Satisfaction survey dispatch upon job completion

Purpose

1.1. Automatically send post-repair satisfaction surveys to customers after each job, allowing the business to gather feedback, identify service gaps, improve customer retention, enhance service quality, and generate testimonials for marketing.
1.2. Ensures every customer receives a personalized, timely request for feedback without manual staff involvement, improving data collection and customer engagement.
1.3. Reduces human error, ensures compliance with follow-up protocols, and enables actionable insights for performance reviews, service improvement, and upselling opportunities.

Trigger Conditions

2.1. Job marked “Complete” in job management or CRM system.
2.2. Technician submits visit-completion form or updates service order status.
2.3. Invoice is sent, or payment is confirmed by customer.
2.4. Set time delay (e.g., 30 minutes–2 hours post-status update) to ensure survey is sent after customer interaction.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio Programmable Messaging API. Configure SMS message content, set recipient phone from CRM data, integrate trigger webhook/post-job event.
3.2. SendGrid
• Feature/Setting: Use Send Single Email API. Set dynamic templates for survey dispatch, recipient from completed job record, trigger on job completion.
3.3. Mailchimp
• Feature/Setting: Integrate with API or transaction emails. Use “Automation” → “Customer Journeys” triggered by job completion event.
3.4. Zoho CRM
• Feature/Setting: Workflow Rule for completed jobs, trigger “Send Email” or invoke webhook to survey platform (e.g., Zoho Survey).
3.5. HubSpot
• Feature/Setting: Use Workflow Automation, event: Service Ticket status “Completed,” action: “Send Survey Email” via HubSpot Survey or custom link.
3.6. Google Forms + Apps Script
• Feature/Setting: Google Apps Script watches spreadsheet of job completions, triggers Gmail API to send personalized survey link email.
3.7. SurveyMonkey
• Feature/Setting: Integrate with Webhooks or the SurveyMonkey API to send survey invites when a job status update webhook is received.
3.8. Microsoft Power Automate
• Feature/Setting: Power Automate trigger: CRM job complete; actions: Draft & send Outlook email or Teams message with survey link.
3.9. Slack
• Feature/Setting: Slack Incoming Webhook triggers a direct customer channel or sends a survey link as DM via Slackbot API (for business customers).
3.10. Salesforce
• Feature/Setting: Process Builder triggers email or SMS (via Twilio/Messaging Integration) with survey link when Work Order status = “Closed.”
3.11. Freshdesk
• Feature/Setting: Automation rules → “Send satisfaction survey” action post-ticket resolution, auto-generated unique ticket survey links.
3.12. Zendesk
• Feature/Setting: Trigger workflow on Ticket Solved, send “CSAT Survey” via native Zendesk feature or external survey link.
3.13. ActiveCampaign
• Feature/Setting: Automations → “When contact completes a task” trigger → “Send email” step with survey link merge fields.
3.14. Intercom
• Feature/Setting: Series Automation, trigger when support conversation ends job, “Send Custom Bot” or email with embedded survey.
3.15. SMSBump
• Feature/Setting: Shopify/CRM integration, trigger SMS campaign sending survey URL upon job completion.
3.16. Typeform
• Feature/Setting: Use Typeform Webhooks to trigger survey invite email or SMS after completion event from CRM.
3.17. Pipedrive
• Feature/Setting: Workflow Automation, condition: Deal moved to “Won” (job completed) → Send survey via connected email provider.
3.18. Constant Contact
• Feature/Setting: Automated Email Series, trigger list update post-job, send satisfaction survey template.
3.19. Monday.com
• Feature/Setting: Automation, “When status changes to Done” → Send email/SMS with survey link via integrated email/SMS connector.
3.20. WhatsApp Business API
• Feature/Setting: Use WhatsApp API “Send Message” endpoint, triggered by event webhook from job management platform, deliver survey template to customer.

Benefits

4.1. Increases survey response rates due to immediacy and personalization.
4.2. Eliminates manual follow-up workload, reduces operational overhead.
4.3. Enables rapid identification and correction of service issues.
4.4. Aggregates feedback systematically for reporting and KPIs.
4.5. Enhances customer retention and repeat business through proactive communication.
4.6. Offers scalable solution suitable for businesses of any size.
4.7. Supports multi-channel outreach: SMS, email, chat, and integrated platforms.
4.8. Empowers teams to monitor satisfaction trends and make data-driven improvements.