Customer satisfaction survey after order fulfillment

Purpose

  1.1. Automate sending post-fulfillment customer satisfaction surveys to wholesale buyers of boat covers in the marine supplies industry.
  1.2. Ensure immediate feedback collection following each order dispatch, automating follow-up and satisfaction tracking.
  1.3. Automatedly capture customer satisfaction metrics, complaints, testimonials, and suggestions to improve service and product quality.
  1.4. Enrich the automation dataset for deep analysis and future automated improvements in customer service operations.

Trigger Conditions

  2.1. Automated trigger upon “order marked fulfilled” event in ERP, CRM, or eCommerce system.
  2.2. Also trigger when “shipping confirmation” or “delivery receipt” is generated and logged.
  2.3. Automator considers time delay (e.g., 24 hours post-fulfillment) to ensure delivery before survey dispatch.

Platform variants

  3.1. Mailchimp
    • Feature/Setting: Automate customer journeys, use “Customer Re-engagement” trigger, configure automated survey campaign.
  3.2. Twilio SMS
    • Feature/Setting: Automate SMS dispatch via Messaging API, set trigger event upon fulfillment webhook.
  3.3. SendGrid
    • Feature/Setting: Automate transactional email survey using Single Send or Automation API.
  3.4. SurveyMonkey
    • Feature/Setting: Automate survey distribution through Create Collector API when order event is logged.
  3.5. Google Forms + Gmail API
    • Feature/Setting: Automate Google Form survey link dispatch using Scripts triggered by Sheets row insert.
  3.6. Typeform
    • Feature/Setting: Automate survey invites via Responses API on order completion event.
  3.7. HubSpot
    • Feature/Setting: Automate workflow-based Customer Feedback Survey on eCommerce/CRM order status change.
  3.8. Salesforce
    • Feature/Setting: Automate Survey Invitation via Process Builder/Flow on Opportunity marked as closed-won.
  3.9. ActiveCampaign
    • Feature/Setting: Automate automation chain triggered by tag (e.g., Order Fulfilled), automatedly send survey email.
  3.10. Zoho CRM
    • Feature/Setting: Automate “Workflow Rule” to send survey email or SMS post-fulfillment.
  3.11. Microsoft Power Automate
    • Feature/Setting: Automate flow triggered by Dynamics 365 “Order Fulfilled”, automated survey sent via Outlook or Teams.
  3.12. Slack
    • Feature/Setting: Automate sending survey reminders or links to customer’s Slack channel with Workflow Builder.
  3.13. Zendesk
    • Feature/Setting: Automate satisfaction survey ticket creation post-closure via Triggers API.
  3.14. Intercom
    • Feature/Setting: Automate in-app or email survey using Event-based Messages.
  3.15. WhatsApp Business API
    • Feature/Setting: Automate post-order WhatsApp template message with embedded survey link using automated flows.
  3.16. Klaviyo
    • Feature/Setting: Automate Flow, event-triggered by order fulfillment, automated survey campaign.
  3.17. Freshdesk
    • Feature/Setting: Automate feedback survey via Scenario Automation rule after ticket/order resolution.
  3.18. Monday.com
    • Feature/Setting: Automate survey tasks using Automation Recipes upon item/status change.
  3.19. Shopify
    • Feature/Setting: Automate survey email/App trigger after fulfillment event in Orders API.
  3.20. WooCommerce
    • Feature/Setting: Automate post-purchase survey email via Webhooks and Survey Integration plugins.

Benefits

  4.1. Automatedly improves feedback collection efficiency, increasing customer response rates through omnichannel automation.
  4.2. Reduces manual follow-up workload and enables real-time insight via automation analytics.
  4.3. Delivers consistently-timed feedback requests, reducing bias and enhancing trust through automation.
  4.4. Automates the closed feedback loop for rapid service/product improvement.
  4.5. Makes survey data instantly available for automated reporting, benchmarking, and targeted actioning across business systems.