Automated NPS or satisfaction survey after service completion

Purpose

1.1. Automate gathering of customer feedback post-gutter service to measure satisfaction and NPS (Net Promoter Score).
1.2. Automatedly deliver surveys instantly after job completion, increasing response rates and data quality.
1.3. Automating customer experience measurement enables quick response to issues, enhances brand trust, and supports service improvements.
1.4. Automation collects structured data for tracking trends, triggering reviews, or escalation workflows.
1.5. Integrates feedback gathering as seamless, automatable customer communication without manual intervention.

Trigger Conditions

2.1. Service marked as complete in job management system.
2.2. Invoice status updated to "Paid" in accounting software.
2.3. Technician logs job completion in a field app.
2.4. Customer status updated to "served" in CRM.
2.5. Specific tag applied to service ticket indicating job closure.
2.6. Automated time-based delay (e.g., X hours after job completion for follow-up).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API, automate sending SMS with survey link; configure API POST `/Messages` with contact and personalized message body.
3.2. SendGrid
• Feature/Setting: Use Mail Send API, automate transactional email containing embedded survey; configure `mail/send` endpoint with dynamic fields for customer details.
3.3. SurveyMonkey
• Feature/Setting: Automate survey distribution via API using `collectors.create` and `emails.send` for custom invitations post-service.
3.4. Typeform
• Feature/Setting: Webhooks trigger Typeform response request; automate prefilled surveys using hidden fields and API endpoint `/responses`.
3.5. Google Forms
• Feature/Setting: Automate email via Gmail API with prefilled form URL using merge tags for personalization.
3.6. HubSpot
• Feature/Setting: Service Workflows automate survey emails with Service Feedback tools and trigger from completed deals or tickets.
3.7. Zendesk
• Feature/Setting: Automate CSAT surveys using Triggers and HTTP Targets upon ticket status “solved.”
3.8. Salesforce
• Feature/Setting: Automate Surveys via Process Builder and Flow automation; trigger on Opportunity/Case 'Closed' status.
3.9. Microsoft Power Automate
• Feature/Setting: Build automated flows with Forms and Outlook/Teams; trigger from job completion flagged in a SharePoint list or CRM.
3.10. Freshdesk
• Feature/Setting: Automate satisfaction survey with automator in scenarios after ticket resolution.
3.11. Mailchimp
• Feature/Setting: Automate campaign email blast with survey on list segment update using API batch operation.
3.12. ActiveCampaign
• Feature/Setting: Automation builder triggers satisfaction survey email after tag/application updates to “Job Complete.”
3.13. Intercom
• Feature/Setting: Automate messaging workflows to send post-conversation survey via Messenger or email using automated rules.
3.14. Slack
• Feature/Setting: Automate posting survey links in private channels using Incoming Webhooks triggered by service completion event.
3.15. WhatsApp Business API
• Feature/Setting: Automate template message with feedback link using POST `/messages` endpoint with customer phone.
3.16. Mailjet
• Feature/Setting: Use Send API to automate sending personalized survey emails after a service event triggers webhook.
3.17. Pipedrive
• Feature/Setting: Automate workflow to send survey email when deal is marked “Won” or “Completed” with integrated mail or webhook action.
3.18. Zoho CRM
• Feature/Setting: Use Blueprint and Workflow Rules to automate survey email or SMS sending on field status change.
3.19. SurveySparrow
• Feature/Setting: Use API to automate survey delivery via `POST /surveys/:id/send` on relevant trigger event.
3.20. MailerLite
• Feature/Setting: Automate emails with embedded surveys using API when subscriber status or group changes to “completed.”

Benefits

4.1. Automated survey workflows increase feedback volume and timeliness for gutter installation businesses.
4.2. Automating NPS collection supports data-driven improvement and evidence-based quality monitoring.
4.3. Automation reduces manual effort, ensuring customer follow-up is consistent, reliable, and scalable.
4.4. Automating feedback requests boosts customer engagement and satisfaction visibility.
4.5. Multiple software options make the process automatable and flexible for any business tech stack.