Customer satisfaction surveys sent post-service

Purpose

1.1. Automate post-service customer satisfaction surveys to gather feedback, improve service delivery, and increase customer retention for farm equipment repair businesses.
1.2. Automatedly collect actionable insights from customers regarding service quality, technician behavior, turnaround time, and effective communication.
1.3. Automating feedback loop integration with service records for ongoing process improvement and customer loyalty programs.
1.4. Enable automate alerts on negative feedback for immediate follow-up and issue resolution.

Trigger Conditions

2.1. Completion of service job marked as “finished” in repair/service management system.
2.2. Service technician logs job completion or closes work order in the ERP/CRM.
2.3. Invoice generated and sent to customer signifies job end.
2.4. Automated scheduled time delay post-service (e.g., 1 hour, 1 day).
2.5. Equipment picked up or delivered back to customer, as logged in system.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate SMS survey using Twilio Programmable Messaging API; Configure with recipient, survey message template, scheduling webhook, and response tracking.
3.2. SendGrid
- Feature/Setting: Automatedly email survey invitations via SendGrid Mail Send API; Set triggers for automation on service job completion and use dynamic templates.
3.3. SurveyMonkey
- Feature/Setting: Use SurveyMonkey Send Survey API to automate survey distribution links via email or SMS; Collect responses and automate export to CRM.
3.4. Google Forms
- Feature/Setting: Automate sending Google Forms survey links via Apps Script triggers on job completion; Responses feed into Google Sheets for analysis.
3.5. Typeform
- Feature/Setting: Automator sends personalized Typeform surveys using Typeform Responses API after repair completion event; Responses tagged by job ID.
3.6. Mailchimp
- Feature/Setting: Automate survey campaign emails via Mailchimp Campaigns API, with merge tags dynamically filled from service records.
3.7. Zendesk
- Feature/Setting: Automate trigger-based satisfaction surveys upon ticket/issue marked “solved” using Zendesk Automations.
3.8. Freshdesk
- Feature/Setting: Automatedly send satisfaction surveys by configuring Freshdesk Automations on ticket closure event.
3.9. HubSpot
- Feature/Setting: HubSpot Workflows automate survey emails upon deal/service closure using survey APIs.
3.10. Salesforce
- Feature/Setting: Automate survey invitations using Salesforce Survey Builder and automation triggers post case closure.
3.11. Microsoft Power Automate
- Feature/Setting: Automator triggers MS Forms survey on Microsoft Dataverse or Dynamics 365 repair job status update.
3.12. ActiveCampaign
- Feature/Setting: Use ActiveCampaign Automations to trigger survey email SMS after contact status update.
3.13. Constant Contact
- Feature/Setting: Automate emailing of post-service surveys with Constant Contact API based on contact activity.
3.14. Intercom
- Feature/Setting: Automated Intercom Campaigns send survey messages when a support conversation is closed.
3.15. Jotform
- Feature/Setting: Send custom Jotform survey forms by automating email invites upon repair job closure.
3.16. Pipedrive
- Feature/Setting: Configure Pipedrive Workflow Automation to send surveys using email or connected survey app when a deal is marked 'Won' or 'Finished'.
3.17. Zoho CRM
- Feature/Setting: Automate Zoho Survey links triggered on CRM field update (e.g., work order completed).
3.18. Slack
- Feature/Setting: Use Slack Workflow Builder to automate survey notifications/messages to customers or internal teams.
3.19. SMSGatewayHub
- Feature/Setting: Automate survey invitations via SMSGatewayHub API when service job is closed.
3.20. ClickSend
- Feature/Setting: ClickSend API automates outbound SMS survey campaigns after service completion.
3.21. Qualtrics
- Feature/Setting: Automate survey distribution with Qualtrics API triggered from field service management platforms.
3.22. Airtable
- Feature/Setting: Automator triggers survey email via Airtable Automations after record updates on service completion.
3.23. Mailjet
- Feature/Setting: Automate sending survey emails from Mailjet API configured on invoice finalization.
3.24. WhatsApp Business API
- Feature/Setting: Automatedly send survey messages via WhatsApp Business API post-repair delivery logged in CRM.

Benefits

4.1. Automate data collection for unbiased customer experience measurement and actionable insights.
4.2. Reduce administrative workload by eliminating manual survey follow-ups.
4.3. Enhance feedback response rate through immediate, automated outreach.
4.4. Enable automated trend analysis for continuous improvement and strategic planning.
4.5. Build customer trust by quickly automating personalized feedback cycles and demonstrating commitment to service quality.
4.6. Improve retention and referral generation via consistent, automated communication.