Purpose
1.2. Streamline distribution, response capture, aggregation, and reporting for surveys targeting move-in/out, maintenance, events, and general sentiment.
1.3. Ensure rapid follow-up, automated reminders, and response escalation to corporate teams as needed.
Trigger Conditions
2.2. Resident life events (move-in, move-out, maintenance completion, community events).
2.3. Resident-initiated requests or escalations.
2.4. Low engagement detected via prior communication analytics.
Platform Variants
• Feature/Setting: SMS survey delivery and reminders.
- Sample: Configure Programmable SMS > Messaging Service SID and webhooks for reply collection.
3.2. SendGrid
• Feature/Setting: Transactional survey emails with click-tracking.
- Sample: Use Mail Send API, enable categories & Event Webhook for open/response tracking.
3.3. SurveyMonkey
• Feature/Setting: Automated survey distribution and API-based results retrieval.
- Sample: survey.create, survey.send, surveys.getResponses.
3.4. Typeform
• Feature/Setting: Embedded form links in communications.
- Sample: Use Create Form API and Responses API for data retrieval.
3.5. Google Forms
• Feature/Setting: Trigger notification on new response.
- Sample: Forms API for form creation; utilize Apps Script for trigger.
3.6. Microsoft Forms
• Feature/Setting: Collect and sync resident feedback to Excel/SharePoint.
- Sample: Use Forms connector in Power Automate.
3.7. Slack
• Feature/Setting: Push notifications to property management channel on new feedback.
- Sample: chat.postMessage API endpoint with survey summary.
3.8. Teams
• Feature/Setting: Automated feedback posts and escalation.
- Sample: SendMessage or CreateTask via Graph API.
3.9. HubSpot
• Feature/Setting: CRM-triggered personalized email surveys.
- Sample: Use Workflows and Email Send API, log responses to contact properties.
3.10. Salesforce
• Feature/Setting: Post-case satisfaction surveys.
- Sample: Process Builder triggers; configure Survey Invitation API.
3.11. Mailchimp
• Feature/Setting: Automated email campaigns for annual/seasonal feedback.
- Sample: Triggered automation journeys; API for campaign send and stats.
3.12. Qualtrics
• Feature/Setting: Advanced multi-question/multilingual surveys.
- Sample: XM Directory, Distributions API for send/track.
3.13. Zoho Survey
• Feature/Setting: Scheduled distribution, multi-channel.
- Sample: REST API to send, survey.getResponses for capture.
3.14. JotForm
• Feature/Setting: Trigger on new form submission; send to property database.
- Sample: Webhook for submission; API for response details.
3.15. Airtable
• Feature/Setting: Log responses, track and report trends.
- Sample: Forms for data ingest, API for CRUD operations.
3.16. Monday.com
• Feature/Setting: Survey response triggers resident engagement workflow.
- Sample: Automations + API to move item/status based on response.
3.17. Intercom
• Feature/Setting: In-app resident feedback popups.
- Sample: Triggered Messages API for delivery, Conversations API for logging.
3.18. Zapier
• Feature/Setting: Workflow between survey response and CRM/ticketing.
- Sample: Webhook/Catch Hook integration with any survey app.
3.19. Pipedrive
• Feature/Setting: Tracks survey outcome as deal activity/notes.
- Sample: AddActivity via API on survey completion.
3.20. Zendesk
• Feature/Setting: Ticket auto-creation on negative feedback.
- Sample: Triggers, API to create tickets from external webhooks.
3.21. Facebook Messenger (Meta API)
• Feature/Setting: Chat-based surveys to residents.
- Sample: Send API for message, webhook for response.
3.22. WhatsApp Business API
• Feature/Setting: Broadcast feedback surveys and collect replies.
- Sample: Messages endpoint for survey; webhooks for response monitoring.
Benefits
4.2. Dramatically reduces manual follow-up and data entry effort.
4.3. Provides real-time insight to drive operational and satisfaction improvements.
4.4. Supports escalation and ensures residents feel heard promptly.
4.5. Automates reporting to management and enables proactive resident engagement.