Automated satisfaction surveys

Purpose

 1.1. Automate post-session satisfaction surveys for aromatherapy service clients to optimize feedback collection, improve service quality, and drive customer loyalty in the wellness & spa industry.
 1.2. Automated feedback capture to identify strengths, areas for improvement, and trends driving repeat business and referrals.
 1.3. Automate notifications and reminders to ensure a higher response rate and enriched data for business insight.

Trigger Conditions

 2.1. Automated survey dispatch when appointment status marked “completed” in clinic CRM.
 2.2. Automating scheduling based on elapsed time after session (e.g., 1 hour, 1 day).
 2.3. Trigger survey automation when payment is confirmed or upon staff check-out of the client.
 2.4. RSVP automatic follow-ups for non-respondents after specific intervals.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Automate SMS survey link via Programmable Messaging API.
  • Sample: Configure workflow to send SMS from business number after appointment completion event.

 3.2. SendGrid
  • Feature/Setting: Automate email surveys via Transactional Templates API.
  • Sample: Trigger automated email with personalized survey links upon status update.

 3.3. Mailchimp
  • Feature/Setting: Automating email journey with Customer Journeys API.
  • Sample: Set automation rule for post-session follow-up campaign targeting completed bookings.

 3.4. Typeform
  • Feature/Setting: Automate survey distribution using Webhooks & Response API.
  • Sample: Automatically push respondent data to CRM after survey completion.

 3.5. Google Forms
  • Feature/Setting: Automate email/sms invitation distribution via Google Apps Script trigger.
  • Sample: Post-appointment, automatically send survey link with merge fields.

 3.6. SurveyMonkey
  • Feature/Setting: Automate survey assignment using SurveyMonkey API's Create/Send/Post.
  • Sample: Trigger audience segment survey upon session closure.

 3.7. Zendesk
  • Feature/Setting: Automate satisfaction survey via Satisfaction Rating API.
  • Sample: Trigger survey when Zendesk ticket is marked as resolved.

 3.8. HubSpot
  • Feature/Setting: Automate post-appointment survey using Workflow Automation.
  • Sample: Automated survey link distribution when deal moves to “fulfilled.”

 3.9. Salesforce
  • Feature/Setting: Automate survey using Salesforce Surveys/Event Triggers.
  • Sample: Automation fires survey when Service Cloud case closure event is logged.

 3.10. Intercom
  • Feature/Setting: Automate surveys with post-conversation bot triggers.
  • Sample: Automatedly prompt for feedback via messenger after live chat closes.

 3.11. Freshdesk
  • Feature/Setting: Automate customer satisfaction feedback request with Workflow Automator.
  • Sample: Send feedback request when ticket marked complete.

 3.12. Klaviyo
  • Feature/Setting: Automate email sequence using Flows Triggered by API.
  • Sample: Automatedly deliver survey campaign after service event.

 3.13. Zoho CRM
  • Feature/Setting: Automate follow-up survey using Workflow Rules.
  • Sample: Rule triggers personalized survey email post-session.

 3.14. Slack
  • Feature/Setting: Automate internal alerts with Slack Incoming Webhooks.
  • Sample: Notify staff of new survey submissions automatically.

 3.15. Microsoft Teams
  • Feature/Setting: Automate reminders with Teams Bot API.
  • Sample: Bot posts follow-up reminders in internal channels when data arrives.

 3.16. Airtable
  • Feature/Setting: Automate feedback tracking with Automation Scripts.
  • Sample: Update feedback table automatically upon survey submission.

 3.17. Pipedrive
  • Feature/Setting: Automate activities with Workflow Automation.
  • Sample: Trigger satisfaction survey email upon deal completion.

 3.18. G Suite (Gmail)
  • Feature/Setting: Automate messages using Gmail Send API and Filters.
  • Sample: Scheduled, automated email dispatch after client check-out.

 3.19. ActiveCampaign
  • Feature/Setting: Automate feedback automation using Automations Builder.
  • Sample: Automated survey email sent on contact status change.

 3.20. WhatsApp (via Twilio API)
  • Feature/Setting: Automate feedback request via WhatsApp Message API.
  • Sample: Automated WhatsApp message with embedded survey link post-visit.

 3.21. Calendly
  • Feature/Setting: Automate email follow-ups with Workflow Trigger + Webhooks.
  • Sample: Trigger survey sequence after confirmed appointment.

Benefits

 4.1. Automated feedback collection improves speed, accuracy, and actionable insight.
 4.2. Automating outreach increases client engagement, boosting response rates and loyalty.
 4.3. Automation eliminates manual errors, saving staff time for high-value activities.
 4.4. Automated reporting identifies trends and supports data-driven business growth.
 4.5. Continuous automation ensures sustainable quality improvement and higher customer satisfaction.