Communication & Member EngagementPurpose
1.2. Automatedly capture actionable event feedback to enhance future planning, community engagement, and alignment with mission goals.
1.3. Automate the distribution, follow-up, and aggregation of feedback surveys to maximize participation and minimize manual overhead.
Trigger Conditions
2.2. Automate send when an event in the calendar is marked “complete” or attestation of attendance is recorded.
2.3. Automate survey dispatch when a form or post-event interaction is initiated in CRM systems.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API to automate sending of SMS survey links; configure webhook for automatic data capture.
3.2. SendGrid
• Feature/Setting: SMTP API/email templates for automated survey email delivery; configure Event Webhook for post-delivery handling.
3.3. Mailchimp
• Feature/Setting: Automate survey campaigns with Customer Journeys and API-based trigger for segmentation.
3.4. Google Forms
• Feature/Setting: Automate form links embedding in email; use Apps Script to automate reminders and responses collection.
3.5. Typeform
• Feature/Setting: Webhooks/API for auto-survey link delivery; Response Webhook for instant feedback capture.
3.6. SurveyMonkey
• Feature/Setting: Automated Collector API to send surveys and Tag Responses API for processed data automation.
3.7. Microsoft Power Automate
• Feature/Setting: Flow triggers with Forms submissions completion; automated MS Teams/email follow-ups.
3.8. HubSpot
• Feature/Setting: Automated workflow triggers on event completion in CRM; automate survey link in marketing emails.
3.9. Salesforce
• Feature/Setting: Process Builder to automate survey send after event; automate feedback logging via Survey API.
3.10. Slack
• Feature/Setting: Automate channel messages with survey links using Incoming Webhooks; survey bot integrations.
3.11. WhatsApp Business API
• Feature/Setting: Automated broadcast of survey links/messages to attendee numbers; automated conversational flows for feedback.
3.12. Zapier
• Feature/Setting: Multi-platform automation to trigger survey send upon an event entry; automate data aggregation.
3.13. Constant Contact
• Feature/Setting: Automated email series triggered by event tag; automated contact segmentation by response.
3.14. ActiveCampaign
• Feature/Setting: Event-based automations for survey send; automated responses tagging for follow-up automation.
3.15. Intercom
• Feature/Setting: Automated in-app or email messaging with survey; automating response tagging in user profiles.
3.16. Freshdesk
• Feature/Setting: Automate ticket creation for survey responses needing follow-up; API automates feedback triggers.
3.17. Airtable
• Feature/Setting: Automate survey tracking in database; Automations to send/remind via email integration.
3.18. Eventbrite
• Feature/Setting: Automated email delivery post-event using Event API; automated segmentation by attendance.
3.19. Trello
• Feature/Setting: Automate survey action cards after event lists complete; automate follow-up assignment.
3.20. Pabbly
• Feature/Setting: Automated workflow to send surveys post-event; collect and automate data routing to CRMs.
3.21. SurveySparrow
• Feature/Setting: Automate recurring surveys; API automates feedback pipelines and reminders.
3.22. JotForm
• Feature/Setting: Automate survey send; webhook for automating submission response flows.
Benefits
4.2. Automated data collation enables quicker adjustments and strategic mission decisions.
4.3. Reduces manual outreach, automating reminders and response tracking for maximum engagement.
4.4. Increases member satisfaction by making feedback easy, automated, and timely.
4.5. Supports leadership in automating trend analysis on events, boosting overall mission alignment.