Customer Relationship Management and MarketingPurpose
1.2. Enable automated post-purchase feedback requests, automating customer follow-up for product and service improvements.
1.3. Integrate survey data with CRM and marketing for automated insights, segmentation, and customer retention.
1.4. Streamline customer experience monitoring, automating proactive responses to negative feedback.
1.5. Reduce manual effort by automating survey campaign management and reporting.
Trigger Conditions
2.2. Automate follow-up when an online order is marked “delivered.”
2.3. Automate survey request after aquarium installation services.
2.4. Automate on customer’s recurring membership anniversary or subscription renewal.
2.5. Automate reminder if no survey response in 7 days.
Platform Variants
• Feature/Setting: Use programmable SMS API to automate sending survey links via text; configure SEND message API with recipient’s phone and dynamic survey URL.
3.2. SendGrid
• Feature/Setting: Automated email API to distribute personalized survey emails; configure transactional template with dynamic fields for customer and purchase details.
3.3. SurveyMonkey
• Feature/Setting: Automate survey creation and distribution via Create Survey and Send Survey Invitation API endpoints.
3.4. Typeform
• Feature/Setting: Automatically generate surveys and collect responses with Create Form and Retrieve Responses API.
3.5. Google Forms
• Feature/Setting: Automate form creation and auto-invite using Google Forms API with Apps Script webhooks.
3.6. Zoho Survey
• Feature/Setting: Automate survey invitations using Zoho Survey API (sendInvitation endpoint) linked to CRM events.
3.7. HubSpot
• Feature/Setting: Automate survey emails with Workflows and Feedback Surveys API; trigger on deal close.
3.8. Mailchimp
• Feature/Setting: Automate campaigns with Automated Email API and merge tags for personalized survey invites.
3.9. Salesforce
• Feature/Setting: Automate survey outreach via Salesforce Surveys and Flow Automation tools; trigger via Workflow Rules.
3.10. Zendesk
• Feature/Setting: Automate CSAT surveys with Zendesk Satisfaction Automation and trigger upon ticket close.
3.11. Shopify
• Feature/Setting: Trigger automated survey email after purchase using Shopify Flow and Email APIs.
3.12. ActiveCampaign
• Feature/Setting: Automate survey series using Automations and external survey integration via API webhooks.
3.13. Intercom
• Feature/Setting: Send automated in-app or email surveys post-interaction utilizing Intercom Messenger and API triggers.
3.14. Slack
• Feature/Setting: Automate internal survey reminders or share external survey links via chatbots using Slack Bots API.
3.15. Microsoft Teams
• Feature/Setting: Automate internal surveys or customer reminders using Microsoft Forms Bots and Webhooks API.
3.16. Freshdesk
• Feature/Setting: Automate satisfaction survey dispatch using Scenario Automations and API after ticket closure.
3.17. WhatsApp Business API
• Feature/Setting: Automate survey requests via WhatsApp template messages and automation flow for response logging.
3.18. Constant Contact
• Feature/Setting: Automate survey email send via EventSpot API and campaign scheduling.
3.19. Klaviyo
• Feature/Setting: Triggered email flows for survey invites; automate audience segmentation using List API and Flow Trigger.
3.20. Jotform
• Feature/Setting: Automated survey creation, invitation, and data aggregation using Submission and Forms API.
3.21. Trello
• Feature/Setting: Automate post-survey task creation (e.g., follow-up) with Trello API when negative feedback is flagged.
Benefits
4.2. Automating immediate survey delivery increases response rate and data quality.
4.3. Centralized, automated feedback flow enables swift issue resolution.
4.4. Automation powers continuous improvement in customer satisfaction strategies.
4.5. Automated segmentation tailors marketing, boosting retention and loyalty.
4.6. Reports and analytics are automatedly generated for executive review.
4.7. Consistent automated communications maintain a professional brand experience.