Post-visit feedback collection and survey

Purpose

1.1. Automate the process of collecting feedback from parents or guardians post-visit to the pony ride service.
1.2. Automates distribution of personalized surveys via multiple channels: SMS, email, WhatsApp, and in-app notifications.
1.3. Automator sends follow-up reminders for unsubmitted surveys using custom rules for customer segmentation and timings.
1.4. Automated data collection aggregates responses for analysis, reporting, and continuous service improvement.
1.5. Ensures compliance with privacy and child services policies by automating consent handling and opt-out mechanisms.

Trigger Conditions

2.1. Visit completion status updated in booking or POS system.
2.2. End of event timestamp in child attendance logs.
2.3. Payment finalized for the pony ride.
2.4. Manual override by staff through CRM interface.
2.5. Pre-programmed schedule, e.g., survey sent 1 hour after departure.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API; Automate sending SMS with survey links to parent phone numbers post-visit.
• Sample: Configure API endpoint with template, trigger on booking completion event.
3.2. SendGrid
• Feature/Setting: Mail Send API; Automates email dispatch with survey link and personalization.
• Sample: Enable dynamic templates, trigger through webhook when visit ends.
3.3. Mailchimp
• Feature/Setting: Automated Customer Journey; Automate follow-up and reminders for incomplete surveys.
• Sample: Integrate with contact segmentation, start journey on event attendance.
3.4. Google Forms
• Feature/Setting: Forms API; Automates survey instance generation and link sharing per customer.
• Sample: Pre-fill parent name and kid’s visit details in form link.
3.5. Typeform
• Feature/Setting: Webhooks + Notifications; Automator for custom survey workflows and notifications.
• Sample: Launch automation triggered webhook on completion, send reminders.
3.6. Slack
• Feature/Setting: Incoming Webhooks; Notify internal team of high/low feedback averages.
• Sample: Send automated alerts to #pony-rides-feedback channel.
3.7. WhatsApp Business API
• Feature/Setting: Automated Templates; Automate survey invite as WhatsApp message.
• Sample: Set up API trigger for new completed bookings.
3.8. HubSpot CRM
• Feature/Setting: Workflow Automation; Distribute survey links after visit logged.
• Sample: Trigger Survey Workflow on contact property change.
3.9. SurveyMonkey
• Feature/Setting: Collector Webhooks; Automated distribution and reminder of surveys.
• Sample: Activate webhook on customer tag "Pony Visit Completed."
3.10. Zoho CRM
• Feature/Setting: Workflow Rules; Email surveys post-visit, log feedback to contact.
• Sample: Design rule for sending on custom module update.
3.11. Zapier
• Feature/Setting: Multi-Step Zaps; Cross-platform automation of trigger, send, log, and notify.
• Sample: Automate from event-end Google Calendar to Gmail SMS to report sheet.
3.12. Salesforce
• Feature/Setting: Process Builder; Automate survey campaign on case closed (visit complete).
• Sample: Build process to send survey template and log activity.
3.13. Microsoft Power Automate
• Feature/Setting: Automated Flows; Distribute surveys across email/SMS and collect feedback.
• Sample: Automate trigger from Dynamics or SharePoint event completion.
3.14. ActiveCampaign
• Feature/Setting: Automated Emails; Custom rules for sending feedback requests.
• Sample: Start automation on deal stage “Completed Service.”
3.15. Intercom
• Feature/Setting: Bots & Automated Messages; Post-visit feedback and reminders.
• Sample: Trigger in-app or email message after timeline event.
3.16. Pabbly Connect
• Feature/Setting: Multi-app Automation; Automate data flow from CRM to Survey tool.
• Sample: Trigger on “Visit Completed” in CRM, push to Google Forms.
3.17. Airtable
• Feature/Setting: Automations; Track survey send status, automate reminders for missing entries.
• Sample: Weekly automation for unsent feedback requests.
3.18. Freshdesk
• Feature/Setting: Automator for Feedback Collection Tickets; Auto-generate ticket for team if negative feedback received.
• Sample: Automatically assign to staff for follow-up.
3.19. Telegram Bot API
• Feature/Setting: Automated Bot Messaging; Send survey links to subscribed users after event.
• Sample: Use Bot API for message scheduling.
3.20. Klaviyo
• Feature/Setting: Automated Flows; Customer-centric segmentation and feedback requests post-visit.
• Sample: Build automated email flow on “Service Experience” segment update.

Benefits

4.1. Automated feedback collection ensures near-100% reach and timely responses.
4.2. Reduced manual labor, automator handles process end-to-end.
4.3. Automation leads to richer, actionable data for continuous improvement.
4.4. Automate reminders reduce survey abandonment rate.
4.5. Automated segmentation targets follow-ups by customer type or loyalty.
4.6. Ensures compliance through automated data handling and privacy consent management.
4.7. Scalable – automate for small and large event volumes equally.
4.8. Omnichannel automation maximizes parent/guardian engagement.
4.9. Immediate, automated escalation for negative feedback helps resolve issues faster.
4.10. Automation builds better historical records for customer relationship management.