Collection of post-assessment feedback from clients

Purpose

1.1. Automate the collection of post-assessment feedback directly from clients after audits, reviews, or certification assessments.
1.2. Automating the feedback loop ensures rapid data collation for continual improvement of assessment processes.
1.3. Enables identification of client satisfaction trends, recurring issues, and opportunities for quality enhancement via automated analytics.
1.4. Facilitates regulatory compliance and transparency by providing structured, automated records of feedback for audits.
1.5. Reduces manual follow-up, saving administrative effort, and enhancing timeliness and accuracy through automation.

Trigger Conditions

2.1. Assessment record status changes to “completed” or “closed” in assessment management system.
2.2. Automated timer after a set number of hours or days post-assessment completion.
2.3. Manual trigger by assessor or system admin for immediately automating exceptional cases.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate “SendMessage” API to deliver feedback form links via SMS; sample config: webhook URL, personalized message template, recipient phone fields.

3.2. SendGrid
• Feature/Setting: Automating “Mail Send API” with dynamic templates to email clients post-assessment; config: API key, dynamic fields mapping client and assessment data.

3.3. Microsoft Outlook 365
• Feature/Setting: Automate “Send Email” Graph API endpoint; sample: configured automation using OAuth, recipient pull from Excel/SharePoint, feedback form embed.

3.4. Google Workspace (Gmail & Forms)
• Feature/Setting: Automated trigger via Apps Script to send Google Forms and collect responses in Sheets; config: Apps Script deployment and Google Form pre-fill link embedding.

3.5. SurveyMonkey
• Feature/Setting: Automate “Create Collector” and “Send Survey” APIs; sample: Survey collector auto-generated post assessment, email/SMS distribution setup.

3.6. Typeform
• Feature/Setting: Automating “Create Responses” API for direct survey sending and response capture; config: API token, template survey, dynamic respondent variables.

3.7. Jotform
• Feature/Setting: Automated “Send Email” on form completion event; config: form URL, auto-reminder toggling, and recipient mapping.

3.8. Zoho Survey
• Feature/Setting: Automate survey invitations using “Send Survey Invitation” API; sample: contact list import, API key integration.

3.9. Mailgun
• Feature/Setting: Automated transactional email with custom feedback forms; config: email templates and feedback link with unique user tokens.

3.10. Slack
• Feature/Setting: Automate “Chat.PostMessage” API for organizations using Slack for client interactions, sending direct messages with feedback prompts; config: bot token, user mapping.

3.11. HubSpot
• Feature/Setting: Automating feedback email workflows triggered by CRM record project status; config: property-based triggers, workflow automation settings.

3.12. Salesforce
• Feature/Setting: Automate “Process Builder” to send custom surveys when opportunity/case status updates; config: custom actions for survey dispatch.

3.13. ActiveCampaign
• Feature/Setting: Automate “Automations” to send feedback form emails triggered post-assessment in contact’s journey; config: trigger setup, email designer.

3.14. Airtable
• Feature/Setting: Automate sending feedback requests using Automations “Send Email” action when assessment status field updates; sample: record-based trigger, email template.

3.15. Zendesk
• Feature/Setting: Automating “Triggers” or “Macros” to email feedback forms post ticket/case closure; config: custom ticket field trigger.

3.16. Intercom
• Feature/Setting: Automate “Outbound Message” with feedback request after conversation ends; config: customer segment, message template.

3.17. Freshdesk
• Feature/Setting: Automating “Dispatch’r Rules” to email client feedback forms post-ticket update; sample config: event condition “ticket resolved”.

3.18. Pipedrive
• Feature/Setting: Automate “Workflow Automation” to trigger feedback email after deal moved to “Won/Lost”; config: email template, deal status trigger.

3.19. Facebook Messenger
• Feature/Setting: Automate “Send API” to push feedback form links via Messenger bots; config: Page access token, message template with dynamic links.

3.20. WhatsApp Business API
• Feature/Setting: Automate “Send Message” API to distribute post-assessment feedback links; config: recipient formatting, pre-approved template message, webhook trigger.

3.21. Calendly
• Feature/Setting: Automate “Event Ended” webhook to initiate feedback workflow through email/SMS.

3.22. Trello
• Feature/Setting: Automating “Butler” rules to trigger feedback form dispatch on card movement between columns (e.g., done column).

Benefits

4.1. Automated collection ensures consistent, real-time feedback after every assessment event.
4.2. Automation drives a faster feedback loop, accelerating improvement cycles for the certification agency.
4.3. Reduces staff labor and error through hands-off, automatable processes.
4.4. Delivers a seamless client experience with on-time, automated reminders.
4.5. Automating aggregation enables data-driven analytics, benchmarking, and regulatory documentation.
4.6. Provides scalable capacity as the certification agency grows, with automation handling volume increases effortlessly.