Service feedback survey automation

**1. Purpose**

1. Automate the collection of post-transaction service feedback from customers utilizing check cashing services to drive customer-centric improvements, comply with quality mandates, and rapidly resolve service issues.

2. The automation ensures every transaction is followed by an automated request for survey completion via SMS, email, or IVR.

3. Systematically captures, aggregates, and analyzes responses to automate reporting, flag negative experiences, and escalate unresolved detractor responses.

**2. Trigger Conditions**

1. Automated trigger upon transaction completion in POS or check cashing CRM system.

2. Defined event-based automation (e.g., customer leaves branch, online check cash issued, receipt generated).

3. Scheduled automation for periodic batch feedback campaigns targeting frequent users.

**3. Platform Variants**

1. Twilio SMS

- Feature/Setting: Automate outbound SMS using Messaging API.
- Sample Config: Create new messaging flow with POST /Messages for survey link delivery.

2. SendGrid

- Feature/Setting: Automate email feedback requests using Mail Send API.
- Sample Config: Configure dynamic template and use POST /mail/send.

3. Mailchimp

- Feature/Setting: Automate survey dispatch via Campaigns API trigger.
- Sample Config: Create new campaign with automated send on event webhook.

4. HubSpot

- Feature/Setting: Use Workflow Automator to launch feedback email post interaction.
- Sample Config: Automated workflow creating and sending feedback form post-check cashing.

5. Salesforce

- Feature/Setting: Automate survey invitations via Process Builder and Surveys.
- Sample Config: Process triggers on check cashing record, sends automated survey email.

6. Zapier

- Feature/Setting: Multi-platform automator for event-based survey dispatch.
- Sample Config: Zap triggers by POS webhook, delivers survey via chosen channel.

7. SurveyMonkey

- Feature/Setting: Automate survey distribution via API.
- Sample Config: Create collector and use POST /v3/collectors/{id}/responses.

8. Google Forms + Apps Script

- Feature/Setting: Automate email invitations post-transaction.
- Sample Config: Apps Script triggers email send upon Google Sheet row addition.

9. Microsoft Power Automate

- Feature/Setting: Flow automates sending survey forms after transactions.
- Sample Config: Automated From Template "Send custom survey when a new customer record is created".

10. Intercom

- Feature/Setting: Automate in-app or chat survey after service interaction.
- Sample Config: Auto-message rules trigger survey link after ticket closed.

11. Typeform

- Feature/Setting: Automate survey invitation circulation via API.
- Sample Config: Trigger POST /forms endpoint to distribute.

12. ActiveCampaign

- Feature/Setting: Automate feedback emails with Automated Campaigns.
- Sample Config: Post-check-cash automation triggers feedback form send.

13. Freshdesk

- Feature/Setting: Ticket closure automator triggers customer satisfaction survey.
- Sample Config: Trigger "send CSAT survey" on ticket resolution.

14. Zendesk

- Feature/Setting: Automate survey sending on ticket closure via Triggers.
- Sample Config: Create Trigger to email survey when Check Cashing Support Ticket closes.

15. Aircall

- Feature/Setting: Automator sends SMS or email post-call using app integrations.
- Sample Config: Event-based automation on call end pushes survey invite.

16. Zoho CRM

- Feature/Setting: Post-transaction automation sends survey via Workflow Rules.
- Sample Config: Workflow triggers email with survey link when deal is marked “Completed”.

17. Slack

- Feature/Setting: Notification automator posts internal reminders for unreviewed surveys.
- Sample Config: Scheduled reminder for agents to follow up on survey non-completion.

18. Calendly

- Feature/Setting: Automates post-meeting survey links via Event Types.
- Sample Config: After check cashing appointment, automation sends survey URL.

19. Shopify (POS)

- Feature/Setting: Automated post-purchase survey via webhook/app integration.
- Sample Config: Use app to trigger survey to customer email after checkout.

20. Pipedrive

- Feature/Setting: Deal stage automation triggers survey email dispatch.
- Sample Config: Workflow moves to “Paid” => automate survey send.

**4. Benefits**

1. Automated feedback cycles ensure consistent, unbiased data collection.

2. Automating survey delivery accelerates issue detection and service improvements.

3. Manual effort is minimized through end-to-end automator workflows from transaction to insight.

4. Automatable data aggregation provides timely, actionable reporting and customer insight.

5. Survey automation increases overall response rates and customer engagement in check cashing services.