Automated survey distribution for member satisfaction

Purpose

1.1. Automate the distribution of satisfaction surveys to members of the ashram community, ensuring timely feedback collection post-events, membership milestones, or at regular intervals.
1.2. Enable automated tracking of survey responses for ongoing community improvement within the religious/spiritual retreat environment.
1.3. Eliminate manual coordination, automate reminders, and automate report generation for survey outcomes.
1.4. Integrate multiple communication channels to maximize response rates using automated platform selection.
1.5. Enable automated segmentation of recipients based on activity, event attendance, or membership data.

Trigger Conditions

2.1. Automatedly initiated by event completion (e.g., retreats, meditation sessions).
2.2. Automation set when a new community member joins or after preset membership durations.
2.3. Automate survey after receiving specific feedback or upon reaching member milestones.
2.4. Scheduled automated surveys at weekly/monthly/quarterly intervals.
2.5. Manual trigger available for ad hoc automated survey pushes via dashboard.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use `Messages API` to automate sending SMS-based survey links to member mobile numbers.
• Sample: Configure automated triggers for event completion to auto-send personalized survey messages.

3.2. SendGrid
• Feature/Setting: `Transactional Email API` for automating survey emails with response tracking.
• Sample: Automate dynamic template selection based on event type for survey dispatch.

3.3. Mailchimp
• Feature/Setting: Use `Campaign Automation` to schedule and automate batch email surveys to segmented community lists.
• Sample: Trigger automation on tag update (e.g., “event attended”).

3.4. SurveyMonkey
• Feature/Setting: `Webhooks & Survey Distribution API` to automate survey creation, send-outs, and collect response data.
• Sample: Configure automator to send unique survey links post-registration.

3.5. Google Forms
• Feature/Setting: Automatically generate and share forms via Google Workspace API.
• Sample: Automate notification of completion with response summaries.

3.6. Typeform
• Feature/Setting: `Create Form and Distribute API` automates curated survey sharing based on event type.
• Sample: Automate SMS/email/WhatsApp sharing through integration triggers.

3.7. HubSpot
• Feature/Setting: `Workflows` to automate email survey requests tied to CRM member events.
• Sample: Trigger automation when a membership stage is updated.

3.8. ActiveCampaign
• Feature/Setting: `Automations` for behavior-based survey sequences sent via email or SMS.
• Sample: Automate based on last engagement or custom field value.

3.9. Zendesk
• Feature/Setting: Automate `CSAT Survey Triggers` for satisfaction surveys post-support interactions.
• Sample: Configure triggers after support ticket closure.

3.10. Microsoft Power Automate
• Feature/Setting: Automate email/SMS surveys using prebuilt “Send Email” or “HTTP request” actions.
• Sample: Set automated flows from SharePoint list updates.

3.11. Airtable
• Feature/Setting: Automate form/survey link outputs via `Automations`.
• Sample: Automatedly send survey links to new Airtable entries.

3.12. Slack
• Feature/Setting: Automate surveys in Slack channels through `Apps & Workflow Builder`.
• Sample: Send automated surveys to group channels after events.

3.13. WhatsApp Business API
• Feature/Setting: Automate direct survey message sends via approved WhatsApp templates.
• Sample: Trigger survey automation after predefined interactions.

3.14. Salesforce
• Feature/Setting: `Process Builder/Flows` to automate outbound survey campaigns to contacts.
• Sample: Automate survey after case closure or event registration.

3.15. Intercom
• Feature/Setting: Automate in-app survey triggers using `Outbound Messages API`.
• Sample: Automate survey delivery based on member activity.

3.16. Zoho CRM
• Feature/Setting: Automate workflows to push survey links using `Custom Functions` and `Email Templates`.
• Sample: Trigger automated surveys post-record update.

3.17. Facebook Messenger API
• Feature/Setting: Automate survey asks via bot using `Send API`.
• Sample: Automate delivery when a conversation thread closes.

3.18. Pabbly Connect
• Feature/Setting: Automate cross-platform survey distribution with event-based and scheduled automation scenarios.
• Sample: Survey triggers via webhook after event signup.

3.19. Webex Teams
• Feature/Setting: Automate survey message posts in group spaces using `Messages API`.
• Sample: Automatedly post satisfaction polls after virtual events.

3.20. Freshdesk
• Feature/Setting: Automate satisfaction survey asks upon ticket resolution using `Automation Rules`.
• Sample: Configure rules for automated survey dispatch.

3.21. Constant Contact
• Feature/Setting: Automate email survey campaigns via “Autoresponder” tool.
• Sample: Automatedly send feedback requests after event invitations.

3.22. OneSignal
• Feature/Setting: Automate push notification surveys for mobile users using `Send Notification API`.
• Sample: Automated survey notifications post-event app check-in.

Benefits

4.1. Automates feedback cycle for continuous community improvement.
4.2. Maximizes member engagement with automated multi-channel reminders.
4.3. Reduces administrative burden by automating entire survey lifecycle.
4.4. Centralizes feedback for trends discovery using automation of data collection.
4.5. Improves response rates by automating timing and channel preference.
4.6. Enables scalable, repeatable automated outreach for any event or milestone.
4.7. Unlocks actionable insights with auto-aggregated reports.