Automated follow-up surveys post-purchase or installation

Purpose

 1.1. Ensure every customer receives a tailored satisfaction survey after window installation or product delivery.
 1.2. Collect actionable insights on service quality, installation performance, and overall customer satisfaction.
 1.3. Facilitate proactive problem resolution and continuous improvement of corporate customer engagement.
 1.4. Support compliance in regulated markets through standardized customer feedback processes.
 1.5. Bolster retention strategies with data-driven post-purchase touchpoints unique to aluminum windows.

Trigger Conditions

 2.1. Completion of installation status in CRM (e.g., job marked "Installed").
 2.2. Product delivery status updated to "Delivered" in ERP or logistics system.
 2.3. Passage of defined timeframe post-purchase (e.g., 3 days after delivery).
 2.4. Manual input by sales/support team confirming project completion.
 2.5. Post-invoice payment confirmation received from accounting software.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: SMS Messaging API — Configure automated SMS with link to survey; use “Programmable Messaging” with template including dynamic order or customer data.
 3.2. SendGrid
  • Feature/Setting: Email API — Trigger transactional survey emails via “Dynamic Templates”; inject customer and order context using API substitutions.
 3.3. Mailchimp
  • Feature/Setting: Automated Journeys — Set email workflows based on CRM tags or purchase events, with embedded survey links.
 3.4. HubSpot
  • Feature/Setting: Workflows + Service Tickets — Auto-send post-install survey through ticket closure or custom event in workflows module.
 3.5. Salesforce
  • Feature/Setting: Process Builder/Flow — Fire survey email when “Installation Complete” field changes status; use built-in email template merge fields.
 3.6. Microsoft Power Automate
  • Feature/Setting: Automated Flow — Connect CRM updates to send survey via Outlook, Teams, or Forms using trigger “When a record is updated”.
 3.7. Zapier
  • Feature/Setting: Multi-step Zaps — Connect project management or e-commerce closure to trigger survey request through supported email/SMS apps.
 3.8. Slack
  • Feature/Setting: Slackbot + Webhooks — Send internal reminders or direct message to sales/service team to schedule customer survey.
 3.9. SurveyMonkey
  • Feature/Setting: Automated Collector Link API — Generate personalized survey links and distribute via configured email/SMS channel.
 3.10. Google Forms
  • Feature/Setting: Google Apps Script Trigger — Deploy survey emails upon completion of Google Sheets installation log entry.
 3.11. Typeform
  • Feature/Setting: Webhooks/API — Deliver unique survey URLs post-purchase, triggered from external system or CRM state change.
 3.12. Zendesk
  • Feature/Setting: Triggers + Macros — Auto-dispatch survey form upon support ticket resolution or custom field update.
 3.13. Intercom
  • Feature/Setting: Series Automation — Launch survey conversations after marked service milestone; integrate with existing support chat flows.
 3.14. Freshdesk
  • Feature/Setting: Scenario Automations — Push NPS or CSAT survey after ticket status switches to “Resolved/Closed.”
 3.15. ActiveCampaign
  • Feature/Setting: Automations — Tag contacts post-installation and send follow-up survey via email/SMS sequence.
 3.16. AWS SES
  • Feature/Setting: Transactional Emails API — Submit post-delivery emails with secure survey links leveraging Amazon’s template system.
 3.17. Google Workspace
  • Feature/Setting: Apps Script + Gmail API — Auto-email survey on completion of installation, referencing Google Sheets as data source.
 3.18. ClickSend
  • Feature/Setting: SMS/Email API — Launch follow-up surveys by scheduling message send post-purchase event.
 3.19. WhatsApp Business API
  • Feature/Setting: Message Templates — Send survey invitation after service confirmation, using customer name and project reference.
 3.20. Monday.com
  • Feature/Setting: Automation Recipes — Trigger survey task or notification from project board when installation status column updates.

Benefits

 4.1. Consistent post-purchase/customer touchpoint enhances loyalty and repeat business.
 4.2. Early feedback identifies issues before escalation, supporting customer retention.
 4.3. Detailed data supports process improvement, staff training, and quality initiatives.
 4.4. Reduced manual effort in customer outreach saves time and minimizes human error.
 4.5. Regulatory compliance support through systematic record of customer interactions.