Communication & Client EngagementPurpose
1.2. Track client satisfaction to identify operational improvements.
1.3. Automate survey distribution and collection across multiple channels.
1.4. Enable quick escalation of negative feedback for rapid response.
1.5. Centralize feedback data for reporting and continuous client communication optimization.
1.6. Integrate survey data with CRM/EHR for holistic view of client relations and care outcomes.
Trigger Conditions
2.2. Marking treatment or surgery case as “closed” in management system.
2.3. Specific time delay after visit (e.g., 24 or 48 hours).
2.4. Manual trigger by staff via API endpoint.
2.5. Scheduled campaign (e.g., monthly follow-up on recent visits).
Platform Variants
3.1. Twilio SMS
• API: Messages endpoint (POST /2010-04-01/Accounts/{AccountSid}/Messages.json)
• Sample: Configure sender number, destination, and dynamic body with merge tags for patient name/date.
3.2. SendGrid
• API: Mail Send endpoint (POST /v3/mail/send)
• Sample: Use templates with personalization for email surveys, input user email from scheduling system.
3.3. Mailchimp
• Function: Automated email campaign with merge tags and audience segmentation
• Sample: Trigger workflow when new appointment completes.
3.4. SurveyMonkey
• API: Create Collector endpoint and Send Survey endpoint
• Sample: Auto-generate collector link, use API to send via email/SMS.
3.5. Google Forms
• Function: Auto-create prefilled URL per client
• Sample: Dynamic field values embedded in URL sent via email/SMS.
3.6. Typeform
• API: Create response endpoint and Webhooks
• Sample: Generate survey links and track completions via webhook.
3.7. Zoho Survey
• API: Send survey (POST /sendSurvey)
• Sample: Integrate with Zoho CRM for recipient selection.
3.8. Salesforce
• Object: EmailMessage, Task
• Sample: Trigger survey email task when Opportunity status changes.
3.9. HubSpot
• Workflow: Automated follow-up emails linked with contact property “Last Visit Date”
• Sample: Send survey after appointment property updates.
3.10. ActiveCampaign
• Automation: Triggered campaign, custom field mapping
• Sample: Start survey email when “Appointment Completed” tag applied.
3.11. WhatsApp Business API
• Function: Send template messages (POST /v1/messages)
• Sample: Personalized WhatsApp message with survey link.
3.12. Facebook Messenger API
• Function: Send API with URL buttons
• Sample: Chat message after appointment with embedded Typeform/SurveyMonkey link.
3.13. Slack
• Incoming Webhook: Post to internal #survey-feedback channel
• Sample: Staff notified in real time of new client feedback.
3.14. Microsoft Teams
• Webhook/Connector: Notify team when survey submitted
• Sample: Alert triggered for negative response (low rating).
3.15. Pipedrive
• Function: Email sequences tied to “Deal Won”
• Sample: Survey sent upon deal closure for new client onboarding.
3.16. Zendesk
• Trigger: Ticket solved triggers survey email
• Sample: Integrate CSAT survey via Zendesk Satisfaction API.
3.17. Intercom
• Campaign: Auto-messages after ticket closure
• Sample: Send survey after support chat closes.
3.18. Jotform
• API: Prefilled forms via URL
• Sample: Embed unique patient identifiers in prepopulated survey fields.
3.19. Airtable
• Automation: Send survey email when “Last Visit” record updated
• Sample: Use scripting block to generate and email survey link.
3.20. Freshdesk
• Automation: Resolve event triggers survey
• Sample: Use Freshdesk API to send post-ticket feedback.
Benefits
4.2. Reduces manual work in soliciting and processing feedback.
4.3. Ensures prompt follow-up, boosting loyalty and retention.
4.4. Tracks client experience trends for management reporting.
4.5. Enables proactive response to dissatisfied clients, preventing churn.
4.6. Enhances client communication via preferred channels.
4.7. Supports compliance and quality assurance programs.