Automated service satisfaction surveys post-job

Purpose

1. Automate the collection of service satisfaction feedback immediately after a blast cleaning job is completed, increasing response rates and actionable insights.

2. Streamline customer communication to ensure consistent feedback loops, fueling service improvement through automation.

3. Automate delivery of personalized surveys based on job completion events, minimizing manual follow-up and enabling timely, automated review capture.

Trigger Conditions

1. Automated trigger when a blast cleaning job is marked as complete within the job management system.

2. Automate survey dispatch based on predefined status updates (e.g., “Job Complete” event, technician log-off, or invoice closure).

3. Scheduler-based automation for sending reminders if feedback is not received within a given timeframe post-job.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Twilio Programmable SMS API to automate sending custom text survey links post-job.
  
• Sample: Configure “SendMessage” endpoint with customer’s mobile and survey link from centralized CRM.
  

2. SendGrid

• Feature/Setting: Automate survey dispatch via SendGrid Marketing Campaigns API.
  
• Sample: Use “Mail Send” API with dynamic email templates pulling customer/job details.
  

3. Mailchimp

• Feature/Setting: Automated email journey using Customer Journey Builder and API trigger.
  
• Sample: Setup Entry Point “Custom API Event” for post-job completed with automated survey sequence.
  

4. HubSpot

• Feature/Setting: Workflow automation with “Send survey” trigger.
  
• Sample: Use Workflows tool triggered by Service Ticket status.
  

5. Salesforce

• Feature/Setting: Automate outbound email/SMS with Process Builder and Survey Invitation API.
  
• Sample: Configure auto-launch when Service Case is closed in Salesforce.
  

6. Microsoft Power Automate

• Feature/Setting: Flow automation to send survey with Forms Pro when job status updated.
  
• Sample: Use “When record updated” trigger in Dynamics 365.
  

7. Google Forms + Apps Script

• Feature/Setting: Automate survey link creation and Gmail API dispatch via Apps Script.
  
• Sample: Script triggers on Sheets “job complete” row update.
  

8. Zoho CRM

• Feature/Setting: Workflow automation to send survey email/SMS using Zoho Survey API.
  
• Sample: “Workflow Rules” trigger on job closure.
  

9. SurveyMonkey

• Feature/Setting: Automated collector via SurveyMonkey API for survey invitations.
  
• Sample: “Create Collector” and “Send Invitation” endpoints after job event.
  

10. Slack

• Feature/Setting: Slack bot automation to DM or channel post survey link using chat.postMessage API.
  
• Sample: Triggered by blast cleaning job webhook.
  

11. Zendesk

• Feature/Setting: Automate survey upon ticket resolution with Zendesk Triggers.
  
• Sample: “HTTP Target” sends to survey on “Ticket solved”.
  

12. Intercom

• Feature/Setting: Automated message on “Conversation Closed” event.
  
• Sample: Use API or Workflow Bot for survey invite.
  

13. Freshdesk

• Feature/Setting: Automate “Dispatch Email” after ticket status change using Observer Rules.
  
• Sample: Set Observer for “Job Complete” status.
  

14. ActiveCampaign

• Feature/Setting: Automate post-job survey email via Automation builder triggered by tag/application.
  
• Sample: Tag customer on job completion to start survey flow.
  

15. Typeform

• Feature/Setting: Automated email with Typeform’s “Hidden Fields” and Webhooks.
  
• Sample: Webhook on job completion triggers email with custom survey link.
  

16. Whatsapp Business API

• Feature/Setting: Send automated post-job WhatsApp message with feedback link.
  
• Sample: Use “messages” endpoint after job completion webhook event.
  

17. Pipedrive

• Feature/Setting: Automate survey invite on deal status change with Workflow Automation.
  
• Sample: Job completed → workflow sends email/SMS.
  

18. Monday.com

• Feature/Setting: Automator on status change triggers “Send Email” or integration with survey app.
  
• Sample: “When status changes to Done, send email”.
  

19. Airtable

• Feature/Setting: Airtable Automations on job record change, triggers Gmail/SendGrid API email.
  
• Sample: “When record updated, send survey email”.
  

20. MessageBird

• Feature/Setting: Automate multi-channel (SMS, WhatsApp) survey send using MessageBird’s Conversations API.
  
• Sample: “Start Conversation” endpoint after cleaning job event.
  

Benefits

1. Automating survey delivery significantly increases feedback collection consistency and speed.

2. Automation reduces manual effort by eliminating repetitive outreach tasks post-job.

3. Automated triggers ensure surveys are sent at the optimal time for genuine customer responses.

4. Automation allows rapid identification of customer issues, facilitating prompt resolution.

5. The automatable approach enables scaling feedback operations as business volume grows.

6. Automating multi-channel survey distribution maximizes reach and response rates.

7. Data pipelines are automatedly set up for seamless integration of feedback into analytics/reporting tools.