Purpose
1.2. Automatedly send thank-you notes, request feedback, track satisfaction, and gather improvement suggestions.
1.3. Streamline data collection for event performance, automate report generation, and optimize future event planning.
1.4. Reduce manual effort by automating multi-channel, scheduled, and personalized follow-up communications.
1.5. Use automation to ensure consistent outreach, maximize response rates, and boost member retention metrics.
Trigger Conditions
2.2. RSVP or attendance tracked and confirmed via event management software.
2.3. Participant status change (e.g., check-out, payment complete).
2.4. Manual or automated batch trigger for all event attendees.
2.5. Scheduled time elapses post-event (e.g., 6 hours after event completion).
Platform Variants
• Feature/Setting: Automate SMS communication for event follow-ups; configure “SendMessage” API with attendee phone numbers and custom templates.
3.2. SendGrid
• Feature/Setting: Automate email survey distribution; configure “Send Email” endpoint with recipient list and dynamic data fields.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Automate multi-channel journeys; set up “Journey Builder” with post-event triggers and survey content.
3.4. Mailchimp
• Feature/Setting: Automate bulk emails post-event; use “Campaigns” automation to trigger thank-you surveys.
3.5. HubSpot
• Feature/Setting: Automate personalized follow-ups; use “Workflows” automation with dependent survey sends based on event segmentation.
3.6. SurveyMonkey
• Feature/Setting: Automate survey generation and dispatch via “Create Survey Collector” and “Send” API.
3.7. Google Forms & Gmail
• Feature/Setting: Automate form sharing via Gmail API outbound emails to event list; embed links and auto-customize content.
3.8. ActiveCampaign
• Feature/Setting: Automate sending feedback requests; use “Automations” for conditional survey sequences.
3.9. Klaviyo
• Feature/Setting: Automate post-event series; configure “Flows” with triggers from event attendance tags.
3.10. Zendesk
• Feature/Setting: Automate satisfaction survey after event ticket closure via “Trigger” and “Automations.”
3.11. Microsoft Power Automate
• Feature/Setting: Automate emails and survey delivery using “Scheduled flow” with outgoing “Send an email (V2)” and MS Forms.
3.12. Typeform
• Feature/Setting: Automate survey invitations; use “Webhooks” to send real-time invites based on event status updates.
3.13. Constant Contact
• Feature/Setting: Automate narrative follow-ups via “Email Automation” series tied to event participation data.
3.14. Intercom
• Feature/Setting: Automate in-app messages and email follow-ups; set up “Series” triggered on post-event timestamp.
3.15. Zoho CRM
• Feature/Setting: Automate event-related email workflows via “Blueprint” and “Workflow Rules.”
3.16. Pipedrive
• Feature/Setting: Automate survey requests via “Workflow Automation” triggered post-activity.
3.17. Slack
• Feature/Setting: Automate direct messaging or channel posts about event surveys via “Incoming Webhooks” or workflow builder.
3.18. WhatsApp Business API
• Feature/Setting: Automate post-event WhatsApp messaging using “Send Message” endpoint with templated follow-ups.
3.19. Facebook Messenger
• Feature/Setting: Automate survey link sharing via “Send API” as post-event engagement.
3.20. Eventbrite
• Feature/Setting: Automate attendee messaging by scheduling “Post-event emails” through Eventbrite “Email Attendee” API.
3.21. JotForm
• Feature/Setting: Automate feedback form sends using “Send Submission” API triggered post-event.
3.22. Outlook
• Feature/Setting: Automate sending personalized emails through “Send an Email” in Outlook’s automation tools.
3.23. Freshdesk
• Feature/Setting: Automate customer survey from ticket automation rules and “Dispatch’r” after event support queries.
Benefits
4.2. Automatedly reduces staff workload and manual data entry errors.
4.3. Enables consistent, trackable communications and real-time analytics.
4.4. Automating follow-ups delivers insights for improving future events and guest satisfaction.
4.5. Automation boosts member loyalty and optimizes event management ROI through data-driven refinement.