Customer satisfaction surveys sent automatically after a visit

Purpose

1.1. Gather guest feedback automatically post-visit to measure satisfaction, address concerns in real time, collect NPS scores, identify service improvements, segment promoters/detractors, and strengthen loyalty through tailored follow-ups and data-driven optimizations.

Trigger Conditions

2.1. Guest completes transaction (POS system logs visit completion).
2.2. Electronic ticket redeemed at exit.
2.3. Reservation end time is reached in the booking system.
2.4. Customer profile marked as “visit finished.”
2.5. Loyalty card scanned at final exit.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging Service – configure outbound API to send survey link post-visit.
3.2. SendGrid
• Feature/Setting: Transactional Templates – use API to email templated survey immediately post-visit.
3.3. Mailchimp
• Feature/Setting: Automation – trigger “Post-Visit Survey” workflow tied to tagged customer profiles.
3.4. SurveyMonkey
• Feature/Setting: API – automate survey invitations using batch or individual send endpoint.
3.5. Google Forms
• Feature/Setting: Apps Script trigger – auto-email form upon update in visit-tracking sheet.
3.6. HubSpot
• Feature/Setting: Workflow Automation – enroll contacts into “post-visit survey” workflow via completed deal property.
3.7. Salesforce
• Feature/Setting: Flow Builder – automates survey send based on event “Service Completed” trigger.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules – send survey email/SMS when field “visit status” updated to “completed.”
3.9. ActiveCampaign
• Feature/Setting: Automation – start a customer journey with survey email on tag or custom field change.
3.10. Intercom
• Feature/Setting: Event-Based Messaging – trigger post-visit Intercom message with survey link.
3.11. Slack
• Feature/Setting: Incoming Webhooks – internal alert when surveys sent or feedback received.
3.12. Microsoft Power Automate
• Feature/Setting: Scheduled flows – monitor external data source for end-of-visit and then issues survey from Office 365.
3.13. Typeform
• Feature/Setting: API – send customized survey invitations to recent customers.
3.14. Klaviyo
• Feature/Setting: Flow Builder – automate post-visit survey message to SMS and email channels.
3.15. Qualtrics
• Feature/Setting: Transactional Send API – fire survey on custom event trigger.
3.16. Zendesk
• Feature/Setting: Triggers – email survey after support ticket closed classified as “visit feedback.”
3.17. Pipedrive
• Feature/Setting: Workflow Automation – trigger survey email after custom “visit” stage.
3.18. Constant Contact
• Feature/Setting: Autoresponder – send survey after contact added to “visited” list.
3.19. Freshdesk
• Feature/Setting: Scenario Automation – trigger survey feedback request after service ticket completion.
3.20. SurveySparrow
• Feature/Setting: API/Webhook – send automated survey to contacts based on external triggers.

Benefits

4.1. Ensures every guest interaction offers a feedback opportunity.
4.2. Immediate feedback reveals real-time issues.
4.3. Automated analysis aids quick response to dissatisfaction.
4.4. Consistency – no surveys missed due to manual error.
4.5. Multiple channel outreach boosts participation and data quality.