Post-purchase customer satisfaction survey dispatch

Purpose

1.1. To automatically send customer satisfaction surveys post-purchase to construction materials buyers, capturing actionable feedback, measuring service quality, enhancing customer loyalty, supporting continuous improvement, and alerting frontline teams to negative experiences for prompt intervention.

Trigger Conditions

2.1. When an order status changes to "Shipped," "Delivered," or "Completed."
2.2. On invoice generation or process completion, as defined with client ERP/CRM.
2.3. After a set period from delivery (e.g., 48 hours), or manually flagged by operator.
2.4. Upon user sign-off via digital delivery confirmation.

Platform variants

3.1. Twilio SMS
• Feature: Programmable Messaging
• Setting: Use Twilio’s Messages API to deliver SMS surveys once webhook from ERP fires.
3.2. SendGrid
• Feature: Mail Send API
• Setting: Configure transactional email template to embed survey link; trigger via automation when delivery status updates.
3.3. Mailchimp
• Feature: Campaign Automations
• Setting: Automated email with embedded survey, triggered from connected customer purchase completion event.
3.4. SurveyMonkey
• Feature: Survey Distribution API
• Setting: API call to create/send customer survey; recipient list supplied from post-purchase data feed.
3.5. Google Forms
• Feature: Prefilled Form Links & Email Notifications
• Setting: Auto-generate unique form links in fulfillment email workflow.
3.6. HubSpot
• Feature: Workflows Automation
• Setting: Trigger survey email upon deal stage or ticket stage "closed-won."
3.7. Microsoft Power Automate
• Feature: Automated Flows
• Setting: Flow for listening to order events, then dispatch Adaptive Cards/Forms survey via Teams or Outlook.
3.8. Salesforce
• Feature: Process Builder/Flow
• Setting: Automated post-opportunity closed sequence to email survey using Salesforce Email or external API.
3.9. Zendesk
• Feature: Triggers & Webhooks
• Setting: Trigger satisfaction survey via email/SMS when ticket is solved/closed.
3.10. Freshdesk
• Feature: Automations
• Setting: Dispatch satisfaction survey from Freshdesk automation after ticket/order closed.
3.11. Typeform
• Feature: Create/Send Survey API
• Setting: API-triggered personalized survey emails post-fulfillment event.
3.12. Zoho CRM
• Feature: Workflow Automation
• Setting: Upon Sales Order closed, trigger Zoho Survey or survey link via email/SMS integration.
3.13. ActiveCampaign
• Feature: Automations
• Setting: Automated post-purchase sequence sending dynamic survey links to buyer list.
3.14. Slack
• Feature: Incoming Webhooks/Workflow Builder
• Setting: Deliver internal survey/feedback link to account manager’s Slack upon key order event, or outward-facing via Slack Connect.
3.15. Pipedrive
• Feature: Automation & Integrations
• Setting: Trigger webhook to survey tool or send email after deal marked “won.”
3.16. Shopify
• Feature: Order Fulfillment Webhooks
• Setting: Webhook triggers integrated survey email/SMS app after fulfillment.
3.17. Trello
• Feature: Butler Power-Ups
• Setting: Automated card movement triggers survey notification via email or external webhook.
3.18. Intercom
• Feature: Custom Bots & Workflows
• Setting: Automated push message with survey to customer after ticket/order closed.
3.19. Pipefy
• Feature: Automated Email Templates
• Setting: Automated post-purchase email containing survey via workflow phase.
3.20. Airtable
• Feature: Automations
• Setting: Triggered email survey from new “Order Complete” record in database.

Benefits

4.1. Increases response rates with timely outreach on preferred channel.
4.2. Reduces manual workloads and delays for frontline staff.
4.3. Enables fast detection and escalation of customer dissatisfaction signals.
4.4. Consolidates feedback data for analytics and continuous process improvement.
4.5. Personalizes approach with seamless ERP/CRM integration for enterprise clients.
4.6. Supports regulation/compliance adherence on customer feedback cycles.