Communication & EngagementPurpose
1.2. Standardize feedback delivery using digital surveys sent over preferred communication channels (email, SMS, chat apps, web).
1.3. Automate the aggregation and analysis of feedback data to inform curriculum improvements, compliance, and accreditation.
Trigger Conditions
2.2. Attendance log update marking participant completion.
2.3. Manual trigger by instructor post-class.
2.4. Receipt of event callback/API webhook from scheduling platform.
Platform Variants
3.1. Twilio SMS
• Feature: Messaging API
• Setting: Configure API to send templated survey messages post-session to participant phone numbers.
3.2. SendGrid
• Feature: Marketing Campaigns/Transactional Email API
• Setting: API trigger to email post-session survey; pre-designed survey with personalization fields.
3.3. Microsoft Teams
• Feature: Adaptive Cards via Bot Framework
• Setting: Bot posts automated card with survey link/form to class channel or individual chats.
3.4. Slack
• Feature: Workflow Builder/Incoming Webhooks
• Setting: Automated message with survey link sent to user DMs/groups after session end.
3.5. Google Forms
• Feature: Form Prefill/Send via Apps Script API
• Setting: Script auto-fills participant data and emails survey link post-session.
3.6. SurveyMonkey
• Feature: Survey Automate/Send API
• Setting: API call to trigger survey dispatch upon session completion event.
3.7. Qualtrics
• Feature: Distributions API
• Setting: Survey email sent via API trigger using session metadata and recipient list.
3.8. Typeform
• Feature: Webhooks/Integration API
• Setting: Webhook triggers survey invitation via email/SMS with pre-filled participant data.
3.9. Zoho Survey
• Feature: Email Distribution API
• Setting: API triggers customizable survey for all attendees post-class.
3.10. HubSpot
• Feature: Workflows/Survey Forms
• Setting: Workflow launches follow-up survey email automatically using CRM event trigger.
3.11. Mailchimp
• Feature: Automation/Transactional Emails
• Setting: Survey campaign sent out with merge tags for personalization based on session data.
3.12. Salesforce
• Feature: Process Builder/Survey Invitation API
• Setting: Process runs on session event to email SMS survey link to contacts.
3.13. ActiveCampaign
• Feature: Automations/Email API
• Setting: Automated survey sequence starts upon contact tag (session complete) update.
3.14. Freshdesk
• Feature: Feedback Widget/Automations
• Setting: Post-session ticket triggers embedded survey link in follow-up email.
3.15. Pabbly
• Feature: Email Campaign Automation
• Setting: Survey form distributed via drip campaign post event.
3.16. Airtable
• Feature: Automation/Script Block
• Setting: Script generates participant list and triggers email survey dispatch.
3.17. WhatsApp (via Cloud API)
• Feature: Message Template API
• Setting: Automated WhatsApp survey message sent using approved template and session data.
3.18. Messenger (Facebook)
• Feature: Send API/Bot
• Setting: Messenger bot sends survey link with session personalization after event trigger.
3.19. Intercom
• Feature: Post-Event Message Campaign
• Setting: Automated message campaign delivers survey in direct chat or email after session.
3.20. Jotform
• Feature: Prefilled Forms API
• Setting: Automation triggers prefilled survey and emails unique link to all attendees.
Benefits
4.2. Reduces manual administrative tasks for instructors/managers.
4.3. Enables real-time data aggregation for insights and compliance reporting.
4.4. Supports rapid, data-driven curriculum updates and improves communication loop.
4.5. Delivers a consistent, branded experience to all learners.