3/surveys/{id}/collectors`).
• Configuration: Automated API call post-session, unique survey URLs, callback for response status.
3.5. Google Forms
• Feature/Setting: Automate send form via Google Forms API (`forms.responses.create`).
• Configuration: Email or SMS distribution, automated form prefill, scheduled mail merge.
3.6. Typeform
• Feature/Setting: Automated survey distribution via Typeform Webhooks/API (`/responses`).
• Configuration: Dynamic fields, automating post-event invite, collecting responses in CRM.
3.7. HubSpot
• Feature/Setting: Workflow Automation > Triggered emails post customer lifecycle stage.
• Configuration: Automating workflows for survey emails, response logging via forms integration.
3.8. Zendesk
• Feature/Setting: Customer satisfaction automation via Zendesk Triggers (`POST /api/v2/automations`).
• Configuration: Event triggers (ticket closed), automated email with survey link, reporting dashboard.
3.9. Freshdesk
• Feature/Setting: Automator > Satisfaction Survey automation settings.
• Configuration: Trigger after ticket/event closure, automated dispatch to customer email.
3.10. Salesforce
• Feature/Setting: Process Builder > Automated email/post after event record update.
• Configuration: Automated flow runs after session complete, survey record association.
3.11. ActiveCampaign
• Feature/Setting: Automation builder > “When contact completes a parkour event” trigger.
• Configuration: Automated survey email or SMS, tracking survey response as an automation goal.
3.12. Intercom
• Feature/Setting: Automated message after custom event (“event completed”).
• Configuration: In-app or email automated survey, automating follow-up based on user segment.
3.13. Airtable
• Feature/Setting: Airtable Automations > “When record updated” action triggers survey.
• Configuration: Automated integration to external survey URL field and send notifications.
3.14. Outlook 365
• Feature/Setting: Automated email from shared mailbox using Power Automate integration.
• Configuration: Triggering logic on calendar event end, automated survey template insertion.
3.15. Slack
• Feature/Setting: Automated survey via Slack bot or workflow builder trigger.
• Configuration: Post-survey automation to channel/DM, scheduled reminders w/ survey link.
3.16. Zapier
• Feature/Setting: Multi-service automation for survey distribution post-trigger.
• Configuration: Automatedly link multiple triggers (e.g., bookings, waivers) to survey platform.
3.17. Google Sheets
• Feature/Setting: Automated survey invite via Google Sheets script on new row addition.
• Configuration: Automator sends survey when attendance row logged, aggregates responses.
3.18. Pipedrive
• Feature/Setting: Workflow Automation > After activity is marked done.
• Configuration: Automatedly trigger survey email or SMS after session logged in system.
3.19. Klaviyo
• Feature/Setting: Flow Automation > After event tag or property change.
• Configuration: Automator sends survey campaign, automates follow-up sequence for non-responders.
3.20. Qualtrics
• Feature/Setting: Automated distribution > Trigger via API on attendee completion.
• Configuration: Survey distribution rules, automated reminder workflow, API post-survey action.
Benefits
4.2. Enables automated, consistent customer engagement, reducing manual outreach.
4.3. Automates insight collection for data-driven decision-making and improved session quality.
4.4. Saves staff time through automation, enabling focus on parkour experience enhancement.
4.5. Provides automated, real-time reporting and escalations for poor feedback.