Purpose
1.2. Automate survey distribution post-visit, after classes, or after special events to maximize engagement.
1.3. Automate follow-up messages and reminders for uncompleted surveys.
1.4. Automate aggregation and scoring for rapid insight, with automated alerting on negative/positive trends.
1.5. Automate reporting to management for continuous improvement and quality assurance.
Trigger Conditions
2.2. Automated schedule e.g., after a swimming lesson or event conclusion.
2.3. Trigger upon marking a visit as “attended” in CRM or POS.
2.4. Automated trigger based on customer segmentation or activity frequency.
2.5. Automate survey sending after customer milestone dates (90 days, 6 months, etc.).
Platform Variants
• Feature/Setting: Automate SMS survey invitations; configure with automated outbound SMS API endpoint using personalized merge fields.
3.2. SendGrid
• Feature/Setting: Automate survey distribution via email; set up automated transactional email API using customer data triggers.
3.3. SurveyMonkey
• Feature/Setting: Use automated webhook integration to launch surveys and capture responses in real time.
3.4. Google Forms
• Feature/Setting: Automate Google Forms creation and pre-fill using API, then automate link sharing via email or SMS.
3.5. Microsoft Forms
• Feature/Setting: Automate survey invites through Office 365 connector, with scheduling APIs and response collection.
3.6. Qualtrics
• Feature/Setting: Automate distribution automation rules and API integration for survey launching and data sync.
3.7. Typeform
• Feature/Setting: Automate personalized URL generation; set up automated response push via Webhook API.
3.8. Mailchimp
• Feature/Setting: Automate survey campaigns using automation journeys and API triggers.
3.9. HubSpot
• Feature/Setting: Automate post-activity emails with survey links in workflows, leveraging workflow automations and CRM integration.
3.10. Salesforce
• Feature/Setting: Automate survey flows using Salesforce Process Builder and Survey API to enroll customers upon defined triggers.
3.11. Zendesk
• Feature/Setting: Automate survey requests after a ticket closes, using automated customer satisfaction integrations.
3.12. Intercom
• Feature/Setting: Automate in-app or email surveys via automated campaigns after user activity milestones.
3.13. ActiveCampaign
• Feature/Setting: Automate survey sequencing in multi-step automations; configure with automated webhook actions.
3.14. Airtable
• Feature/Setting: Automate collection and aggregation of survey results, automate survey dispatch using Scripting/API.
3.15. Slack
• Feature/Setting: Automate NPS bot socket integration to post surveys in relevant channels or DMs after attendance events.
3.16. Facebook Messenger
• Feature/Setting: Automate bot-based survey sending post event with Messenger Send API.
3.17. WhatsApp Business
• Feature/Setting: Automate survey invitations via WhatsApp Business API using session or template messages.
3.18. Zoho Survey
• Feature/Setting: Automate scheduled survey sends via Zoho CRM integration and webhook triggers.
3.19. Google Sheets
• Feature/Setting: Automate storing and analyzing survey responses using Sheets API with trigger-based data population.
3.20. Power Automate
• Feature/Setting: Automate cross-platform survey workflows, triggering email/SMS/blog/notification flows based on various conditions.
3.21. Freshdesk
• Feature/Setting: Automate NPS surveys following ticket resolution using built-in automations or custom outbound API.
Benefits
4.2. Automates timely delivery and reminders, boosting survey completion rates automatedly.
4.3. Automated reporting and trend tracking ensures management is always updated.
4.4. Automates identification of promoters/detractors for targeted engagement or follow-up.
4.5. Automating all steps ensures increased satisfaction insight, efficient benchmarking, and swift action on issues for aquatic centre excellence.