Satisfaction survey dispatch post-enrolment/on exit

Purpose

 1.1. Automate the dispatch of satisfaction surveys to guardians after a child's enrolment or at service exit in an in-home daycare, ensuring systematic, timely, and consistent feedback collection for service quality monitoring, compliance, and improvement.
 1.2. Enables automated gathering of actionable insights directly from stakeholders, automating reporting, issue escalation, and review processes.

Trigger Conditions

 2.1. Automated enrolment confirmation in the database or CRM.
 2.2. Automated notification of exit or child withdrawal from service.
 2.3. Automated manual trigger by staff for special cases.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use SMS API, configure automated survey dispatch on trigger; sample: Send automated SMS containing survey link.

 3.2. SendGrid
  • Feature/Setting: Automate transactional email API; configure template for surveys; auto-send on enrolment/exit event.

 3.3. Mailchimp
  • Feature/Setting: Use Automations; trigger sequence by audience segment or tag; embed survey form.

 3.4. SurveyMonkey
  • Feature/Setting: Webhooks or API for automated survey email dispatch when trigger event is received.

 3.5. Google Forms + Gmail API
  • Feature/Setting: Automate survey link emails using Google Apps Script on database update.

 3.6. Typeform
  • Feature/Setting: Automate personalized survey links via Typeform API; configure triggers to auto-send links.

 3.7. HubSpot
  • Feature/Setting: Marketing automation workflows; auto-email satisfaction survey on enrolment/exit property change.

 3.8. Salesforce
  • Feature/Setting: Automate process builder/Flow; send Surveys using Salesforce Surveys component.

 3.9. Zoho CRM
  • Feature/Setting: Automate survey emails via Zoho Survey & CRM workflow automation.

 3.10. Microsoft Power Automate
  • Feature/Setting: Set up flows to detect new/updated records and automate survey dispatch via Outlook or Teams.

 3.11. Slack
  • Feature/Setting: Automated direct messaging with survey links to guardians in Slack; use Workflow Builder.

 3.12. WhatsApp Business API
  • Feature/Setting: Automate message template send for surveys on status changes in backend system.

 3.13. Pabbly Connect
  • Feature/Setting: Automated survey dispatch workflow linking CRM to Survey platform/email.

 3.14. ActiveCampaign
  • Feature/Setting: Automate email or SMS surveys using automation workflows activated by custom field updates.

 3.15. Intercom
  • Feature/Setting: Automated chat/email surveys triggered by user segments or events.

 3.16. JotForm
  • Feature/Setting: Automate survey email send on form submission or via API integration.

 3.17. Zendesk
  • Feature/Setting: Automate survey emails after status field change or ticket solved, via Triggers.

 3.18. Freshdesk
  • Feature/Setting: Setup automation rules for survey sendout when enrolment/exit cases close.

 3.19. Airtable
  • Feature/Setting: Automate record change triggers to send survey via Airtable Automations or external webhook.

 3.20. Klaviyo
  • Feature/Setting: Automated email flows for contacts with survey links based on profile/tag triggers.

Benefits

 4.1. Automates routine feedback requests, ensuring timely data capture post-enrolment or service exit.
 4.2. Reduces manual work, creating automatable compliance trails and automated performance analytics.
 4.3. Minimises errors, automating consistent outreach and survey completion reminders.
 4.4. Enhances stakeholder engagement by offering a seamless, automated contact mechanism for child guardians.
 4.5. Enables automated aggregation and reporting, improving service delivery and satisfaction through ongoing automation.