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HomeResident feedback and survey collection workflowsCommunication & EngagementResident feedback and survey collection workflows

Resident feedback and survey collection workflows

Purpose

1.1. Gather structured, regular, actionable feedback from apartment residents to inform management decisions, improve facilities, and boost satisfaction.
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

2.1. Scheduled feedback intervals (monthly, quarterly, annually).
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

3.1. Twilio SMS
• 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

4.1. Streamlines and standardizes the entire feedback process.
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.

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