Automated feedback and survey requests post-service delivery

Purpose

1.1. To automatically send feedback and survey requests to clients after agistment service completion, ensuring prompt client responses, enabling service quality tracking, fostering continuous improvement, and maximizing client satisfaction data collection.
1.2. Ensures consistent outreach without manual intervention, targeting both email and SMS channels, storing responses efficiently, and integrating feedback into business analytics and CRM systems.
1.3. Supports compliance with customer communication best practices and maintains client engagement post-service.

Trigger Conditions

2.1. Completion of animal grazing lease or agistment service event logged in system.
2.2. Receipt of backend event such as invoice paid, job marked as complete, or animal pickup.
2.3. Elapsed scheduled duration after contract end (e.g., 24–48 hours).
2.4. API webhook indicating service fulfillment from field management or CRM application.
2.5. Scheduled batch survey process triggered at regular intervals for all recent service completions.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure POST /Messages endpoint with client number, message template “How was your grazing lease experience? Please reply with feedback.”

3.2. SendGrid
• Feature/Setting: Mail Send API v3 — Use dynamic email templates, trigger via POST /mail/send with client email, feedback link included.

3.3. Mailgun
• Feature/Setting: Messages API — POST /messages with post-service survey template, log delivery via webhook.

3.4. Outlook 365
• Feature/Setting: Outlook.Mail.Send — Automated email with survey link, set condition on service completion in Office365 Flow.

3.5. Gmail API
• Feature/Setting: users.messages.send — Dispatch survey/form emails when agistment job status turns completed.

3.6. Slack
• Feature/Setting: chat.postMessage — Notify internal team channel of survey send, optionally DM client if Slack Connect enabled.

3.7. Microsoft Teams
• Feature/Setting: create and send message via Graph API to client or agribusiness group after service status “complete.”

3.8. WhatsApp Business Cloud API
• Feature/Setting: POST /messages — Send templated survey prompts to client WhatsApp after agistment ends.

3.9. SurveyMonkey
• Feature/Setting: Webhooks API — Generate feedback survey, send personalized links dynamically via API call.

3.10. Google Forms
• Feature/Setting: Auto-generate form link, send via Gmail/Slack, capture responses, use Google Apps Script for automation.

3.11. Zoho CRM
• Feature/Setting: Workflow rule — On lease end, trigger send survey email using Zoho Survey integration.

3.12. HubSpot
• Feature/Setting: Workflow automation — Enroll contacts based on “Agistment completed” property, send survey sequence.

3.13. Salesforce
• Feature/Setting: Process Builder — Detect closed lease opportunity, trigger Survey Invitation (Salesforce Surveys).

3.14. ActiveCampaign
• Feature/Setting: Automation workflow — Trigger feedback email based on custom field “Lease completed,” personalize content.

3.15. Mailchimp
• Feature/Setting: Customer Journey builder — Post-service tag triggers feedback/survey campaign with follow-up.

3.16. Jotform
• Feature/Setting: API or email notification — Create custom post-service feedback forms, auto-send via webhook.

3.17. Typeform
• Feature/Setting: Embed dynamic survey link in notification email, use Typeform APIs to log completion and integrate with CRM.

3.18. Zendesk
• Feature/Setting: Trigger — Send satisfaction survey via ticket automation after agistment case is closed.

3.19. Freshdesk
• Feature/Setting: Scenario Automation — Dispatch survey upon ticket status “closed” for grazing lease.

3.20. Pabbly Connect
• Feature/Setting: Automation — On lease/event completion, configure email/SMS to client using multiple service connectors.

3.21. Intercom
• Feature/Setting: Post-event message — Automated chat/email to clients asking for experience rating post service.

3.22. ClickSend
• Feature/Setting: SMS API — POST /send-sms to deliver feedback prompt to end clients on service closure.

3.23. MessageBird
• Feature/Setting: Conversations API — Send SMS/WhatsApp/viber with survey link upon completion event.

3.24. Airtable
• Feature/Setting: Automations — Record completion triggers survey email via third-party service or built-in script.

Benefits

4.1. Streamlines client communication and feedback capture post-agistment.
4.2. Reduces manual follow-up and human error risk in the feedback process.
4.3. Facilitates rapid collection and analysis of customer satisfaction data.
4.4. Enhances service improvement initiatives with comprehensive, structured client insights.
4.5. Demonstrates professionalism and responsiveness, boosting client trust and loyalty.