Communication and OutreachPurpose
1.2. Automate generation of real-time satisfaction reports, identifying trends and actionable insights for library improvement.
1.3. Streamline outreach by automating survey distribution, reminders, and response consolidation.
1.4. Automatedly enhance communication loops by delivering follow-up content, closing notes, and satisfaction metrics to patrons or staff.
1.5. Maximize engagement and response rates via automated multi-language, accessibility, and device-agnostic survey deployment.
Trigger Conditions
2.2. Trigger when a new or returning patron checks out materials.
2.3. Set automation on quarterly/monthly cadence for routine outreach.
2.4. Trigger automation after a library account renewal or service request.
2.5. Manually triggered for ad-hoc patron engagement campaigns.
Platform Variants
• Feature/Setting: Automate "Send Survey Collector" via API (Create Collector, Launch Survey).
• Sample: POST /v3/surveys/{survey_id}/collectors
3.2. Google Forms
• Feature/Setting: Automate form creation, response collection via Google Forms API.
• Sample: forms.responses.create, forms.forms.create
3.3. Microsoft Forms
• Feature/Setting: Automate response collection and notification flows via Graph API.
• Sample: GET /users/{id}/forms
3.4. Typeform
• Feature/Setting: Automate survey creation and response fetch through Typeform API.
• Sample: POST /forms, GET /responses
3.5. Jotform
• Feature/Setting: Automate sending forms to email, collecting via Webhooks.
• Sample: /form/{id}/submissions
3.6. Qualtrics
• Feature/Setting: Automate distribution and real-time result sync via Distribution API.
• Sample: POST /distributions, GET /responses
3.7. Zoho Survey
• Feature/Setting: Automate survey mail-merge and fetch via Zoho Survey API.
• Sample: /api/v1/getresponses
3.8. SurveySparrow
• Feature/Setting: Automate recurring survey via Recurring Surveys API.
• Sample: POST /v2/surveys/schedule
3.9. Twilio SMS
• Feature/Setting: Automate SMS survey invitations using Programmable SMS API.
• Sample: POST /Messages
3.10. SendGrid
• Feature/Setting: Automate survey email campaigns via Marketing Campaigns API.
• Sample: POST /marketing/singlesends
3.11. Mailchimp
• Feature/Setting: Automate survey notifications and follow-ups via Campaign API.
• Sample: POST /campaigns, POST /automations
3.12. Slack
• Feature/Setting: Automate direct survey links in channels or DMs via Web API chat.postMessage.
• Sample: POST /chat.postMessage
3.13. Microsoft Teams
• Feature/Setting: Automate posting survey links via Bot Framework/Graph API.
• Sample: POST /channels/{id}/messages
3.14. Salesforce
• Feature/Setting: Automate survey actions linked to Contact/Case records using Survey API.
• Sample: /services/data/vXX.X/sobjects/SurveyInvitation
3.15. Airtable
• Feature/Setting: Automate survey data logging and analytics pipeline via Airtable API.
• Sample: POST /v0/{baseId}/{tableName}
3.16. HubSpot
• Feature/Setting: Automate survey email tasks and contact logging via Survey and Email APIs.
• Sample: POST /crm/v3/objects/emails
3.17. Intercom
• Feature/Setting: Automate in-app survey prompts and response capture via Intercom API.
• Sample: POST /messages
3.18. Zendesk
• Feature/Setting: Automate ticket-based satisfaction survey via Triggers API.
• Sample: POST /api/v2/tickets/{id}/satisfaction_rating
3.19. Trello
• Feature/Setting: Automate survey result tasks into Trello boards via Cards API.
• Sample: POST /1/cards
3.20. Power BI
• Feature/Setting: Automate dashboard generation for survey analytics via REST API.
• Sample: POST /groups/{groupId}/datasets/{datasetId}/tables/{tableName}/rows
3.21. Tableau
• Feature/Setting: Automate publishing and refreshing survey visualizations via Tableau REST API.
• Sample: POST /api/{apiVersion}/sites/{siteId}/workbooks
3.22. Facebook Messenger
• Feature/Setting: Automate satisfaction survey reminders via Send API.
• Sample: POST /me/messages
Benefits
4.2. Automator-driven survey campaigns increase accessibility (SMS, email, web, app).
4.3. Automatable reporting helps library stakeholders quickly identify satisfaction gaps.
4.4. Automatedly improves participation rates via scheduled reminders and multi-channel delivery.
4.5. Automation shortcuts manual response collation, instantly presenting actionable data.
4.6. Automates follow-up to dissatisfied respondents, supporting continuous public service improvement.