Post-visit follow-up and review invitation

Purpose

1.1. Automate post-visit follow-up communications to customers after their visit to a public bath for improving satisfaction, gathering feedback, encouraging online reviews, and enhancing retention.
1.2. Utilize automated flows that send personalized messages expressing gratitude, requesting reviews, and optionally delivering offers or surveys, thus ensuring guests are engaged, issues are addressed quickly, and positive experiences are amplified.

Trigger Conditions

2.1. Automatedly trigger on status change in the booking system from "Visited" to "Completed."
2.2. Activate automation based on check-out timestamp via connected POS or membership system.
2.3. Initiate follow-up automation after a set post-visit interval (e.g., 24 hours post-departure).

Platform variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS via the 'Messages API'; configure recipient, sender, and message templates with merge tags for customer name and visit date.
3.2. SendGrid
• Feature/Setting: Automate email notifications via Transactional Templates API with sender authentication and triggers from webhook events.
3.3. Mailchimp
• Feature/Setting: Automation Journeys with post-visit follow-up email, utilizing 'Customer tags' for personalized flows.
3.4. ActiveCampaign
• Feature/Setting: Automated campaign sequence triggered by custom tag (e.g., 'public bath visit completed').
3.5. HubSpot
• Feature/Setting: Workflow Automation to send post-visit emails using 'Deal stage change' as the programmatic trigger.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automation using event-based triggers sourced from visitor completion records.
3.7. Zendesk
• Feature/Setting: Automated ticket creation for review requests using Triggers and automating customer satisfaction follow-ups.
3.8. Intercom
• Feature/Setting: Automated chat/email messages using 'Outbound Messages' triggered on post-visit criteria.
3.9. Customer.io
• Feature/Setting: Campaign triggered by event API (visit completed), with dynamic content rendering.
3.10. Google Sheets (with Apps Script)
• Feature/Setting: Automate scheduled scripts to send personalized emails when rows are updated to 'Visited.'
3.11. Outlook 365
• Feature/Setting: Power Automate workflow that sends templated follow-up messages on appointment status updates.
3.12. Gmail (with Google Apps Script/Workflows)
• Feature/Setting: Automatedly detect new check-out logs and trigger review invite emails.
3.13. WhatsApp Business API
• Feature/Setting: Automate sending template messages post-visit linked to customer's phone number.
3.14. Facebook Messenger (Meta Messenger API)
• Feature/Setting: Automation of chatbot-triggered post-visit notes with review request button.
3.15. SurveyMonkey
• Feature/Setting: Automated survey invitations sent via 'Collector API' upon visit finalization.
3.16. Typeform
• Feature/Setting: Webhook-triggered request for post-visit feedback linked to customer profile.
3.17. Zoho CRM
• Feature/Setting: Workflow Rule that sends review request emails upon status transition.
3.18. Freshdesk
• Feature/Setting: Automator triggers CSAT rating request emails after visits close.
3.19. Pipedrive
• Feature/Setting: Automation triggers email or SMS via integration upon deal completion.
3.20. Slack
• Feature/Setting: Automated notifications or reminders to internal team on response status via Slack API Incoming Webhooks.
3.21. SMSGlobal
• Feature/Setting: Automate SMS review invitations via HTTP API endpoints after booking completion.
3.22. MessageBird
• Feature/Setting: Automator for omni-channel post-visit follow-up via Flow Builder and template message ID.

Benefits

4.1. Automating follow-ups improves guest satisfaction through timely communication and response.
4.2. Gathering more online reviews via automation enhances facility reputation and local SEO.
4.3. Automated feedback flows rapidly surface customer issues for swift management.
4.4. Reduces manual effort, eliminating human error and ensuring consistency through automatable workflows.
4.5. Automation establishes a scalable, repeatable touchpoint for all departing customers.