Automated satisfaction surveys post-delivery

Purpose

1.1. Automate sending satisfaction surveys to clients after architectural and engineering model deliveries, incorporating feedback loops into project cycles.
1.2. Streamline and automate client communication post-project to gather service feedback.
1.3. Enable automated responsiveness to client concerns or kudos, fueling continuous improvement in model making services.
1.4. Centralize automated survey data for analytics on service quality, automating reporting for management.
1.5. Support automatable escalation based on unsatisfactory responses via alerts or tickets.

Trigger Conditions

2.1. Automatedly triggered when project status is changed to “delivered” in the Project Management system.
2.2. Completion of delivery document/certification in Document Management Platform triggers automator action.
2.3. Manual trigger by a team member via CRM/contact record automation.
2.4. Scheduled automation (e.g., 24 hours after delivery) via calendaring API.
2.5. Payment marked as received triggers survey send by automatable workflow.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS with satisfaction survey link via Twilio API ("Messages" endpoint).
• Sample config: POST /2010-04-01/Accounts/{AccountSid}/Messages.json with client’s phone, delivery message, and survey URL.

3.2. SendGrid
• Feature/Setting: Automator using Single Send campaigns; configure trigger on delivery event.
• Sample config: POST /v3/marketing/singlesends with survey template and scheduling set to delivery completion.

3.3. HubSpot
• Feature/Setting: Automatable Workflow; add “Send survey email” action on Deal stage = Delivered.
• Sample config: Webhook workflow to trigger survey API; enroll clients dynamically.

3.4. Zoho CRM
• Feature/Setting: Automation Rule; configure Email/SMS survey post-delivery.
• Sample config: “Workflow Rule” with Delivery stage update as trigger; email survey through Zoho Survey integration.

3.5. SurveyMonkey
• Feature/Setting: API-triggered survey send (automated via custom endpoint call).
• Sample config: POST /v3/collectors/{collector_id}/responses/bulk for batch survey send.

3.6. Typeform
• Feature/Setting: Automated “Invite Respondents” via API upon delivery event.
• Sample config: POST /forms/{form_id}/invite for recipient automation.

3.7. Google Forms + Gmail API
• Feature/Setting: Automated email dispatch with unique form link using Apps Script.
• Sample config: Script trigger on Sheets row—GmailApp.sendEmail() firing survey link.

3.8. Salesforce
• Feature/Setting: Process Builder or Flow automator; trigger Survey Invitation on Opportunity Close-Won.
• Sample config: Flow element “Send Survey Invitation” on certain object update.

3.9. Mailchimp
• Feature/Setting: Automate post-delivery Campaign with survey embedded.
• Sample config: Trigger Automated Email in Customer Journey when “delivery complete” tag is added.

3.10. ActiveCampaign
• Feature/Setting: Automated “Follow-Up” email sequence with satisfaction request.
• Sample config: Automation triggered by custom field update (“Delivered”).

3.11. Microsoft Power Automate
• Feature/Setting: Flow that sends Forms/Outlook survey on SharePoint item update.
• Sample config: Trigger = SharePoint “Delivery Complete” → Action = Send Outlook Mail.

3.12. Airtable Automations
• Feature/Setting: Automatedly sends out survey when “Status” field updated.
• Sample config: Run automation on status “Delivered”—email using Airtable or third party.

3.13. Slack
• Feature/Setting: Automates direct client survey message through Slack App API.
• Sample config: “chat.postMessage” with survey form/link on project completion channel.

3.14. Intercom
• Feature/Setting: Automated outbound message upon tag/application of attribute “Delivered.”
• Sample config: Automated Message Rule—trigger based on custom event.

3.15. Pipedrive
• Feature/Setting: Automatable workflow sends survey email on Deal moved to “Delivered.”
• Sample config: Workflow Automation—Email template with embedded survey.

3.16. ClickSend
• Feature/Setting: Automates SMS/MMS campaigns post project delivery.
• Sample config: Schedule API—trigger send on delivery flag.

3.17. WhatsApp Business API
• Feature/Setting: Automatable “Transactional Templates” send survey post-delivery.
• Sample config: Programmatic template message triggered with delivery event.

3.18. Zendesk
• Feature/Setting: Automation on ticket solved/closed triggers survey email.
• Sample config: Trigger on Status = Solved, Action = Notify requester with survey.

3.19. Freshdesk
• Feature/Setting: Automator on ticket closed sends feedback email.
• Sample config: Dispatch satisfaction survey via “Dispatch’r” automation.

3.20. Calendly
• Feature/Setting: Automated follow-up survey when appointment (e.g., delivery review) completed.
• Sample config: Integrate follow-up email after event status = Completed.

Benefits

4.1. Automates feedback collection, reducing manual outreach workload for model making teams.
4.2. Increases feedback response rates via timely, automated delivery.
4.3. Enables real-time issue detection and automatedly escalates negative feedback.
4.4. Ensures consistent client experience using automation, regardless of staff changes or volume.
4.5. Automates aggregation and analytics of feedback for management improvement cycles.
4.6. Facilitates ongoing automation, integrating survey responses directly into CRM or quality dashboards.
4.7. Enhances accountability by marking each delivery with automated client outreach and response tracking.