Automated follow-up surveys post-treatment

Purpose

1.1. Collect direct post-treatment feedback from animal adopters/fosters to monitor animal recovery, assess service satisfaction, and ensure aftercare compliance.
1.2. Automate rapid survey delivery, response collation, and actionable alerts.
1.3. Enable real-time monitoring by animal welfare teams, trigger escalation processes for negative or urgent responses.
1.4. Support data-driven improvements in rescue & rehabilitation care, enhance transparency, and foster donor/stakeholder trust.

Trigger Conditions

2.1. Completion of medical treatment or rehabilitation event recorded in shelter management system.
2.2. Marking animal as “Ready for Discharge” by veterinary/rehab personnel.
2.3. CRM update indicating animal status as ‘adopted’ or ‘re-homed’.
2.4. Lapse of pre-defined post-treatment period (e.g., 24–48 hours after pickup).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; set trigger to send SMS with unique survey link on treatment completion webhook.

3.2. SendGrid
• Feature/Setting: Marketing Campaigns or Transactional Mail; configure automated email with embedded survey, triggered by CRM webhook.

3.3. Google Forms
• Feature/Setting: Prefilled form links; distributed post-event via configured Gmail API message.

3.4. SurveyMonkey
• Feature/Setting: Create survey template, use API for automated survey invitations upon CRM animal discharge update.

3.5. Typeform
• Feature/Setting: Automated invitation link generation and distribution through integration with animal database status change.

3.6. Mailchimp
• Feature/Setting: Automated email series; trigger survey email on list segment update for new adopters.

3.7. Zendesk
• Feature/Setting: Triggers to send feedback form post-ticket resolution/event logging for animal health cases.

3.8. Slack
• Feature/Setting: Workflow Builder; post internal survey reminders to designated channel when recovery outcome is logged.

3.9. HubSpot
• Feature/Setting: Workflow automation; dispatch follow-up survey email when animal’s pipeline stage changes.

3.10. Salesforce
• Feature/Setting: Process Builder automatic survey flow triggered by case status or custom field update.

3.11. JotForm
• Feature/Setting: Auto-response emails; configure to send feedback requests on treatment completion entry via API.

3.12. Zoho CRM
• Feature/Setting: Automated workflow rules; send email or SMS survey on record modification.

3.13. ActiveCampaign
• Feature/Setting: Automated sequence for sending feedback forms tied to contact milestone or list update.

3.14. Intercom
• Feature/Setting: Automated outbound messaging post-support/conversation close related to animal care.

3.15. Airtable
• Feature/Setting: Automations trigger survey send when record field for post-treatment status is set.

3.16. Freshdesk
• Feature/Setting: Scenario automation; follow-up feedback form sent after support event closure.

3.17. Monday.com
• Feature/Setting: Automations; configure board column update as trigger for sending survey via integration.

3.18. Pipedrive
• Feature/Setting: Workflow automation; initiate survey email/SMS on stage change to “rehabilitated”.

3.19. Facebook Messenger
• Feature/Setting: Messenger API; send automated message with survey link to adopter’s Messenger upon treatment update.

3.20. WhatsApp Business API
• Feature/Setting: Automated message template; dispatch post-rehab survey via WhatsApp on system-triggered event.

Benefits

4.1. Speeds up feedback collection, reducing staff workload and eliminating manual follow-ups.
4.2. Increases feedback rates with timely, context-aware survey requests via preferred channel.
4.3. Enables early identification of adverse post-treatment outcomes for rapid intervention.
4.4. Supports compliance, impact reporting, and continuous operational improvement for animal rescue and welfare programs.