Purpose
1.2. Automates feedback loops, detects service or menu issues, and captures positive testimonials for marketing or staff training.
1.3. Increase repeat business by automating timely engagement and showing care for customer experience.
Trigger Conditions
2.2. Manual trigger by staff after event log update.
2.3. Scheduled automation after event date passes.
Platform Variants
– Feature/Setting: Automate sending SMS surveys via Messaging API; configure to trigger on new customer event record.
3.2. SendGrid
– Feature/Setting: Automate survey emails; set up API key, automate template with dynamic customer data.
3.3. Mailchimp
– Feature/Setting: Automates email journey with survey follow-up; configure audience and trigger on post-event tag.
3.4. HubSpot
– Feature/Setting: Workflow automator for automated feedback forms; use event completion as workflow trigger.
3.5. Salesforce
– Feature/Setting: Automation with Process Builder; configure on closed event record to send survey.
3.6. Google Forms + Gmail API
– Feature/Setting: Automate survey form send; trigger mail merge with customer emails post-event completion.
3.7. Typeform
– Feature/Setting: Automated survey links; use API to push to new guests after catering order closes.
3.8. SurveyMonkey
– Feature/Setting: Automate distribution with Collectors API; configure per event booking.
3.9. ActiveCampaign
– Feature/Setting: Automated email follow-up campaign; set up trigger on CRM event status.
3.10. Zapier
– Feature/Setting: Automate cross-app workflow; use new row in event sheet as input, trigger bulk survey.
3.11. Pabbly Connect
– Feature/Setting: Automating survey send on new webhook call for completed service.
3.12. Constant Contact
– Feature/Setting: Autoresponder configuration for survey; automate send based on contact tagging post-event.
3.13. WhatsApp Business API
– Feature/Setting: Automate survey message post-event using API message template and event status webhook.
3.14. Facebook Messenger API
– Feature/Setting: Automated survey chat blast to event guests with Messenger API, using event RSVP list.
3.15. Klaviyo
– Feature/Setting: Automate email campaign flow; trigger on new event processed.
3.16. Slack
– Feature/Setting: Automated DM to staff or internal channel with survey link after event tick-off for team feedback.
3.17. Microsoft Power Automate
– Feature/Setting: Automate survey process tied to Dynamics 365 event closure, using Forms and Outlook.
3.18. Calendly
– Feature/Setting: Automate post-appointment survey to event bookers, configured in workflow integration.
3.19. Intercom
– Feature/Setting: Automated message to catering customer chat with survey, triggered on conversation resolved.
3.20. AirTable
– Feature/Setting: Automate record update to email field with survey on new "event complete" row; connect via scripting.
Benefits
4.2. Enables automatable improvements in quality and customer loyalty by automating detection of service trends.
4.3. Automation increases efficiency, letting staff focus on core duties and improving overall customer journey.
4.4. Data from automated surveys enhances decision-making for menu and event improvements.
4.5. Facilitates automating personalized follow-up actions, such as thank-you notes or offers based on feedback.