Feedback and satisfaction survey distribution

Purpose

1. Gather real-time feedback from adopting families and individuals regarding satisfaction, process experience, and post-adoption support.

2. Ensure compliance with reporting requirements and regulatory standards for service quality.

3. Continuously improve adoption services by identifying service gaps, training needs, and communication challenges.

4. Enhance trust and transparency by maintaining regular, structured contact with stakeholders.

5. Facilitate longitudinal surveys to track satisfaction and outcomes over time.

Trigger Conditions

1. Successful completion of adoption placement.

2. Conclusion of support milestone (e.g., 1, 3, or 12 months post-placement).

3. Closure of a service inquiry or case.

4. Receipt of a support request resolution confirmation.

5. Scheduled annual or quarterly survey cycles.

Platform Variants

1. Twilio SMS

• Feature/Setting: Twilio SMS API; configure trigger to send survey URL on adoption event completion.
  
• Example: POST to /Messages with recipient and survey link.
  

2. SendGrid

• Feature/Setting: SendGrid Mail Send API; automate personalized emails containing survey forms.
  
• Example: POST to /mail/send with template ID and dynamic data for recipient.
  

3. SurveyMonkey

• Feature/Setting: SurveyMonkey Webhooks; trigger survey invitations when new adoptee records appear.
  
• Example: Use POST to /v3/collectors/{collector_id}/responses/bulk.
  

4. Typeform

• Feature/Setting: Typeform Responses API; automate survey distribution and response collection on case update.
  
• Example: POST to /forms/{form_id}/responses.
  

5. Google Forms

• Feature/Setting: Google Forms API; generate and email prefilled forms post-adoption milestone.
  
• Example: Generate /forms/d/{formId}/prefill and send via email.
  

6. Mailchimp

• Feature/Setting: Mailchimp Automation API; trigger campaign with embedded survey links when new clients are added.
  
• Example: POST to /automations/{workflow_id}/emails/{email_id}/queue.
  

7. HubSpot

• Feature/Setting: HubSpot Workflows; send satisfaction surveys on deal stage change to ‘Closed - Adopted’.
  
• Example: POST to /automation/v3/workflows.
  

8. Salesforce

• Feature/Setting: Salesforce Process Builder; trigger survey via Salesforce Surveys on status update.
  
• Example: Create Process Builder Workflow to trigger on custom object status.
  

9. Zendesk

• Feature/Setting: Zendesk Trigger; auto-send feedback survey after support ticket closure.
  
• Example: Configure trigger with action email_user and survey link in message.
  

10. Microsoft Power Automate

• Feature/Setting: Automated Flow; schedule and send feedback requests from Dynamics 365 events.
  
• Example: Use ‘When a record is updated’ trigger with ‘Send an email’ action.
  

11. Slack

• Feature/Setting: Slack Workflow Builder; send direct message survey links to staff for internal feedback collection.
  
• Example: Trigger via scheduled reminder and send message to users.
  

12. Constant Contact

• Feature/Setting: Constant Contact Email API; send batch survey emails to segmented post-adoption lists.
  
• Example: POST to /v2/emailmarketing/campaigns.
  

13. Qualtrics

• Feature/Setting: Qualtrics API; automate survey distribution on new contact creation in CRM.
  
• Example: POST to /API/v3/distributions.
  

14. Jotform

• Feature/Setting: Jotform Webhooks; send unique survey forms to respondents when specified event occurs.
  
• Example: Register webhook with form and process responses programmatically.
  

15. Zoho CRM

• Feature/Setting: Zoho Workflow Automation; trigger email with feedback request post-conversion.
  
• Example: Create workflow rule on field update to send survey.
  

16. ActiveCampaign

• Feature/Setting: ActiveCampaign Automations; send follow-up satisfaction surveys post-list subscription.
  
• Example: POST to /api/3/contactAutomations.
  

17. Intercom

• Feature/Setting: Intercom Custom Bots; message users post-service with one-click survey.
  
• Example: Set up event-driven custom bot with survey CTA.
  

18. MailerLite

• Feature/Setting: Automation Triggers; email survey after recipient click or tag update.
  
• Example: Create automation from subscriber activity event.
  

19. BambooHR

• Feature/Setting: BambooHR Webhooks; send employee feedback surveys on case resolution.
  
• Example: Add outbound webhook upon "case closed" event.
  

20. Zapier

• Feature/Setting: Zapier Automated Workflows; pipe triggers from CRM to any survey platform.
  
• Example: Create Zap: "New Record in CRM" → "Send Survey Invitation".
  

Benefits

1. Automates outreach to minimize manual staff tasks and maximize timely response.

2. Supports regulatory compliance with verifiable records of feedback collection efforts.

3. Enables real-time data analysis to improve client service strategy.

4. Enhances follow-up process, boosting client trust and engagement.

5. Ensures consistent and unbiased solicitation of feedback across all adoptees and caregivers.