Triggered post-adoption check-ins and surveys

Purpose

1.1. Ensure recent adopters of animals receive timely check-ins and tailored surveys to monitor post-adoption care, streamline feedback collection, increase adoption success rates, and detect early issues in animal wellbeing.
1.2. Automate critical touchpoints to boost engagement, data-driven follow-ups, continual adopter support, safeguard animal welfare, and generate actionable insights for future process improvements.

Trigger Conditions

2.1. Completion of animal adoption, marked in shelter management software or form entry.
2.2. Elapse of predefined interval (e.g., 7, 30, 90 days post-adoption).
2.3. Manual flag by team for urgent or special-case check-ins.
2.4. Receipt of external events via webhook (e.g., report or issue).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Studio Flow; configure SMS send step with variables for adopter and animal, schedule delay nodes for intervals.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; trigger templated survey mail, use dynamic template data for personalized questions.
3.3. Google Forms
• Feature/Setting: Auto-generate pre-filled form links; encoded query string per adoption case.
3.4. Typeform
• Feature/Setting: Hidden fields for adopter/animal ID, scheduled send via Typeform API.
3.5. Mailchimp
• Feature/Setting: Automated email journeys; trigger sequence on list change or API event for adopters.
3.6. HubSpot
• Feature/Setting: Workflow automation; enroll contacts based on adoption property update.
3.7. ActiveCampaign
• Feature/Setting: Automations builder; post-adoption tag triggers multi-step email survey.
3.8. SurveyMonkey
• Feature/Setting: Collector API for custom survey distribution; webhook or scheduled invitations.
3.9. Salesforce
• Feature/Setting: Process Builder flows; trigger survey email on adoption stage marked “Complete.”
3.10. Zoho CRM
• Feature/Setting: Workflow rule post-update; send email or invoke webhook for survey link.
3.11. Airtable
• Feature/Setting: Automations; “When record updated” (adopted status), send creative via email/SMS integration.
3.12. Slack
• Feature/Setting: Workflow builder; DM scheduled reminders to team, or use incoming webhook for adopter notification.
3.13. WhatsApp Business API
• Feature/Setting: Template messages for survey/check-in; schedule via API batch send.
3.14. Discord
• Feature/Setting: Webhook to send adopter direct message; bot interaction for check-ins.
3.15. Microsoft Teams
• Feature/Setting: Scheduled Flow in Power Automate; integrate email or approval feedback.
3.16. Klaviyo
• Feature/Setting: Flow trigger on custom property; automate check-in and survey drip campaign.
3.17. Intercom
• Feature/Setting: Product Tours/API to schedule post-adoption outreach message.
3.18. Zendesk
• Feature/Setting: Trigger on custom field update; auto-email with survey and collect ticket responses.
3.19. Freshdesk
• Feature/Setting: Automations, event-driven email or SMS check-ins with survey URLs.
3.20. Facebook Messenger API
• Feature/Setting: Send Personalized survey/check-in via Messenger conversation; integrate through webhook or automation tool.

Benefits

4.1. Increases adopter engagement and satisfaction via regular automated communication.
4.2. Provides early warning for animal welfare or integration issues post-adoption.
4.3. Scales support without adding staff, freeing resources for frontline activities.
4.4. Enables systematic data collection for impact reporting and process refinement.
4.5. Consistent, prompt follow-up helps maintain trust and improves re-adoption rates.