Requesting reviews and capturing referrals after events is manual and slow. Marketing teams spend hours exporting attendee lists, drafting personalized emails, and manually tracking responses across email and spreadsheets.
Automation segments attendees by engagement level, sends personalized review requests immediately after events close, and extracts referral leads from replies automatically. Reviews and referral contacts flow directly into the CRM for instant follow-up.
The full workflow, from trigger to completion.
Automation detects a new attendee list file or receives a webhook trigger when event status changes to closed.
The automation analyzes attendee history, ticket type, and engagement signals to classify as high-value, first-time, or repeat client.
Automation sends templated review request emails to each segment with personalized event details and a unique survey link.
Attendees submit reviews and referral information via an embedded survey, capturing structured data automatically.
The automation parses referral mentions from survey responses, creates new contacts, and links them to the original attendee as the source.
Automation sends a message to the sales channel with referral lead details and a direct link contact for immediate outreach.
All review scores, sentiment, and response rates are automatically logged for reporting and analysis.
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