Customer Management & EngagementPurpose
1.2. Automates gathering customer sentiment and satisfaction, supporting ongoing service improvement.
1.3. Enables immediate action based on automated feedback, streamlining service recovery and retention.
1.4. Automatedly triggers responses and tickets for low satisfaction, closing feedback loops with minimal delay.
Trigger Conditions
2.2. Automation runs at pre-specified intervals post-visit (e.g., 1 hour after range session).
2.3. If multiple sessions, automates to avoid survey fatigue by randomized post-visit automation engagement.
2.4. Automatable triggers from purchase receipts, check-out, or event attendance logs.
Platform Variants
• Feature/Setting: Automates SMS feedback requests; configure SMS API, set phone number, craft message template with survey link.
3.2. SendGrid
• Feature/Setting: Automates transactional emails; use Mail Send API, email template with dynamic fields for survey link.
3.3. SurveyMonkey
• Feature/Setting: Automates survey sending via webhooks or integrations; use “Send Survey” API, map customer email to survey.
3.4. Typeform
• Feature/Setting: Automates survey form delivery; configure webhook for automated form send, include unique response token per visit.
3.5. Google Forms
• Feature/Setting: Automates sending form link via Apps Script or Gmail API, script triggers after session completion entry in Sheets.
3.6. Mailchimp
• Feature/Setting: Automates feedback campaigns; use Customer Journeys, trigger email automation when contact added to post-visit list.
3.7. Constant Contact
• Feature/Setting: Automates email survey invites; set up “Email Automation” workflow triggered by list addition after visit.
3.8. ActiveCampaign
• Feature/Setting: Automates survey request sequence; configure automations to trigger feedback email after CRM event.
3.9. Salesforce
• Feature/Setting: Automates post-visit tasks with Flow Builder; configure process to send feedback survey via email or SMS.
3.10. HubSpot
• Feature/Setting: Automates feedback workflows; create workflow to send survey email with Feedback Survey tool post-contact activity.
3.11. Zoho CRM
• Feature/Setting: Automates post-visit surveys via Workflow Rule; webhooks trigger survey in integrated survey tool.
3.12. Intercom
• Feature/Setting: Automates in-app or email surveys; configure autoresponder to send survey link after session closes.
3.13. Slack
• Feature/Setting: Automates channel message or direct message to guest; use Incoming Webhooks posted on visit completion update.
3.14. WhatsApp Business API
• Feature/Setting: Automates post-visit WhatsApp messages; configure Message Templates, automate sending survey links.
3.15. Facebook Messenger API
• Feature/Setting: Automates survey invitations via bot messaging; use Send API with survey link payload.
3.16. Zendesk
• Feature/Setting: Automates satisfaction survey ticket; configure automation via “Triggers” post-session ticket resolution.
3.17. Freshdesk
• Feature/Setting: Automates survey dispatch using “Dispatch’r” automator; send follow-up with embedded survey post-interaction.
3.18. Microsoft Power Automate
• Feature/Setting: Automates workflows to send Microsoft Forms link by email or Teams after event flag in Excel/CRM.
3.19. Airtable
• Feature/Setting: Automates feedback form link generation via scripting; send via automation when new record marked as “visited.”
3.20. Klaviyo
• Feature/Setting: Automates personalized feedback request flow; trigger email/SMS via Flow automation when custom event (visit) is tracked.
Benefits
4.2. Reduces manual staff intervention with automated workflows, saving operational time and cost.
4.3. Automatedly escalates negative feedback for rapid resolution, supporting reputation management.
4.4. Enables scalable, repeatable customer engagement automation adaptable to additional offerings.
4.5. Automator logs every survey touchpoint for continuous reporting and optimization.