Purpose
b. Gather qualitative and quantitative data efficiently for transparency reporting and organizational enhancement.
c. Enable continual loop of improvement in advocacy messaging, engagement tactics, and supporter relations.
Trigger Conditions
b. After online event participation or campaign email newsletter read.
c. Scheduled periodic requests (monthly/quarterly) tied to supporter engagement cycle.
Platform Variants
3.1. Twilio SMS
- Feature: Programmable SMS
- Sample Config: Webhook triggers SMS prompt for survey post-event; collects direct reply as feedback.
3.2. SendGrid
- Feature: Transactional Email API
- Sample Config: Automated email with embedded feedback form sent after donation confirmation.
3.3. Typeform
- Feature: Webhooks integration
- Sample Config: Automated survey link distributed; responses sent to central CRM.
3.4. Salesforce
- Feature: Feedback object/API
- Sample Config: Automate record creation in Feedback Custom Object after campaign closes.
3.5. SurveyMonkey
- Feature: API survey deployment
- Sample Config: Automated email with personalized links; feedback data pushed to analytics tool.
3.6. Google Forms
- Feature: Forms API
- Sample Config: Pre-filled form link auto-generated and distributed upon specific supporter actions.
3.7. Mailchimp
- Feature: Automations
- Sample Config: Conditional feedback request email sent based on campaign engagement tag.
3.8. Intercom
- Feature: Event-based messages
- Sample Config: In-app message collects real-time feedback after supporter activity.
3.9. Zendesk
- Feature: Triggered tickets for feedback
- Sample Config: Auto-generate feedback ticket after event registration or close.
3.10. HubSpot
- Feature: Feedback surveys
- Sample Config: Workflow sends survey post-interaction; results mapped to supporter record.
3.11. Facebook Messenger
- Feature: Messenger API
- Sample Config: Post-event bot messages with quick feedback questions.
3.12. Slack
- Feature: Incoming Webhooks
- Sample Config: Automated feedback prompt in supporter workspace channels.
3.13. WhatsApp Business API
- Feature: Template messaging
- Sample Config: Scheduled message request for feedback post-advocacy activity.
3.14. Airtable
- Feature: Forms + Automations
- Sample Config: Feedback form triggers automation, syncing responses to dashboard.
3.15. Zoho CRM
- Feature: Survey integration
- Sample Config: Post-campaign workflow initiates feedback survey.
3.16. Pipedrive
- Feature: Workflow Automation
- Sample Config: Move deal/contact to “Feedback” stage; triggers email survey.
3.17. Google Sheets
- Feature: Apps Script triggers
- Sample Config: Apps Script auto-sends feedback form via email on new row activity.
3.18. Eventbrite
- Feature: Post-event messaging
- Sample Config: Automate post-event feedback request.
3.19. Zoom
- Feature: Webinar/webhook feedback
- Sample Config: Trigger automated survey upon webinar completion.
3.20. Microsoft Teams
- Feature: Power Automate Connector
- Sample Config: Automated Teams message polls for participant feedback.
Benefits
b. Increases response rates through targeted, timely requests across varied communication channels.
c. Centralizes data, enabling rapid analysis and action on supporter insights.
d. Builds organizational transparency and trust, driving long-term engagement and advocacy impact.