Automated customer satisfaction survey distribution

Purpose

1.1. Collect customer feedback post-purchase, post-support, or after project delivery to improve product, services, and engagement strategies in aerospace manufacturing.
1.2. Meet corporate compliance and continuous improvement mandates by systematically gathering satisfaction data.
1.3. Support customer retention efforts by identifying and addressing dissatisfaction trends.
1.4. Enable data-driven decisions for R&D, quality management, and customer service optimization.

Trigger Conditions

2.1. Completion of an order shipment from ERP or logistics system.
2.2. Closure of a customer support or service ticket.
2.3. Post-delivery project/milestone achievement confirmation.
2.4. After contract renewal or expiration communication.
2.5. Scheduled intervals (e.g., quarterly) for long-term contract clients.

Platform Variants

3.1. Salesforce
• Workflow Rule: Auto-email survey upon case closure; set via Process Builder for “Case: Status=Closed.”
3.2. HubSpot
• Workflow Automation: Trigger survey via Marketing Email on deal closure event; activate “Send survey” action from Workflow panel.
3.3. Zendesk
• Trigger Settings: Auto-send CSAT survey on “Ticket Solved” in business rules.
3.4. SurveyMonkey
• API v3: Use “Create Collector” to distribute surveys to contact lists after import via endpoint `/collectors`.
3.5. Typeform
• Webhooks: Configure form completion event to auto-email follow-up survey invite; webhook URL from integration settings.
3.6. Microsoft Power Automate
• Flow Trigger: “When a record is updated” in Dynamics 365; use “Send an email” action with survey link.
3.7. SAP SuccessFactors
• Event Center: Setup “Feedback request” on employment lifecycle stage transitions, trigger survey email.
3.8. Google Forms
• Apps Script: On Form Submit, auto-send follow-up survey via Gmail App Script trigger.
3.9. Qualtrics
• XM Directory Automation: Auto-email survey using “Transaction-based” event in Automation Projects.
3.10. Twilio SendGrid
• Marketing Campaign API: Use “Create Campaign” with contact segment “Recent Orders” and CSAT survey link.
3.11. Mailchimp
• Customer Journey: Add “Survey Invitation Email” step post-tagging from CRM integration.
3.12. Intercom
• Event-based Messages: Trigger survey in Messenger on conversation end.
3.13. Slack
• Incoming Webhooks: Post survey links to specific customer or internal channels on milestone complete.
3.14. Freshdesk
• Automation Rule: Send satisfaction survey on “Ticket Closed” event using built-in survey feature.
3.15. Marketo
• Smart Campaign: “Trigger Campaign” on Program Status Change with survey email flow step.
3.16. Pipedrive
• Workflow Automation: Trigger survey email when deal reaches “Won” stage via “Mail Message” action.
3.17. Outlook 365
• Power Automate Connector: “When an email is flagged” to send survey link automatically.
3.18. Oracle Customer Experience Cloud
• Actionable Intelligence: Auto-survey email triggered by “Case Closed” workflow.
3.19. Zoho CRM
• Automation Rule: “After Sales Order is Delivered,” auto-send invite using Zoho Survey integration.
3.20. ActiveCampaign
• Automation Builder: Post-purchase action sends survey email via “Send Email” step.
3.21. Jira Service Management
• Automation: “Request resolved” triggers survey email using Automation for Jira.

Benefits

4.1. Ensures timely feedback collection to rapidly address quality or service gaps.
4.2. Provides real-time customer sentiment analysis for proactive engagement.
4.3. Reduces manual effort for support and account teams in distributing surveys.
4.4. Enables standardized data collection across customer touchpoints for enterprise reporting.
4.5. Enhances compliance with industry standards for customer satisfaction measurement.