Customer satisfaction survey automation

Purpose

1.1. Automate the collection of customer satisfaction feedback after bartending events.
1.2. Automates deploying surveys via SMS, email, or web links directly to event attendees, streamlining post-event engagement.
1.3. Enables automated aggregation and analysis of feedback to discover areas for service improvement, reputation management, and testimonial gathering.
1.4. Drives the automation of follow-up actions based on survey results, like thank-you emails or NPS score calculation.

Trigger Conditions

2.1. Event marked completed in event management or POS system.
2.2. Customer invoice paid, automating survey dispatch post-transaction.
2.3. Time-based trigger automates survey delivery 24–72 hours after event.
2.4. API call from CRM upon profile update or status change (e.g. Deal Won/Closed).
2.5. Manual trigger by account manager for priority clients.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS survey; Function: POST to /Messages endpoint with survey body and recipient info.
3.2. SendGrid
• Feature/Setting: Automated feedback emails; Function: Create and send dynamic template via /mail/send API.
3.3. Typeform
• Feature/Setting: Survey auto-generation; Function: Create form and trigger share via Workspace API.
3.4. Google Forms
• Feature/Setting: Automated pre-filled forms; Function: Script URL auto-generation based on event.
3.5. SurveyMonkey
• Feature/Setting: Automated collector links; Function: Use Create Link API to distribute custom links.
3.6. Salesforce
• Feature/Setting: Automated workflow for post-event survey email; Function: Process Builder + Email Alerts.
3.7. HubSpot
• Feature/Setting: Workflows trigger survey sequence; Function: Workflow automation with SurveyMonkey or email survey integration.
3.8. Mailchimp
• Feature/Setting: Campaign automation; Function: Automated email with survey link based on event tag.
3.9. Airtable
• Feature/Setting: Scripted customer list to trigger survey; Function: Airtable Automations with Webhook to survey platform.
3.10. Zapier
• Feature/Setting: Multi-app automation; Function: Trigger on new event record, sending survey via connected services.
3.11. Microsoft Power Automate
• Feature/Setting: Event-driven workflows; Function: Template for triggering Forms survey from SharePoint event.
3.12. Slack
• Feature/Setting: Automated post-event survey DM; Function: Incoming Webhook with survey URL payload.
3.13. WhatsApp Business API
• Feature/Setting: Automated survey message; Function: Send message template with feedback link post-event.
3.14. Zoho CRM
• Feature/Setting: Automated workflow; Function: Workflow rule triggers post-event email with embedded survey.
3.15. G Suite (Google Sheets, Gmail)
• Feature/Setting: Script automates personalized survey emails via Apps Script upon new sheet entry.
3.16. Intercom
• Feature/Setting: Automated chat survey; Function: Create automated message after tagged interactions.
3.17. Pipedrive
• Feature/Setting: Deal-based survey trigger; Function: Workflow automates email based on stage change.
3.18. Qualtrics
• Feature/Setting: Email Trigger Automation; Function: Qualtrics Distribute Survey API for automated send.
3.19. ActiveCampaign
• Feature/Setting: Customer engagement automator; Function: Automated email containing survey after tag “Event completed”.
3.20. Customer.io
• Feature/Setting: Segmented broadcast automation; Function: API-triggered campaign with embedded survey.

Benefits

4.1. Automates feedback collection, reducing manual admin by event staff.
4.2. Enables real-time, scheduled, or event-based survey automation for bartending service clients.
4.3. Faster insights—automatedly compiles, analyzes, and reports satisfaction trends.
4.4. Automates follow-ups, testimonials gathering, and service recovery, boosting customer loyalty.
4.5. Scalable—automation works with high client volumes, seasonal peaks, and large event rosters.
4.6. Unlocks time savings and a seamless feedback loop, improving professional service quality through automation.