Purpose
1.2. Automatedly collect structured customer reviews to enhance service quality, reputation, and compliance.
1.3. Automates customer journey by delivering personalized follow-up messages via preferred communication channels.
1.4. Enable prompt feedback capture for service assessment, complaint redressal, and testimonial gathering.
1.5. Automates data aggregation for feedback analysis, Net Promoter Score calculation, and customer retention strategies.
Trigger Conditions
2.2. Custom time delay set (e.g., 1–3 hours post-session) triggers automator workflow.
2.3. Service provider or employee marks appointment as done in POS/CRM triggers feedback sequence.
2.4. Customer’s departure from location via geofencing or check-out automates initiation.
2.5. Manual trigger for high-value clients or special services if needed.
Platform Variants
• Feature/Setting: “Programmable SMS” API configured to send scheduled feedback prompts to client numbers.
3.2. SendGrid
• Feature/Setting: “Transactional Email” API automates sending branded survey requests post-visit.
3.3. Mailchimp
• Feature/Setting: Audience automation with “Customer Journey” triggers for post-appointment emails.
3.4. WhatsApp Business API
• Feature/Setting: Automated template message post-appointment to solicit quick feedback.
3.5. Google Forms
• Feature/Setting: Automated personalized links embedded in SMS/email feedback requests.
3.6. SurveyMonkey
• Feature/Setting: API-triggered survey invitations at a set interval after appointment completion.
3.7. Microsoft Power Automate
• Feature/Setting: Automates data pull from calendar/CRM and feedback form dispatch.
3.8. Salesforce
• Feature/Setting: Automation rule triggers “Post-Event Survey” workflow for closed appointments.
3.9. ActiveCampaign
• Feature/Setting: “Automations” to send feedback emails based on contact activity/booking tags.
3.10. HubSpot
• Feature/Setting: Post-meeting workflow automator to trigger follow-up ticket with feedback link.
3.11. Zoho CRM
• Feature/Setting: “Workflow Rules” to send feedback form links when status is marked as completed.
3.12. Slack
• Feature/Setting: Automated direct messages or reminders for internal feedback collection.
3.13. Zapier
• Feature/Setting: Multiplatform feedback automator zap linking booking software and forms.
3.14. Calendly
• Feature/Setting: Automates survey links in follow-up notification after time slot is completed.
3.15. Typeform
• Feature/Setting: “Webhooks/API” for automated delivery of personalized survey invitations.
3.16. Pipedrive
• Feature/Setting: Deal “Won” automates feedback actions via connected API.
3.17. Intercom
• Feature/Setting: Automated in-app messages or emails post engagement to collect client feedback.
3.18. Klaviyo
• Feature/Setting: “Flows” for automated email/SMS feedback collection post-transaction.
3.19. Freshdesk
• Feature/Setting: Ticket closure triggers automated CSAT survey via email/SMS.
3.20. Google Sheets
• Feature/Setting: Automates feedback logging by pushing form responses automatically for analytics.
Benefits
4.2. Enables real-time, systematic insight gathering for continuous improvement.
4.3. Automated process ensures consistent follow-up with every client, eliminating manual oversight.
4.4. Automator workflows can route negative feedback for escalated follow-up, enhancing client retention.
4.5. Enhances VIP or loyalty program personalization by channeling automatable sentiment data into CRM.
4.6. Automating feedback requests increases positive review volume and online reputation management.
4.7. Supports analytic dashboards for management through automated data aggregation.