Automated feedback and survey collection post-visit

**Purpose**

1.1. Automate post-visit client engagement by sending feedback forms or surveys automatically after appointments, ensuring continuous service improvement and client retention.
1.2. Automate feedback loop to gather actionable insights, enhance client satisfaction, and detect issues early with minimal manual intervention.
1.3. Supports automated collection and categorization of responses for analytics and follow-up actions.

**Trigger Conditions**

2.1. Appointment completion recorded in booking system automatically triggers workflow.
2.2. Client status updated to ‘checked out’ or ‘service rendered’ automates feedback solicitation.
2.3. Pre-set time delay (e.g. 30 minutes post-appointment) automates survey request dispatch.

**Platform Variants**

3.1. Twilio SMS
- Feature/Setting: Automated SMS API; use Programmable Messaging to send post-visit feedback survey links automatedly.
- Sample: Configure event webhook → Twilio SMS API with custom message template and survey URL.

3.2. SendGrid
- Feature/Setting: Automate post-service emails using Send Email endpoint.
- Sample: Trigger webhook → SendGrid Send Email API, inject dynamic client data.

3.3. Mailchimp
- Feature/Setting: Automated email campaigns post-appointment.
- Sample: API trigger on CRM update → Mailchimp automated campaign flow.

3.4. HubSpot
- Feature/Setting: Automated workflow; send feedback survey via marketing emails.
- Sample: Deal stage ‘completed’ → trigger feedback automation, schedule delayed email.

3.5. Typeform
- Feature/Setting: API for auto-generating personalized feedback links.
- Sample: Fetch client data → dynamically create and send survey link using Typeform API.

3.6. Google Forms
- Feature/Setting: Google Apps Script automates feedback requests through email integration.
- Sample: Appointment app event triggers auto-send email with Google Form.

3.7. SurveyMonkey
- Feature/Setting: Automated invitation API; integrate appointment data to schedule automated survey outreach.
- Sample: API event from booking app → POST to SurveyMonkey collect endpoint.

3.8. Slack
- Feature/Setting: Automated DM using Slack API for feedback after appointments.
- Sample: Appointment completed → Slack chat.postMessage with feedback form.

3.9. Intercom
- Feature/Setting: Automated chat message based on customer journey events.
- Sample: Post-visit event in CRM → Intercom automate outbound survey in chat.

3.10. ActiveCampaign
- Feature/Setting: Automated emails as part of CRM pipeline automation.
- Sample: Appointment stage change → ActiveCampaign API email automation.

3.11. Zoho CRM
- Feature/Setting: Automated workflow rules; email survey on stage transition.
- Sample: Zoho CRM trigger → automate feedback survey via Zoho Campaigns API.

3.12. Salesforce
- Feature/Setting: Process Builder to automate email or SMS feedback request.
- Sample: After case ‘closed’, trigger Salesforce email/SMS automation.

3.13. WhatsApp Business API
- Feature/Setting: Automated message templates for post-visit surveys.
- Sample: CRM trigger → automate WhatsApp template message with unique survey link.

3.14. Calendly
- Feature/Setting: Webhook triggered after completed meeting for automated feedback emails.
- Sample: Appointment completed webhook → send client to feedback request automation.

3.15. Zapier
- Feature/Setting: Automate multi-app workflows for survey distribution.
- Sample: Booking system event → Zapier automates trigger → multiple delivery channels.

3.16. Pabbly Connect
- Feature/Setting: Workflow automator; connect booking and feedback tools.
- Sample: Appointment end → automates email or SMS survey using integrated services.

3.17. Customer.io
- Feature/Setting: Automated segment-based feedback email automation.
- Sample: Enter segment ‘recent visit’ → Customer.io automated message with survey.

3.18. Klaviyo
- Feature/Setting: Automated flow for post-appointment feedback campaign.
- Sample: Flow trigger on appointment data → Klaviyo automates feedback request.

3.19. Freshdesk
- Feature/Setting: Automate feedback ticket creation post-service.
- Sample: Close service ticket → Freshdesk automates survey dispatch via email.

3.20. Gmail API
- Feature/Setting: Automate sending personalized feedback emails.
- Sample: Appointment system calls Gmail API → automated send feedback request.

3.21. Facebook Messenger API
- Feature/Setting: Message automation for feedback request post-appointment.
- Sample: Client data → Messenger API sends automated feedback request.

3.22. Microsoft Teams
- Feature/Setting: Automate adaptive cards with survey links post-service.
- Sample: Post-visit flow → Teams automated chat card message.

**Benefits**

4.1. Automates time-consuming manual follow-ups, ensuring consistent client engagement.
4.2. Automator ensures timely, relevant feedback collection for service quality analytics.
4.3. Fully automated pipeline reduces human error and improves feedback response rates.
4.4. Automation enables scalable, trackable customer satisfaction programs.
4.5. Supports automatable integrations for analytics, follow-up offers, and retention strategies.