Purpose
1.2. The automation aims to ensure every customer receives a personalized feedback request, records responses, aggregates results, and notifies relevant teams automatically.
1.3. Automating feedback collection increases actionable insights, reduces manual effort, automates customer experience analysis, and allows for continuous operational improvement.
Trigger Conditions
2.2. Automator initiates when a service status updates to “Closed” or “Delivered” in the central business application.
2.3. Automation also triggers on scheduled batch jobs post-service completion—e.g., nightly aggregation.
Platform Variants
• Function: Send programmable SMS; configure via Twilio’s “Messages” API; use templates referencing customer/service data.
3.2. SendGrid
• Function: Automate transactional or marketing email dispatch; configure “Mail Send” API with a feedback form link.
3.3. SurveyMonkey
• Function: Automated email or SMS survey delivery; configure via “Create Collector” and “Send Survey” API.
3.4. Google Forms
• Function: Automated feedback form creation/linking; configure “Forms API” to pre-fill and track responses.
3.5. Microsoft Power Automate
• Function: Automator flow triggered by service completion event, sends feedback invitations using Outlook/Teams connectors.
3.6. HubSpot
• Function: Deploy automated feedback request email via “Workflows” module; utilize “Survey” integration.
3.7. Slack
• Function: Send automated feedback prompts to staff or private groups for internal quality checks via “Incoming Webhooks”.
3.8. Zendesk
• Function: Automate customer ticket closure triggers “Satisfaction Survey”; configure via “Automations” and “Triggers”.
3.9. Salesforce
• Function: Automated “Process Builder” or “Flow” sends surveys post-case closure via “Email Alerts” or “Survey Invitations”.
3.10. Mailchimp
• Function: Automate email campaign for service feedback using “Automations”/“Transactional Email API”.
3.11. Zoho CRM
• Function: Automate feedback tasks/emails post-service; configure “Workflow Rules” with feedback form or call tasks.
3.12. Intercom
• Function: Send automated in-app or messaging surveys post-interaction using “Outbound Messages” API.
3.13. Typeform
• Function: Automatically send feedback forms using “Webhooks” or “Responses API” to capture feedback data.
3.14. Facebook Messenger
• Function: Automate sending feedback requests via Messenger API’s “Send API” after custom triggers.
3.15. WhatsApp Business API
• Function: Automated WhatsApp messages for post-service feedback using “Message Templates”.
3.16. Freshdesk
• Function: Trigger automated “Customer Satisfaction Survey” on ticket/service closure via “Automations”.
3.17. Monday.com
• Function: Automates triggering of feedback item creation/notifications post-task update using “Automations” recipes.
3.18. Tidio
• Function: Automatically send chat messages or pop-ups requesting feedback through “Automations”.
3.19. IBM Watson Assistant
• Function: Automated post-service chatbot prompt for instant feedback using dialogue actions.
3.20. Airtable
• Function: Automate feedback data logging/notifications through “Automations” with “Form Submission” triggers.
3.21. ActiveCampaign
• Function: Automatically send feedback surveys via email/SMS using “Automations” workflow after segment update.
Benefits
4.2. Automated aggregation and alerting for negative feedback allow real-time response.
4.3. Automation increases consistency and coverage, ensuring every service instance is followed up.
4.4. Automates compliance and reporting for after-sales satisfaction metrics for corporate governance.
4.5. Enhances actionable insights through automated data visualization and export.