Automated client satisfaction surveys

Purpose

1.1. Enhance client feedback collection post-session to measure satisfaction and service quality.
1.2. Enable ABA therapists to monitor outcomes and client engagement in real time.
1.3. Automate scheduling, delivery, and analysis of satisfaction surveys after every appointment or at set intervals.
1.4. Ensure compliance with privacy laws and data security protocols in feedback collection, storage, and reporting.

Trigger Conditions

2.1. Appointment completion logged in client management platform.
2.2. Therapist indicates session completed in EHR/clinical system.
2.3. Client discharge/final session.
2.4. Recurring time-based triggers (e.g., weekly, monthly post-care).

Platform variants

3.1. Twilio SMS
• Feature/Setting: SMS API “Send Message” — Configure automated SMS to deliver survey link post-session.
3.2. SendGrid
• Feature/Setting: Transactional API “Mail Send” — Automate survey email after session logging.
3.3. SurveyMonkey
• Feature/Setting: Webhooks/Survey API — Use API to create/distribute session-based satisfaction surveys.
3.4. Google Forms
• Feature/Setting: Forms API “Create/Send” — Auto-generate personalized survey URLs on session completion.
3.5. Typeform
• Feature/Setting: Typeform API “Create Response” — Send session-specific survey invites dynamically.
3.6. Mailchimp
• Feature/Setting: Automations “Email Trigger” — Dispatch surveys via automated campaign on appointment completion.
3.7. Salesforce
• Feature/Setting: Process Builder “Email Alert” — Trigger survey emails based on case updates.
3.8. HubSpot
• Feature/Setting: Workflow “Send Email” — Initiate surveys linked to appointment records.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules “Send Survey” — Configure survey dispatch post-session.
3.10. Qualtrics
• Feature/Setting: API “Create/Distribute Survey” — Automate survey creation and bulk distribution.
3.11. Microsoft Power Automate
• Feature/Setting: Flow “Automated Cloud Flow” — Schedule/post appointment survey triggers.
3.12. Slack
• Feature/Setting: Slack API “chat.postMessage” — Direct message surveys to clients via Slack.
3.13. Intercom
• Feature/Setting: Campaigns “Auto Message” — Automated follow-up survey after interaction logged.
3.14. Freshdesk
• Feature/Setting: Scenario Automations “Send Satisfaction Survey” — Survey delivered at ticket resolution.
3.15. Zendesk
• Feature/Setting: Triggers “Request Customer Satisfaction Rating” — Auto email survey after case closure.
3.16. ActiveCampaign
• Feature/Setting: Automations “Send Email” — Send post-session survey as campaign.
3.17. WhatsApp Business API
• Feature/Setting: Messages “Template Send” — Automated message with survey link post-session.
3.18. Airtable
• Feature/Setting: Automations “Send Email” — Survey sent based on record update (e.g., appointment done).
3.19. Google Sheets
• Feature/Setting: App Script “Trigger/Send Mail” — Automated survey delivery based on data entry.
3.20. Calendly
• Feature/Setting: Workflows “Post-Event Email” — Send survey automatically after appointment.
3.21. monday.com
• Feature/Setting: Automations “When Status Changes” — Set survey trigger when session status is ‘complete’.
3.22. Pipedrive
• Feature/Setting: Workflow Automation “Send Email” — Distribute satisfaction survey on deal (session) completion.

Benefits

4.1. Improves feedback rates via timely, personalized outreach.
4.2. Enables continuous service improvement and client engagement tracking.
4.3. Reduces administrative workload and manual survey distribution.
4.4. Streamlines compliance and reporting on client satisfaction.
4.5. Supports enhanced decision making with real-time feedback analytics.