Customer Relationship Management & EngagementPurpose
1.2. Automatedly gather insights into customer experiences, product quality, and support satisfaction.
1.3. Enable automation of real-time, data-driven understanding for process and relationship improvements.
1.4. Boost return customer rates by automating engagement and response follow-ups.
1.5. Ensure compliance and consistent communication through automatic survey delivery and response tracking.
Trigger Conditions
2.2. Automator triggers after purchase confirmation via POS system integration.
2.3. Schedule automated triggering a set number of days post-delivery.
2.4. Automate based on customer segment or order type for targeted survey delivery.
Platform Variants
- Feature/Setting: Automated SMS survey delivery using “Messages API”, configure webhook for triggered survey send.
3.2. SendGrid
- Feature/Setting: Automation via “Transactional Templates API”, configure survey emails sent on purchase status update.
3.3. Mailchimp
- Feature/Setting: “Automation Journey” or “Customer Journey Builder”—set trigger as ‘purchase complete’ for survey emails.
3.4. SurveyMonkey
- Feature/Setting: Automate “Survey Collector API” to send custom links after purchase event.
3.5. Typeform
- Feature/Setting: “Webhooks” automation on form submit; “Responses API” for survey dispatch on purchase flow.
3.6. Google Forms (via Google Apps Script)
- Feature/Setting: Script to automate email trigger with form link post-purchase.
3.7. HubSpot
- Feature/Setting: “Workflows Automation” to automate satisfaction survey email or SMS.
3.8. ActiveCampaign
- Feature/Setting: “Automations” builder with trigger based on order status for survey follow-up.
3.9. Zendesk
- Feature/Setting: “Triggers” and “Automations” to dispatch CSAT survey after support ticket resolution linked to sales.
3.10. Salesforce Marketing Cloud
- Feature/Setting: “Journey Builder” automates post-purchase survey emails with dynamic personalization.
3.11. Klaviyo
- Feature/Setting: “Flows” automation triggered by completed transaction event for feedback request.
3.12. SMSBump (for Shopify)
- Feature/Setting: “Automation Flows”, configure SMS survey auto-send after purchase event.
3.13. Intercom
- Feature/Setting: “Outbound Messages” automates survey delivery via chat, email, or SMS.
3.14. Freshdesk
- Feature/Setting: “Automations & Scenarios” to trigger survey emails/SMS after support interaction or sale.
3.15. Tidio
- Feature/Setting: “Automations” using chatbot to prompt survey after transaction completion.
3.16. Constant Contact
- Feature/Setting: “Email Automation” to automate survey invites linked to purchase triggers.
3.17. Zoho CRM
- Feature/Setting: “Workflow Rules” automates survey task or email on deal closure.
3.18. Google Sheets (with Zapier or Make)
- Feature/Setting: Automate survey link sends via Google Sheets updates, using API or email automation tools.
3.19. Qualtrics
- Feature/Setting: “Actions” and email triggers automate survey links based on transaction data.
3.20. WhatsApp Cloud API
- Feature/Setting: Automated messaging to send satisfaction survey using “messages” endpoint post-sale.
3.21. Shopify Flow
- Feature/Setting: Workflow automation triggers survey send on order fulfilled status.
3.22. Microsoft Power Automate
- Feature/Setting: Automated flows connect CRM/eCommerce triggers to email/SMS survey tasks.
3.23. Jotform
- Feature/Setting: Automated notification emails with survey links on form completion or order trigger.
Benefits
4.2. Automatedly increases survey response rates with timely, contextual outreach.
4.3. Automates data aggregation for rapid trend analysis and reporting.
4.4. Enables automating follow-ups for low satisfaction scores, enhancing retention.
4.5. Reduces manual workload and human error through process automation.
4.6. Strengthens customer relationship management with automated engagement at scale.