Purpose
1 To automatically distribute post-service satisfaction surveys to adult foster care clients, families, or guardians via digital channels, collect responses, and collate data for reporting, compliance, and improvement.
2 Ensures timely feedback on services delivered, prompting actionable insights, performance monitoring, and regulatory documentation.
3 Reduces manual outreach, eliminates data entry errors, and accelerates response cycles in the adult foster care setting.
Trigger Conditions
1 Completion of a service episode or care visit in EHR/CRM.
2 Discharge or transition of a resident to a new care level.
3 Scheduled intervals (e.g., monthly or quarterly satisfaction check-ins).
4 Manual staff initiation upon request from clients or families.
Platform Variants
1 Twilio SMS
• Feature/Setting: Messaging API — Configure outbound SMS templates; define trigger using unique recipient ID and customize sender profile.
2 SendGrid
• Feature/Setting: Email API — Personalized survey invitations sent using dynamic templates; automate recipient list from CRM integration.
3 Mailchimp
• Feature/Setting: Journey automation — Survey campaign triggered by contact tags; schedule follow-up reminders for non-responders.
4 SurveyMonkey
• Feature/Setting: Survey distribution API — Auto-create unique survey links and collate respondent data through API callbacks.
5 Typeform
• Feature/Setting: Connect API — Embeddable web surveys triggered via webhook; fetch submissions in real time for collation.
6 Google Forms
• Feature/Setting: Form response API — Distribute links in bulk through email/SMS; auto-pull spreadsheeted responses for reporting.
7 Microsoft Forms
• Feature/Setting: Automate with Power Automate — Trigger responses capture and notifications post-submission.
8 HubSpot
• Feature/Setting: Workflows — Send survey invitations after a deal/client stage changes; log responses in contact timeline.
9 Salesforce
• Feature/Setting: Process Builder/Flows — Event-based trigger sends email/SMS for satisfaction surveys; logs responses in opportunity records.
10 Zendesk
• Feature/Setting: Triggers & Webhooks — Send survey after support ticket close with unique response codes.
11 Intercom
• Feature/Setting: Messenger campaigns — In-app survey prompt post-service interaction; export results to analytics.
12 Freshdesk
• Feature/Setting: Automations — Customer satisfaction (CSAT) survey automatically sent after ticket resolution.
13 Jotform
• Feature/Setting: API — Distribute forms via personalized emails; retrieve completion data through submissions API.
14 Slack
• Feature/Setting: Workflow builder — Internal surveys to staff channels; aggregate feedback for administrative review.
15 WhatsApp Business API
• Feature/Setting: Automated outbound messages — Push survey links to verified numbers; receive data via webhooks.
16 OneSignal
• Feature/Setting: Push notification API — Survey prompts sent as notifications to app users; capture link click data.
17 Zoho CRM
• Feature/Setting: Workflow rules — Trigger satisfaction survey emails/SMS to contacts after service milestones.
18 ActiveCampaign
• Feature/Setting: Automation sequences — Survey follow-up using trigger conditions based on client activity tags.
19 Constant Contact
• Feature/Setting: Campaign manager — Scheduled satisfaction surveys to segmented lists; track opens and completions.
20 Qualtrics
• Feature/Setting: Distributions API — Send targeted email/SMS survey invites, auto-ingest results for analytics dashboards.
21 Facebook Messenger API
• Feature/Setting: Automated chat surveys post-interaction; response data piped for further collation.
22 Aircall
• Feature/Setting: After-call automations — Trigger SMS or email survey to call recipients after care consultation.
23 Monday.com
• Feature/Setting: Automations — Move items or trigger survey dispatch when a client board status updates.
Benefits
1 Eliminates repetitive staff tasks, allowing focus on care delivery.
2 Ensures timely, consistent outreach to maximize response rates.
3 Delivers real-time, structured feedback for compliance and service optimization.
4 Allows integration of multi-channel experience, respecting preferences of adult foster care populations and families.
5 Strengthens reporting accuracy and audit readiness with auto-collated, traceable survey records.
Communication & Notifications