Purpose
1.2. Automatedly distribute satisfaction surveys post-maintenance, event, or lease renewal, ensuring timely responses and high engagement rates.
1.3. Automating the feedback loop to enable management to detect trends, address resident concerns quickly, and automate escalation workflows for urgent issues.
1.4. Automate collation and real-time analysis of resident feedback for corporate reporting, compliance, and continuous improvement initiatives.
1.5. Integrate with communication, CRM, and data visualization platforms for automated follow-up and actionable insights.
Trigger Conditions
2.2. Trigger automation when a community event ends or a facility booking concludes.
2.3. Launch automation at periodic intervals (monthly, quarterly) for general resident satisfaction.
2.4. Automatically triggered after lease signings and renewals.
2.5. Set to trigger when a resident submits a complaint or inquiry.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Use “Programmable SMS” API to automate outgoing survey links and automate collection of SMS responses.
- Example: Configure webhook replies for automated acknowledgment.
3.2. SendGrid
- Feature/Setting: “Transactional Emails” for scheduled, automated dispatch of email surveys and API for automating response logging.
- Example: API key setup with “Event Webhook” for automated survey email status.
3.3. Typeform
- Feature/Setting: “Webhook” and “API” to automate survey creation, distribution, and automatedly collect responses in real time.
- Example: Use “Responses API” for automated data syncing.
3.4. Google Forms
- Feature/Setting: “Google Forms API” for automating form creation and automated survey delivery.
- Example: Use “Form Responses” trigger in Google Apps Script.
3.5. SurveyMonkey
- Feature/Setting: Use “Collector API” to automate survey link management and schedule automated feedback cycles.
- Example: Configure “Webhooks” for realtime automated notifications on responses.
3.6. Microsoft Forms
- Feature/Setting: “Automated Flows” in Power Automate to trigger based on event completion data.
- Example: Set “When a new response is submitted” for triggering automations.
3.7. Slack
- Feature/Setting: “Incoming Webhooks” and “Bot User API” to automate direct messages to residents for quick polls.
- Example: Use “chat.postMessage” API to automate message threads.
3.8. Mailchimp
- Feature/Setting: “Automated Email Campaigns” for scheduled survey distribution and “Mandrill API” for custom transactional sends.
- Example: Setup workflow automation for post-event feedback.
3.9. Facebook Messenger
- Feature/Setting: “Messenger Platform API” for automating direct feedback requests using Messenger bots.
- Example: Automate response tracking with “webhook subscriptions”.
3.10. HubSpot
- Feature/Setting: “Workflows” and “Surveys API” to automate resident segmentation and survey dispatch.
- Example: Trigger workflow when deal (tenant action) closes.
3.11. Zendesk
- Feature/Setting: “Triggers” and “Surveys Add-On” to automate post-support ticket follow-ups.
- Example: Automatedly email satisfaction survey on ticket resolution.
3.12. Salesforce
- Feature/Setting: “Survey Object” and “Process Builder” for automating survey invitations based on resident lifecycle events.
- Example: Setup automated surveys on ‘Case closed’ triggers.
3.13. Zoho Survey
- Feature/Setting: “Survey Triggers” API for automating invitations and automating feedback collation.
- Example: Integrated automated scheduling with Zoho CRM.
3.14. Airtable
- Feature/Setting: “Automations” to Scheduled Action for survey follow-up tasks and automated response logging.
- Example: Uses “When a record matches conditions” trigger.
3.15. WhatsApp Business API
- Feature/Setting: Automate sending survey requests and automating replies via “Message Templates”.
- Example: API triggers via webhooks for new events.
3.16. Intercom
- Feature/Setting: “Outbound Messages” and “Survey Bots” for automated resident insights and automated escalation.
- Example: Automated survey posts after defined activities.
3.17. Qualtrics
- Feature/Setting: “Actions” automation and “XM Directory API” for resident targeting and automated escalations.
- Example: Webhook for survey completion and analysis.
3.18. Jotform
- Feature/Setting: “API integration” for sending automated survey links and automating response exports.
- Example: Automated trigger on form submission for follow-ups.
3.19. Freshdesk
- Feature/Setting: “Automations” and “Satisfaction Surveys” for automated ticket follow-up surveys.
- Example: Auto-trigger after ticket closure.
3.20. Google Chat
- Feature/Setting: “Chatbots” and “Webhooks” to automate feedback requests and automate collection in group chats.
- Example: “spaces.messages.create” for automated messages.
Benefits
4.2. Automating feedback cycles reduces admin work and turnaround time for response collection.
4.3. Automate reporting for real-time corporate visibility and actionable insights.
4.4. Automation streamlines urgent issue escalation, increasing resident satisfaction.
4.5. Automator enables oversight and trend analysis, helping leadership automate decision support and rapid interventions.