Purpose
1.2. Enables businesses to proactively identify issues, automate follow-ups, and improve service with actionable data.
1.3. Automates reminders, score tracking, and escalations for low feedback scores with personalized interaction.
1.4. Drives higher retention by automating outreach based on responses and capturing testimonial permissions.
1.5. Automates export of feedback to analytics tools and CRM for holistic customer view.
Trigger Conditions
2.2. Scheduled time delay post-shipment or delivery confirmation automates initiation.
2.3. Trigger on customer complaint or return request for immediate feedback collection.
2.4. Manual trigger by sales/support team for at-risk customers or strategic accounts.
2.5. Automatedly triggered after support ticket closure.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API, configure automated SMS message with survey link and follow-up scheduling.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API, automate batch or drip emails with embedded survey forms and open/click tracking.
3.3. SurveyMonkey
• Feature/Setting: Survey Invitation API, automates personalized invites and response data push to CRM via Webhook.
3.4. Google Forms
• Feature/Setting: Automated form creation and pre-fill links, auto-send via email API or SMS with response collection.
3.5. Typeform
• Feature/Setting: Create and embed automated surveys, trigger via webhook, automate follow-up emails using Integration API.
3.6. HubSpot
• Feature/Setting: Automated Feedback Workflow, configure post-sale customer journeys, automate scoring, auto-escalation.
3.7. Zoho CRM
• Feature/Setting: Automated Workflow Rule, trigger survey email/SMS from contact status change, auto-update records.
3.8. Mailchimp
• Feature/Setting: Customer Journey Builder, automate sending branded survey emails and automating follow-up sequences.
3.9. Intercom
• Feature/Setting: Automated post-interaction or chat survey, configure auto-routing of negative feedback to human.
3.10. Salesforce
• Feature/Setting: Automated Process Builder, configure automated survey sends, feedback record update and alerting.
3.11. Microsoft Power Automate
• Feature/Setting: Flow trigger on customer event, automate survey dispatch via Teams, SMS, or Email connector.
3.12. Freshdesk
• Feature/Setting: Automation Rule on ticket closure, auto-sends feedback request, negative responses route to agent queue.
3.13. Slack
• Feature/Setting: Workflow Builder, automate direct survey links to specific channels or users post-customer interaction.
3.14. Airtable
• Feature/Setting: Automated record update and email trigger via Airtable Automations when feedback form is submitted.
3.15. Zendesk
• Feature/Setting: Trigger-based automator for satisfaction survey email after ticket resolution using Triggers API.
3.16. Qualtrics
• Feature/Setting: Automated survey distribution via API, auto-segmenting customers and pushing analytics reports.
3.17. Pipedrive
• Feature/Setting: Automation on deal closed event, sends feedback survey and logs results on deal record.
3.18. ActiveCampaign
• Feature/Setting: Customer experience automation, automates survey request via email/SMS, sequences based on responses.
3.19. WhatsApp Business API
• Feature/Setting: Automated post-sale message with survey button, follow-ups scheduled with Message Templates API.
3.20. Calendly
• Feature/Setting: Automated confirmation page/post-meeting email to trigger feedback survey via Workflows feature.
3.21. Jotform
• Feature/Setting: Automated invitation email upon form submission via integrations, automate reminders for incomplete surveys.
3.22. Gmail API
• Feature/Setting: Automated personalized email send and follow-up on non-responses, tracks email open and feedback clicks.
Benefits
4.2. Automates detection and escalation of negative feedback for rapid service recovery.
4.3. Automator ensures consistent outreach and follow-up, reducing manual effort and human error.
4.4. Centralizes analytics by automating feedback import to CRM and BI systems.
4.5. Enhances loyalty through fast, automatedly personalized customer engagement post-sale.
4.6. Dramatically reduces time to action on critical customer pain points through end-to-end automation.