Follow-up surveys post-adoption

Purpose

1.1. Collect post-adoption feedback to monitor animal well-being, track adopter satisfaction, and gather actionable insights for improving shelter processes.
1.2. Strengthen adopter engagement, ensure animal welfare compliance, and identify early intervention opportunities in cases of adoption challenges.
1.3. Fulfill reporting requirements for grants, adoptions, and animal health, and maintain records for operational transparency.

Trigger Conditions

2.1. Automatic survey dispatch after a set duration (e.g., 7, 30, 60 days) post-adoption event entry in the shelter management system.
2.2. Manual override for immediate survey send initiated by staff.
2.3. Trigger upon update of animal adoption status field to "Completed."
2.4. Initiate sequence when adopter details receive confirmation of contact information.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging API — Send survey invitations via SMS; configure with recipient adopter phone, scheduled logic, survey link embedded.
3.2. SendGrid
• Feature: Transactional Email API — Automated personalized survey emails; configure adopter email field, subject line with adoption reference, HTML body with survey.
3.3. Mailchimp
• Feature: Customer Journeys — Create triggers based on list update; automated follow-up with embedded or linked survey.
3.4. Salesforce
• Feature: Flow Builder — Use Record Triggered Flow on "Adoption Completed" field; invoke Survey Invitations.
3.5. HubSpot
• Feature: Workflow Automation — Trigger follow-up surveys upon contact property change denoting adoption.
3.6. SurveyMonkey
• Feature: Webhooks — Automated survey distribution triggered via webhook from adoption event.
3.7. Microsoft Power Automate
• Feature: Scheduled Flow — Time-delayed survey email after condition met in Excel/CRM.
3.8. Zoho CRM
• Feature: Workflow Rules — Automated survey task on change in Adoption status.
3.9. Typeform
• Feature: Personalized Emails — Use API to generate unique survey links per adopter.
3.10. Google Forms + Gmail
• Feature: Apps Script — Send survey links by scripted email after adoption record timestamp.
3.11. Constant Contact
• Feature: Autoresponder — Time-based engagement series post-adoption addition to adopters' list.
3.12. Slack
• Feature: Reminder Bot/API — Notify staff internally and optionally send direct adopter survey if integrated.
3.13. Zendesk
• Feature: Triggers & Automations — Survey sent via ticket status update marking completed adoption.
3.14. Intercom
• Feature: Custom Bots — Survey invitations through chat after form submission or CRM update.
3.15. AirTable
• Feature: Automations — When “Adoption Status” changes, initiate email with survey link.
3.16. ActiveCampaign
• Feature: Automation Builder — Survey sequence started based on contact data update.
3.17. Freshdesk
• Feature: Scenario Automation — Trigger survey on ticket closed for adoption process.
3.18. Jotform
• Feature: API + Notification Email — Auto-send tailored survey upon response capture.
3.19. Monday.com
• Feature: Automations — Send survey request when adoption item status updated.
3.20. Pipedrive
• Feature: Workflow Automation — Auto-messaging with survey on deal labeled as “Adopted.”
3.21. Klaviyo
• Feature: Flows — Trigger emails with embedded survey based on adopter list updates.
3.22. WhatsApp Business API
• Feature: Template Messages — Survey distributed via WhatsApp after adoption event.

Benefits

4.1. Scalability — High-volume, reliable, error-free outreach to adopters without manual effort.
4.2. Response tracking — Real-time feedback analytics improve operational decisions and grant reporting.
4.3. Brand loyalty — Proactive engagement increases adopter satisfaction and positive referrals.
4.4. Early issue detection — Promptly identify post-adoption animal or adopter challenges for timely intervention.
4.5. Compliance — Satisfies donor, organizational, and regulatory follow-up requirements.