Customer Relationship & MarketingPurpose
1.2. Enable high-frequency insight gathering by immediate and timed survey distribution via various channels (email, SMS, messaging).
1.3. Data consolidated for analytics, NPS tracking, detecting dissatisfied patterns, and supporting targeted marketing/actions.
Trigger Conditions
2.2. Shipment delivery date confirmation via shipping provider APIs.
2.3. Defined time-lapse (e.g., 3–7 days post-transaction or post-delivery).
2.4. Customer's opt-in status for survey communication type (email/SMS/messaging).
Platform variants
3.1. Mailchimp
• Feature: “Customer Journey Builder – Post-Purchase”: Configure a trigger by order completion, select automated email with embedded survey link, set delay (e.g., 3 days).
3.2. Twilio SMS
• Feature/API: “Programmable Messaging API – SMS Send” on purchase trigger, insert personalized survey short link using dynamic fields, schedule via webhook.
3.3. SendGrid
• Feature: “Transactional Templates, Mail Send API”; send HTML email with survey embedded or hyperlinked, set to dispatch after completed order webhook.
3.4. Typeform
• Feature: “Hidden Fields in Forms”; embed order ID/customer name; expose survey via direct link distributed through chosen channel.
3.5. HubSpot
• Feature: “Workflows > Feedback Surveys”; automate survey email after deal moves to ‘closed-won.’
3.6. SurveyMonkey
• Feature/API: “Collector API” for programmatic sending; synchronize contact details and distribute post-purchase.
3.7. Google Forms
• Use: Create form, auto-generate unique links, integrate with email service for triggered send.
3.8. Intercom
• Feature: “Outbound Message Automation”; push survey via email or messenger post-transaction event.
3.9. Klaviyo
• Feature: “Flow Builder – Post-Purchase”; configure flow to dispatch after placed order event with survey link.
3.10. Salesforce Marketing Cloud
• Feature: “Journey Builder – Post-Purchase Touchpoint”; trigger personalized survey email/SMS using Contact and Event Data.
3.11. Zendesk
• Feature: “Customer Satisfaction Automation”; send survey triggered by ticket closure/order fulfillment event.
3.12. Shopify Flow
• Feature: “Flow App – Trigger: Order Created/Order Delivered”; action: send email/SMS via integrated marketing platform.
3.13. ActiveCampaign
• Feature: “Automations – After Transaction Goal”; action: send survey via email or SMS add-on integration.
3.14. Microsoft Power Automate
• Feature: “Scheduled Cloud Flow”; trigger on new order in ERP/CRM, send Microsoft Forms survey link.
3.15. Zoho CRM
• Feature: “Workflow Automation”; post-sale, send Zoho Survey form/email/SMS through Deluge script or prebuilt action.
3.16. Slack
• Feature/API: “Incoming WebHooks”; push post-purchase survey/embed Google Forms for internal team sharing or customer community.
3.17. Telegram Bot
• Feature/API: “sendMessage”; trigger bot to DM customers with a survey link after transaction event received via webhook.
3.18. Facebook Messenger Platform
• Feature/API: “Send API”; configure to deliver post-purchase survey template when order event fires.
3.19. WhatsApp Business API
• Feature: “Template Message”; pre-approve survey message and automate send post-transaction.
3.20. Freshdesk
• Feature: “Automated Satisfaction Survey”; link trigger to ticket/order status update; email/SMS survey configurable via platform.
3.21. Qualtrics
• Feature: “Survey Distribution Automation”; API or workflow trigger on new completed order; customized survey delivery methods.
3.22. Jotform
• Feature: “Email Alerts”; automation to send unique survey link on purchase event through integrated mail tools.
Benefits
4.2. Immediate service feedback aids real-time corrective actions and customer recovery.
4.3. Enables longitudinal loyalty benchmarking and product/service development.
4.4. Segments respondents for personalized future offers, retention marketing, and review solicitation.
4.5. Integrates into analytics or CRM for automated reporting and further AI-driven insights.