Purpose
1.2. Deliver an automated, branded communication experience optimized for reviews; centralize review data for marketing; automate follow-up reminders for non-responders; automate aggregation for social proof on digital assets.
1.3. Enable automated analysis of feedback for continuous improvement of offerings by automating the aggregation, sorting, and sentiment analysis of testimonials.
Trigger Conditions
2.2. Student list update via database webhook (e.g., new completer).
2.3. Calendar event meeting time (class ending) passes.
2.4. Manual batch import/trigger by admin for legacy cohorts.
Platform Variants
• Feature/Setting: Automated SMS campaign; configure messaging service, receive triggers via API, use Messaging > Create Message for automated survey link delivery.
3.2. SendGrid
• Feature/Setting: Automated email after course completion; configure Transactional Templates, use v3 Mail Send API for trigger-based sending.
3.3. Gmail API
• Feature/Setting: Automate email outreach via users.messages.send with template personalization from CRM data.
3.4. Slack
• Feature/Setting: Automate channel or DM message to alumni using chat.postMessage; connect to Slack API via token.
3.5. Facebook Messenger
• Feature/Setting: Automated Messenger sequence using Send API, sending review prompts via Page Access Token.
3.6. WhatsApp Business API
• Feature/Setting: Automated message via /messages endpoint to invite feedback post-course, configure templates for compliance.
3.7. SurveyMonkey
• Feature/Setting: Automate survey creation and distribution via v3 Surveys and Collectors API, then fetch results programmatically.
3.8. Typeform
• Feature/Setting: Automate creation/sharing of course-specific forms via Forms API; send responses to internal systems in real time.
3.9. Google Forms & Google Sheets API
• Feature/Setting: Automated sharing and results collection; use forms.batchUpdate for template creation, automate results push into Sheets.
3.10. HubSpot
• Feature/Setting: Automate workflow email/SMS for review solicitation post-enrollment status change via Workflows API.
3.11. ActiveCampaign
• Feature/Setting: Automated post-completion email campaigns using Automations > CXA > API triggers from CRM records.
3.12. Mailchimp
• Feature/Setting: Automate journeys for testimonial requests after tag/event triggers via Campaigns API and Automation API.
3.13. Airtable
• Feature/Setting: Automate new record creation (review request) on course completion; update status with Webhooks and Automations.
3.14. Calendly
• Feature/Setting: Automate follow-up after event end using Event Types > Workflows, connect via API for automated trigger/action.
3.15. Zoho CRM
• Feature/Setting: Automate emails/SMS on Deal/Contact status update via Workflow Rules, trigger via API/Deluge scripts.
3.16. Salesforce
• Feature/Setting: Automate post-course completion journey via Process Builder, send review requests with Messaging/Email APIs.
3.17. Zapier
• Feature/Setting: Automate multi-platform flows (e.g., LMS → Email/SMS/form); use Webhooks and built-in triggers/actions for automation.
3.18. Intercom
• Feature/Setting: Automate in-app or email prompts using Message API; trigger post-event based on user segment.
3.19. ClickUp
• Feature/Setting: Automate follow-ups task creation on course completion, use API to automate review prompt assignments.
3.20. Microsoft Teams
• Feature/Setting: Automate user notification in channel/DM for testimonial request via Bot Framework API or messaging extensions.
3.21. Monday.com
• Feature/Setting: Automate item/status change to trigger testimonial task/automation; API to automate integration of review process.
3.22. Pipedrive
• Feature/Setting: Automate activity creation/email after deal moves to won (course completed); connect via Activities API.
3.23. Google Chat
• Feature/Setting: Automate bot message on course completion, use chat.spaces.messages API for automated review link delivery.
3.24. Notion
• Feature/Setting: Automate database item creation for testimonial records; connect via API for automatic updating.
3.25. Freshdesk
• Feature/Setting: Automate ticket creation or email for testimonials post training; configure Webhooks and Automation Rules.
3.26. Jotform
• Feature/Setting: Automate form sharing post-course with prefilled links via Jotform API and automated notification.
3.27. Shopify
• Feature/Setting: Automate email/SMS sending after course product purchased/delivered, use Webhooks and Admin API for automation.
3.28. Trello
• Feature/Setting: Automate card creation/labeling for testimonial follow-ups, use API for automated integrations.
Benefits
4.2. Maximizes completed reviews through automated reminders and multi-channel approaches.
4.3. Automates the import and aggregation of testimonials for seamless marketing content updates.
4.4. Supports automated feedback analytics for course improvement decisions.
4.5. Reduces manual admin time, freeing staff for more strategic tasks through automated workflows.
4.6. Enables automated, trackable, and auditable processes that scale as the photography school grows.