Satisfaction survey dispatch and collection

Purpose

1.1. Automate satisfaction survey dispatch and collection to systematically obtain post-purchase or post-service feedback from customers of ladder wholesale suppliers.
1.2. Automating feedback acquisition enables data-driven improvements, meets compliance, and drives repeat business by understanding and addressing client satisfaction levels.
1.3. Automation eliminates manual survey distribution, accelerates response collection, and reduces administrative burden for customer support teams.
1.4. Automated workflows collect satisfaction data at defined customer journey points (post-purchase, support closure, delivery), log results into CRM, and route negative feedback for escalation.

Trigger Conditions

2.1. Automatedly trigger survey upon order shipment or delivery confirmation, as recorded in the ERP system.
2.2. Automation upon support ticket resolution or after phone/email customer service interactions.
2.3. Periodic automated triggers based on last purchase date or regular customer check-ins.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS using Twilio Programmable Messaging API; configure POST to /v1/Messages with survey link and dynamic customer data.
3.2. SendGrid
• Feature/Setting: Automate transactional email survey via SendGrid Mail Send API; JSON POST with merge tags for personalization.
3.3. SurveyMonkey
• Feature/Setting: Automate survey creation/invitation using SurveyMonkey API /surveys/{id}/collectors; webhook for real-time response data.
3.4. Google Forms
• Feature/Setting: Automate link generation; use Google Apps Script to trigger email/SMS dispatch automatically when conditions met.
3.5. Typeform
• Feature/Setting: Automate respondent invitations via Typeform Responses API; webhook triggers on new submissions for automated collection.
3.6. Mailchimp
• Feature/Setting: Automate email campaign using Mailchimp Transactional API; batch send emails with survey links and automated tracking.
3.7. Zendesk
• Feature/Setting: Automate post-ticket survey via Triggers; use API v2/tickets/{id}/satisfaction_rating.
3.8. HubSpot
• Feature/Setting: Automate survey emails via HubSpot Workflows and Forms API; automate response logging to CRM.
3.9. Salesforce
• Feature/Setting: Automate feedback requests using Salesforce Process Builder/Flows; send surveys via Salesforce Survey or connected API.
3.10. Outlook 365
• Feature/Setting: Automate email surveys using Microsoft Power Automate; trigger on sent/closed communications.
3.11. Slack
• Feature/Setting: Automate direct surveys via Slack API chat.postMessage; configure automated response capture.
3.12. WhatsApp Business API
• Feature/Setting: Automate survey invitations/messages; configure Templates with survey URL.
3.13. Pipedrive
• Feature/Setting: Automate survey dispatch on deal stage change using Pipedrive Webhooks; trigger email or SMS automation.
3.14. Shopify
• Feature/Setting: Automate post-purchase surveys using Shopify Flow and third-party survey APIs.
3.15. Zoho CRM
• Feature/Setting: Automate survey invitations using Zoho CRM Workflows and Zoho Survey integration; conditionally trigger.
3.16. ActiveCampaign
• Feature/Setting: Automate targeted feedback email campaigns using Automations and API /api/3/contacts.
3.17. Freshdesk
• Feature/Setting: Automate satisfaction rating request via Freshdesk Automations and API on ticket closure.
3.18. Telegram
• Feature/Setting: Automate survey links/messages using Telegram Bot API sendMessage; webhook collects feedback.
3.19. Intercom
• Feature/Setting: Automate feedback conversations via Intercom Messaging API, trigger surveys on conversation closure.
3.20. Google Chat
• Feature/Setting: Automate feedback bot in Google Chat via Apps Script or Chat API sendMessage; collect and store data automatically.

Benefits

4.1. Automates survey distribution to scale feedback collection and drive actionable insights.
4.2. Automatedly enhances response rates by using multi-channel automating (SMS, email, chat).
4.3. Reduces human error, reaching all relevant customers by fully automating triggers.
4.4. Accelerates issue detection—automator can flag negative feedback automatically for support escalation.
4.5. Increases operational efficiency as automating eliminates manual tasks.
4.6. Enables advanced data analytics by automating collection and integration of satisfaction scores across platforms.
4.7. Delivers a standardized, unbiased customer feedback experience via streamlined automation, improving supplier reputation and loyalty.