Survey/poll distribution for customer feedback

Purpose

1.1. Automate survey/poll distribution to collect structured customer feedback about shopping experiences, new products, events, or service satisfaction.
1.2. Automatedly capture actionable insights for product improvement, engaging loyalty, segmenting audiences, and enhancing marketing initiatives.
1.3. Automate follow-up touchpoints (rewards, discounts, thank-yous) triggered by completed surveys to increase customer retention and repeat sales.

Trigger Conditions

2.1. Automated transaction completion (in-store POS or online order confirmation).
2.2. Automation scheduled post-purchase time intervals (e.g., 3 days after buying shoes).
2.3. Automated campaign/launch of new product lines or store events.
2.4. Auto-trigger for lapsed customers (no repeat purchase in X days).
2.5. Automation of manual triggers (staff selecting eligible customers for polling).

Platform Variants

3.1. SurveyMonkey
• Feature: API v3 Send Survey Invitation.
• Configuration: Automate API endpoint POST: /collectors/{collector_id}/emailinvites with customer email data.
3.2. Google Forms
• Feature: Automated Email with Form Link via Gmail API.
• Configuration: Automate draft/send messages with dynamic form URLs to customer addresses post-purchase.
3.3. Typeform
• Feature: API v1 Create Response Notification.
• Configuration: Automate webhook setup to send survey links and track completions.
3.4. Qualtrics
• Feature: Distribute Survey API (automation).
• Configuration: Automate API request to "distributions" endpoint with email/contact list.
3.5. Twilio SMS
• Feature: Programmable SMS API SendMessage.
• Configuration: Automate SMS delivery of survey/poll links to customer numbers.
3.6. Mailchimp
• Feature: Campaigns API Create/Send Campaigns.
• Configuration: Automate creation and launch of email campaigns with embedded surveys.
3.7. SendGrid
• Feature: Mail Send API v3.
• Configuration: Automate POST to /mail/send with templated survey invitation content.
3.8. Facebook Messenger (Meta Messenger Platform)
• Feature: Send API.
• Configuration: Automate chatbot message dispatch with polling links upon qualifying triggers.
3.9. WhatsApp Business API
• Feature: Message Send.
• Configuration: Automate survey distribution using template messages via automation webhook.
3.10. HubSpot
• Feature: Workflows & Marketing Emails.
• Configuration: Automate workflow trigger for survey email sends after transaction properties are updated.
3.11. Salesforce Marketing Cloud
• Feature: Email Studio API.
• Configuration: Automate triggered sends with personalized subject and survey URL.
3.12. ActiveCampaign
• Feature: Automations - “Send Email” Action.
• Configuration: Automate dynamic list targeting for post-purchase survey engagement.
3.13. Intercom
• Feature: Messages API.
• Configuration: Automate in-app or email messages containing polls launched by user actions.
3.14. Zendesk
• Feature: Triggers - Automated Ticket Follow-up.
• Configuration: Automate survey link inclusion in resolved ticket notifications.
3.15. Shopify (via Flow or API)
• Feature: Shopify Flow Automation or Order API Webhook.
• Configuration: Automate survey dispatch after order fulfillment webhook fires.
3.16. Klaviyo
• Feature: Flows - Post-purchase Automation.
• Configuration: Automate sequencing of email/SMS with embedded surveys.
3.17. Slack
• Feature: Incoming Webhooks/API Chat.PostMessage.
• Configuration: Automate survey distribution to VIP membership channels or internal teams for feedback.
3.18. Microsoft Teams
• Feature: Adaptive Cards Bot API.
• Configuration: Automate posting of polls/surveys to dedicated Teams channels post-event.
3.19. Viber
• Feature: Send Message API.
• Configuration: Automate direct customer messages containing customized survey links.
3.20. Zoho CRM
• Feature: Workflow Automation – Send Survey.
• Configuration: Automate post-interaction survey requests using CRM triggers.

Benefits

4.1. Automates collection of real-time customer insights with no manual chasing.
4.2. Automated feedback pipelines enable rapid, data-driven marketing improvements.
4.3. Automation ensures higher response rates by instantly reaching customers via their preferred channels.
4.4. Automating distribution frees staff from repetitive tasks to focus on engagement.
4.5. Automatedly links feedback processes to loyalty marketing, enhancing repeat business.
4.6. Automator-driven segmentation tailors follow-ups, maximizing relevancy and ROI.