Customer Relationship & MarketingPurpose
1.2. Provides a seamless, automated way to collect real-time feedback and insights for improving customer experience.
1.3. Enables stores to automate follow-ups, ensuring consistent customer engagement and continuous process improvement.
1.4. Drives actionable, automated insights for marketing, product development, and quality assurance teams.
Trigger Conditions
2.2. Triggered after fulfillment updates (e.g., delivery confirmation, pickup completion) in retail clothing environments.
2.3. Automates survey sending after a preset time delay following purchase, automating personalized engagement.
2.4. Auto-trigger on specific customer actions such as loyalty point redemption or event attendance.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Twilio API “Messages” endpoint to automate SMS survey links; set up Twilio webhook as outbound trigger.
• Sample: Configure HTTP POST to /2010-04-01/Accounts/{AccountSID}/Messages.json with recipient and survey link.
3.2. SendGrid
• Feature/Setting: SendGrid “Mail Send” API automates email survey dispatch; configure dynamic templates for personalized content.
• Sample: Use POST /v3/mail/send with customer email, dynamic template ID, and survey URL.
3.3. Mailchimp
• Feature/Setting: Automate campaigns with Customer Journeys; set automation trigger to “Purchase Completed".
• Sample: Create a journey/automation with trigger event, apply segmentation on purchase data.
3.4. SurveyMonkey
• Feature/Setting: Use SurveyMonkey API “collectors” to create automated survey links; use “send survey” endpoints for dispatch.
• Sample: POST to /v3/collectors or /v3/surveys/{id}/collectors/{collector_id}/messages.
3.5. Google Forms + Gmail API
• Feature/Setting: Automate via Gmail API “send” method, embedding Google Form links in automated emails.
• Sample: POST to /gmail/v1/users/me/messages/send with MIME body containing Google Form URL.
3.6. Facebook Messenger (Meta API)
• Feature/Setting: Automate via Messenger Platform “Send API”; dispatch survey message to customer after purchase.
• Sample: POST to /v12.0/me/messages with recipient PSID and survey URL.
3.7. WhatsApp Business API
• Feature/Setting: Use “messages” endpoint to automate WhatsApp survey delivery; configure template messages.
• Sample: POST to /v1/messages with template survey content and recipient number.
3.8. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder for automated survey engagement based on transaction triggers.
• Sample: Create a journey with purchase event as entry source, Survey Email Activity node.
3.9. Klaviyo
• Feature/Setting: Automate via “Flows”; trigger post-purchase flow with survey campaign.
• Sample: Setup an automated flow triggered by order fulfilled event, email step with embedded survey.
3.10. HubSpot
• Feature/Setting: Workflows to automate sending customer feedback surveys post transaction or deal stage change.
• Sample: Use “Send Email” action within deal-based workflow configured on purchase event.
3.11. Zendesk
• Feature/Setting: Automate via “Triggers” to send satisfaction surveys after ticket closure.
• Sample: Configure trigger condition “Ticket is Solved” to send automated survey email.
3.12. Typeform
• Feature/Setting: Webhooks for automating survey delivery; API to create and send respondents unique survey links.
• Sample: POST to Typeform “responses” endpoint with contact email and prefilled fields.
3.13. ActiveCampaign
• Feature/Setting: Automate via “Automations”; trigger email with survey link post-purchase or tag application.
• Sample: Setup automation with trigger event: "Purchases product" → Send survey via campaign email.
3.14. Smartsheet
• Feature/Setting: Automate via Smartsheet “Alerts & Actions” or API for survey notifications.
• Sample: Trigger alert/action on row addition; use webhook to survey platform.
3.15. Shopify
• Feature/Setting: Automate via Shopify Flow; trigger survey dispatch when order is fulfilled or delivered.
• Sample: Flow "Order Fulfilled" → Webhook → Third-party survey system.
3.16. Microsoft Power Automate
• Feature/Setting: Automate workflows linking POS/cloud app events to survey email dispatch using forms integration.
• Sample: Trigger: "New sale in POS" → Action: "Send Microsoft Forms survey via Outlook".
3.17. Zendesk Sell
• Feature/Setting: Automate survey sends after deal closure using workflow automation.
• Sample: Automation: "When deal status is Won, send survey email."
3.18. Intercom
• Feature/Setting: Automate via “Outbound Messages” triggered by customer segment or event.
• Sample: Setup rule-based messaging, survey dispatched after custom event “Order Placed”.
3.19. Zoho CRM
• Feature/Setting: Automate workflow to send email survey after “Sales Order” is marked as completed.
• Sample: Workflow rule → Action: "Send Email with survey link".
3.20. Slack
• Feature/Setting: Slackbot automation to notify staff or send DM to customers (if community channel exists) with survey link.
• Sample: Automated message: “Thank you! Please provide feedback: [Survey URL]”.
Benefits
4.2. Provides real-time, automated feedback for agile business decision-making.
4.3. Streamlines process, reducing manual workload and automating operational efficiencies.
4.4. Enables error-free, automated capture of customer sentiments.
4.5. Improves retention by automating proactive engagement and demonstrating commitment to satisfaction.
4.6. Supports automatable analytic workflows for customer experience improvement programs.