Customer Management & Marketing AutomationPurpose
1.2. Enhance customer experience by soliciting satisfaction surveys via email, SMS, or in-app notifications.
1.3. Identify customer pain points to inform marketing and operational decisions.
1.4. Increase review generation for social proof and reputation management.
1.5. Trigger remedial workflows based on negative responses (e.g., support escalation).
Trigger Conditions
2.2. Set interval after product delivery (e.g., 24–48 hours post-fulfillment).
2.3. Customer joins loyalty or membership program.
2.4. After customer service interaction (ticket closed).
2.5. Manual trigger by customer management staff.
Platform Variants
• Feature: Programmable SMS API.
• Setting: Send POST to /Messages endpoint with template: "How was your recent airbrushing supply purchase? Reply 1-5."
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Use /mail/send endpoint; configure dynamic template for email surveys.
3.3. SurveyMonkey
• Feature: Collect Responses API
• Setting: Trigger survey link email via /v3/collectors/send.
3.4. Google Forms
• Feature: Form Response Collection
• Setting: Auto-send form link using personalized URL parameter.
3.5. Typeform
• Feature: Response Webhook
• Setting: Send trigger webhooks to create and distribute new survey links.
3.6. Mailchimp
• Feature: Post-Sale Email Automation
• Setting: Set customer journey to send automated survey email after purchase.
3.7. Customer.io
• Feature: API-triggered campaigns
• Setting: POST /campaigns/triggered; send satisfaction survey sequence.
3.8. Qualtrics
• Feature: Survey Distribution API
• Setting: POST /surveys-distribution; schedule survey after fulfillment.
3.9. Zoho Survey
• Feature: Automated Send Survey
• Setting: API call to /send; link with CRM triggers.
3.10. Constant Contact
• Feature: Automated Email Series
• Setting: Start post-purchase series with embedded feedback link.
3.11. ActiveCampaign
• Feature: Automations
• Setting: Create automation that emails satisfaction survey after tag applied.
3.12. Klaviyo
• Feature: Flow Triggers
• Setting: Trigger flow when order placed event fires; send survey.
3.13. Intercom
• Feature: Post-Event Messaging
• Setting: Automated survey message when ticket closes.
3.14. Freshdesk
• Feature: CSAT Survey Automation
• Setting: Auto-send CSAT email after support ticket resolved.
3.15. Slack
• Feature: Incoming Webhooks
• Setting: Notify internal channel of negative survey results.
3.16. Salesforce Survey
• Feature: Salesforce Survey Invitations
• Setting: Send invitation post-case closure.
3.17. HubSpot
• Feature: Feedback Survey Workflow
• Setting: Automate survey send via feedback workflow post-purchase.
3.18. SurveySparrow
• Feature: Automation API
• Setting: Trigger survey on customer completion events.
3.19. Jotform
• Feature: Form Auto-Responder
• Setting: Auto-email form link after order update via webhook.
3.20. Zendesk
• Feature: Satisfaction Rating Automation
• Setting: Send survey email on ticket resolve event via triggers API.
Benefits
4.2. Increase survey response rates through automated, multi-channel outreach.
4.3. Rapidly mitigate negative experiences with real-time alerts.
4.4. Support marketing by leveraging positive feedback for testimonials.
4.5. Reduce manual work for customer management staff.
4.6. Enable continuous improvement cycle based on direct customer input.