Family survey distribution and response collection

Purpose

1.1. Automates the distribution of family surveys to relatives or guardians of assisted living residents to collect feedback, inquiries, and suggestions.
1.2. Streamlines survey response collection and organizes responses in a centralized, filterable, exportable database for administrators.
1.3. Enables scheduled, trigger-based, or on-demand survey campaigns via email, SMS, voice, and app notifications.
1.4. Automates reminders for incomplete surveys and synchronizes engagement data into resident family engagement dashboards.
1.5. Enhances the social services department’s responsiveness and communication transparency with families.

Trigger Conditions

2.1. Resident admission, discharge, or care status change triggers automated family survey dispatch.
2.2. Calendar-based triggers automate recurring monthly, quarterly, or annual survey rollouts.
2.3. Manual triggers for ad hoc survey launches from staff dashboard or CRM.
2.4. Automatedly reacts to family support requests or complaints by sending targeted satisfaction surveys.
2.5. Integrates with incident reporting systems to automate survey invitations post-incident.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS Messaging API; configure webhook for outbound surveys, automate replies capture using SMS response webhook.
3.2. SendGrid
• Feature/Setting: Send Mail API; automate email survey dispatches with dynamic templates, track opens/clicks with Event Webhook.
3.3. Google Forms
• Feature/Setting: Form creation API; automate survey generation and Google Sheets response syncing for real-time analytics.
3.4. Typeform
• Feature/Setting: Responses webhook; automate survey push and automated response ingestion.
3.5. SurveyMonkey
• Feature/Setting: Create Collector API; automate survey distribution, automate response data collection.
3.6. Mailchimp
• Feature/Setting: Campaign API; automate bulk survey email campaigns, automate follow-up based on engagement data.
3.7. Microsoft Outlook
• Feature/Setting: Graph API SendMail; automate individual survey emails, automate response follow-up reminders.
3.8. Slack
• Feature/Setting: Incoming Webhooks; automate posting survey links in dedicated family channels, automateating feedback threads.
3.9. Zapier
• Feature/Setting: Scheduled/Zap trigger; automate integration workflows between forms, emails, and databases.
3.10. Airtable
• Feature/Setting: API; automate logging of survey recipients and responses in relational tables.
3.11. Salesforce
• Feature/Setting: Marketing Cloud API; automate survey campaign deployment and response mapping to family contact records.
3.12. HubSpot
• Feature/Setting: Forms API; automate survey creation, automate collection to CRM profiles.
3.13. Facebook Messenger
• Feature/Setting: Send API; automate direct messenger surveys, automate responses capture.
3.14. WhatsApp Business API
• Feature/Setting: Automated messaging; automate survey delivery and collect responses via WhatsApp chats.
3.15. Smartsheet
• Feature/Setting: Web Forms; automate survey creation with automated row creation for each submission.
3.16. Zoho Survey
• Feature/Setting: API; automate survey scheduling/distribution, automate results collection to Zoho CRM.
3.17. JotForm
• Feature/Setting: API/webhooks; automate form creation, automate data export to cloud storage or CRM.
3.18. Microsoft Teams
• Feature/Setting: Adaptive Cards; automate survey link dispatch in family channels, automate reminders.
3.19. OneSignal
• Feature/Setting: Push Notifications API; automate app notifications to family contacts with survey links.
3.20. Constant Contact
• Feature/Setting: API; automate email campaigns for surveys, automate tracking of unresponsive recipients.
3.21. Monday.com
• Feature/Setting: Automations API; automate survey tasks and reminder notifications to engagement teams.
3.22. ActiveCampaign
• Feature/Setting: Email Automation API; automate survey emails and response-triggered automation chains.

Benefits

4.1. Automates manual communication workflows, reducing staff administrative time.
4.2. Automates data centralization, providing actionable insights on family engagement levels.
4.3. Automates reminders, improving survey response rates among families.
4.4. Enables scalable, auditable, and consistent family engagement processes through automation.
4.5. Elevates satisfaction tracking and compliance with regulatory requirements by deploying automatable and repeatable workflows.