Communications & Public EngagementPurpose
1.2. Ensure high response rates and accurate data collection for reporting, service improvement, and compliance with transparency initiatives.
1.3. Streamline multi-channel dissemination (email, SMS, voice, web, social media), reminders, and data aggregation for actionable insights.
Trigger Conditions
2.2. Scheduled routine surveys (e.g., quarterly feedback or annual satisfaction assessment).
2.3. Automatic triggers post-transaction in CRM (e.g., when an animal is adopted or an inquiry is closed).
2.4. Receipt of new contact subscriptions via website or event signups.
Platform Variants
• Feature/Setting: Messaging API — Configure programmable SMS endpoint for survey invitations; set dynamic message templates with survey links.
3.2. SendGrid
• Feature/Setting: Mail Send API — Template emails personalized with merge fields, embedded survey links, and automated responses.
3.3. SurveyMonkey
• Feature/Setting: Webhooks & Collectors — Create survey, generate collector links, activate response notification via webhook.
3.4. Google Forms
• Feature/Setting: Forms API — Auto-generate form and auto-send URLs through triggers; retrieve submissions programmatically.
3.5. Typeform
• Feature/Setting: Typeform Responses API — Send survey links, gather and parse responses for storage or analysis.
3.6. Salesforce
• Feature/Setting: Email Alert & Outbound Message — Initiate survey invites after record updates; collect results in custom objects.
3.7. Mailchimp
• Feature/Setting: Campaign API — Send batch survey invites using segments, set up automated reminder workflows.
3.8. WhatsApp Business API
• Feature/Setting: Message Templates — Send survey invitation as interactive message, handle replies for link issuance.
3.9. Facebook Messenger
• Feature/Setting: Messenger Send API — Dispatch surveys as quick replies or web-view invitations; capture survey interactions.
3.10. HubSpot
• Feature/Setting: Workflow Automation — Trigger email or SMS survey sends post-CRM activity; store feedback directly in contact records.
3.11. Microsoft Teams
• Feature/Setting: Connector Bot — Post-form cards in channels, collect responses into database or CRM via webhook.
3.12. Slack
• Feature/Setting: Workflow Builder — Auto-message users or channels with surveys on event triggers or schedules.
3.13. Zoho CRM
• Feature/Setting: Blueprint Automation — Initiate survey invitations on customer journey checkpoints; store survey data in custom fields.
3.14. Constant Contact
• Feature/Setting: Email Automation Series — Pre-set campaigns for timed survey distribution and follow-ups.
3.15. Airtable
• Feature/Setting: Webhooks & Automations — Create and distribute surveys, capture and route responses for workflow actions.
3.16. Jotform
• Feature/Setting: API integration — Distribute dynamic forms via email/SMS; fetch filled surveys instantly.
3.17. Zendesk
• Feature/Setting: Triggers & Automations — Send surveys upon ticket closure or status change; archive responses.
3.18. Intercom
• Feature/Setting: Message Automation — Auto-send survey after conversation end; collect direct feedback into platform.
3.19. ActiveCampaign
• Feature/Setting: Automation Builder — Chain survey send, follow-up, and auto-tagging based on completion.
3.20. Pabbly Connect
• Feature/Setting: Workflow Trigger & Action — Use survey platform module to trigger mass sends and process inbound responses.
Benefits
4.2. Enables real-time data aggregation for swift operational improvements.
4.3. Increases accessibility through multi-channel outreach and reminders.
4.4. Enhances transparency and stakeholder trust with structured, measurable input loops.
4.5. Integrates survey responses directly into reporting tools, saving resources and ensuring compliance.