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Follow-up surveys sent post-service

Purpose

1.1. Automate post-service follow-up surveys to collect customer satisfaction data, improve services, and strengthen retention.
1.2. Enrich customer lifecycle management by automating feedback loops for continuous quality monitoring.
1.3. Support automated data aggregation from responses for reporting and actionable insights.
1.4. Enable structured, automated outreach ensuring all clients receive timely, personalized follow-up communications after bodywork mechanics services.

Trigger Conditions

2.1. Automatedly triggered upon completion of a service, such as marking job status as "complete" in the management system.
2.2. Automate based on receipt/invoice issuance, customer exit check-out, or scheduled service milestone.
2.3. Automating survey sends after a predefined delay (e.g., 24 hours post-service).
2.4. Trigger integrates with CRM, POS, or calendar platforms via API events or webhook automation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure a message template and webhooks for automated-SMS survey delivery.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API or Transactional Send API; schedule automated follow-up survey emails post-service.
3.3. Mailchimp
• Feature/Setting: Use Automations triggers and SurveyMonkey integration for automated emailing post-service event.
3.4. HubSpot
• Feature/Setting: Workflow automation with “Service Ticket Closed” trigger; integrate Feedback Surveys.
3.5. Salesforce
• Feature/Setting: Process Builder to automate survey send using Email services or SMS via partners.
3.6. Zendesk
• Feature/Setting: Automate workflow using “Ticket Solved” to trigger surveys via Zendesk Survey automation API.
3.7. Typeform
• Feature/Setting: Generate survey links with API; schedule automated invitations via HTTP requests.
3.8. SurveyMonkey
• Feature/Setting: Webhooks API to automate survey request sends linked to job completion data.
3.9. Google Forms (via Gmail API)
• Feature/Setting: Automate form links via customized email templates and schedule automation with scripts.
3.10. Microsoft Power Automate
• Feature/Setting: Use triggers for “New Database Record” to automate sending survey links via Teams or Outlook.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules for status change to trigger Zoho Survey or automated email.
3.12. ActiveCampaign
• Feature/Setting: Automates follow-up through “After Purchase” automation and survey email linking.
3.13. Slack
• Feature/Setting: Webhooks to automate direct survey reminders when jobs are marked as finished.
3.14. WhatsApp Business API
• Feature/Setting: Use message templates and event-based automation to send surveys via WhatsApp.
3.15. Pipedrive
• Feature/Setting: Workflow Automation for “Deal Won” sends a survey via integrated app or email.
3.16. Intercom
• Feature/Setting: Automated post-event chat triggers with conversation-driven survey bots.
3.17. Freshdesk
• Feature/Setting: Automates survey send using “Ticket Resolved” workflow with Feedback Widget API.
3.18. Airtable
• Feature/Setting: Automate using Scripting Blocks or external integrations when a service is logged as done.
3.19. OneSignal
• Feature/Setting: Automated push notifications with survey links sent on defined actions.
3.20. Constant Contact
• Feature/Setting: Use autoresponder workflows for automated survey follow-up emails.
3.21. GSuite (Apps Script/Calendar)
• Feature/Setting: Script automation of email survey invites triggered by calendar events/job completion.
3.22. Monday.com
• Feature/Setting: Automation triggers upon item status change to trigger survey dispatch via connected forms.

Benefits

4.1. Automates manual survey outreach, saving time and reducing errors.
4.2. Ensures consistent, reliable customer engagement after every body repair service.
4.3. Promotes higher survey participation through timely, automated reminders.
4.4. Enables real-time, automated feedback analysis, helping mechanics swiftly address issues.
4.5. Centralizes customer experience data, enhancing process improvement cycles via automation.
4.6. Reduces staff workload with an always-on automator for feedback collection.
4.7. Scales automatable customer communication as business volume grows.
4.8. Increases ROI by systematic, automated follow-up leading to improved retention and reviews.

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