Customer satisfaction survey scheduling

Purpose

1.1. Automate customer satisfaction survey scheduling for completed projects, repairs, or services.
1.2. Ensures every customer receives a timely, automated request for feedback.
1.3. Standardizes feedback collection frequency and communication channels.
1.4. Integrates survey tools for analysis and reporting, automating actionable insights.

Trigger Conditions

2.1. Completion of work order, job, or invoice marked as done in management software.
2.2. Post-service status flagged by technician or manager in workflow tool.
2.3. Passage of predetermined time interval (e.g., 24 hours post-completion).
2.4. Customer record updated in database or CRM with service completion status.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sends post-job (API: POST /Messages) with survey link.
3.2. SendGrid
• Feature/Setting: Automates email dispatch (API: POST /mail/send) for survey distribution.
3.3. HubSpot CRM
• Feature/Setting: Triggers workflow automation (Workflows > Enrollment triggers: Deal Stage = Completed).
3.4. Salesforce
• Feature/Setting: Automates post-case closure survey (Process Builder: Action = Email Alert or Survey Invitation).
3.5. Google Forms
• Feature/Setting: Automates email with survey link (API: Google Form Responses, Google Apps Script).
3.6. Typeform
• Feature/Setting: Automate with webhooks (Trigger: Submission, Action: Send follow-up invite).
3.7. SurveyMonkey
• Feature/Setting: Automator triggers survey send (API: POST /collectors/{collector_id}/messages).
3.8. Zoho CRM
• Feature/Setting: Automate workflows (Automation: Workflow > Email Notification on custom event).
3.9. Freshdesk
• Feature/Setting: Automates survey upon ticket resolution (Automation > Ticket Updates > Requester Notification).
3.10. Mailchimp
• Feature/Setting: Automate periodic campaign send (Journey Builder: Trigger event).
3.11. Pipedrive
• Feature/Setting: Workflow automation (Automation: Deal Stage Change triggers email send).
3.12. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow (Trigger: Record status update, Action: Send survey).
3.13. Intercom
• Feature/Setting: Automated message (Campaigns > Post-conversation Survey automation).
3.14. ActiveCampaign
• Feature/Setting: Automate follow-up sequences (Automation: Tag Applied > Send Survey).
3.15. Zendesk
• Feature/Setting: Automate Satisfaction Survey (Triggers > Ticket is Solved > Send Survey).
3.16. Airtable
• Feature/Setting: Automates survey trigger via script (Automations > When record matches conditions).
3.17. Slack
• Feature/Setting: Automate survey notification (Webhook > Trigger message in customer channel).
3.18. Monday.com
• Feature/Setting: Automate post-task completion workflow (Automation > When Status changes to Done > Send email).
3.19. Calendly
• Feature/Setting: Automates post-event message (Workflows > Event Ends > Send follow-up survey).
3.20. Trello
• Feature/Setting: Automate survey send (Power-Up: Card moved to “Completed” list, triggers notification).

Benefits

4.1. Automates routine survey tasks, increasing feedback response rates.
4.2. Provides consistent, scheduled customer communication for insight collection.
4.3. Reduces manual intervention and human error via automation.
4.4. Enables automators to track and report customer satisfaction automatically.
4.5. Ensures standardized timing and messaging, improving professionalism through automation.