Customer satisfaction survey distribution

Purpose

 1.1. Enable automated, targeted distribution of satisfaction surveys to anodizing service customers post-project, ensuring rapid feedback collection.
 1.2. Collect actionable insights to improve surface treatment processes, client communication, and corporate responsiveness.
 1.3. Increase response rates by integrating distribution into existing communication channels, tailored for B2B and B2C anodizing clients.
 1.4. Centralize feedback data for analytics, quality assurance, and compliance with ISO or customer-specific standards.

Trigger Conditions

 2.1. Completion of an anodizing service order marked as ‘fulfilled’ in the ERP/CRM.
 2.2. Customer invoice closed or payment confirmed.
 2.3. Manual initiation by account manager for high-value orders.
 2.4. Scheduled time interval post-delivery (e.g. 3 days after delivery confirmation).
 2.5. Specific milestone reached in production or project-management tool.

Platform variants

 3.1. Twilio SMS
  • Feature/Setting: SMS API; configure to auto-send survey link when project moves to 'completed' in CRM.
  • Sample: POST /Messages with dynamic customer phone and survey URL.

 3.2. SendGrid
  • Feature/Setting: Transactional Email API; automated email delivery using dynamic template for survey calls-to-action.
  • Sample: API call with “to”, “from”, and dynamic survey link.

 3.3. Mailchimp
  • Feature/Setting: Campaign Trigger; use API to auto-send tailored survey after a workflow tag is applied.
  • Sample: POST /automations with customer segment ID.

 3.4. Zoho CRM
  • Feature/Setting: Workflow Rules/Function; integrates survey email on deal stage change.
  • Sample: Deluge script in workflow to send survey.

 3.5. HubSpot
  • Feature/Setting: Workflow Automation; trigger “Send Survey” email on ‘Deal Closed’ stage.
  • Sample: API event or workflow action.

 3.6. Salesforce
  • Feature/Setting: Process Builder/Flow; triggers email API or external SMS API using Apex when Opportunity closes.
  • Sample: Apex code with HTTP callout.

 3.7. SurveyMonkey
  • Feature/Setting: Webhook/Email Collector API; sends unique survey link via specified channel.
  • Sample: POST /collectors/{id}/emails.

 3.8. Google Forms
  • Feature/Setting: Form distribution URL; automated email through Gmail API on CRM trigger.
  • Sample: Apps Script to send form link.

 3.9. Microsoft Power Automate
  • Feature/Setting: Automated Flow; connects ERP completion event to Teams/email survey.
  • Sample: Trigger “When record updated”, action “Send email”.

 3.10. Typeform
  • Feature/Setting: Form API/Webhook; email/SMS survey upon receiving webhook from ERP status change.
  • Sample: POST to /responses/shared.

 3.11. ActiveCampaign
  • Feature/Setting: Automation workflow; survey sent via email on contact update.
  • Sample: Automation trigger “Tag added”.

 3.12. Slack
  • Feature/Setting: Workflow Builder; DM survey to internal users or B2B partners after project update.
  • Sample: Workflow “Send Message” on custom trigger.

 3.13. WhatsApp Business API
  • Feature/Setting: Message template; survey link sent via approved template after job completion.
  • Sample: POST /messages with template and link.

 3.14. Pipedrive
  • Feature/Setting: Activity Automation; API to mail survey when deal marked as won.
  • Sample: POST /activities.

 3.15. Intercom
  • Feature/Setting: Post-event message automation; send in-app/chat-based survey after support ticket closes.
  • Sample: Automation “Send Message” on event trigger.

 3.16. Zendesk
  • Feature/Setting: Triggered Target; email customer a survey on ticket solved.
  • Sample: HTTP target on trigger.

 3.17. Freshdesk
  • Feature/Setting: Automation rule; email survey when ticket status is resolved.
  • Sample: Rule “Send Survey Email”.

 3.18. Monday.com
  • Feature/Setting: Automation recipe; send notification with survey when item status = done.
  • Sample: “When status changes to Done, notify ...”.

 3.19. BambooHR
  • Feature/Setting: Workflow; email survey to internal stakeholders on client project closure.
  • Sample: Custom workflow “Send Email”.

 3.20. Klaviyo
  • Feature/Setting: Flows; send survey based on customer segment activity.
  • Sample: “Flow trigger: Placed Order”.

 3.21. Outlook/Office 365
  • Feature/Setting: Power Automate; auto survey email post-contact update in Excel/CRM.
  • Sample: “Send Email” after row change.

Benefits

 4.1. Consistently collects customer feedback without manual intervention.
 4.2. Accelerates resolution of issues by early detection of dissatisfaction.
 4.3. Enhances corporate quality control and continuous improvement.
 4.4. Boosts customer loyalty by demonstrating a commitment to satisfaction.
 4.5. Frees staff from repetitive survey tasks, increasing productivity.