Customer satisfaction survey post-service

Purpose

1.1. Automate the collection of customer feedback post-service completion to measure satisfaction and drive retention.
1.2. Automatedly identify service gaps for continuous improvement in car leasing.
1.3. Streamline post-interaction follow-up using automation to boost engagement and NPS.
1.4. Enable automators to ensure all customers receive surveys, eliminating manual intervention.
1.5. Provide management with real-time automated analytics for satisfaction scores and trends.

Trigger Conditions

2.1. Automating survey dispatch upon completion of a car lease return or maintenance event.
2.2. Automated notification when CRM status updates to “service complete.”
2.3. Automatically upon service agent closing a support ticket in helpdesk system.
2.4. Customer automatedly marked as “active” post-service in core leasing application.
2.5. Integration triggers via leasing mobile app interaction completion status.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messaging API to automate survey links as SMS; configure via API trigger after service status change.
3.2. SendGrid
• Feature/Setting: Automate transactional emails using Dynamic Template API; configured to fire on service completion event.
3.3. Mailchimp
• Feature/Setting: Automated journey using Customer Journeys API; set entry point upon CRM service closure webhook.
3.4. SurveyMonkey
• Feature/Setting: Automate “create collector” and “send survey” API; configure to distribute per customer post-service via API.
3.5. Zendesk
• Feature/Setting: Trigger automation via Zendesk Automations; use “ticket status changed” as event.
3.6. Typeform
• Feature/Setting: Webhooks + Responses API to automate sending unique survey URLs; setup via HTTP trigger.
3.7. Salesforce
• Feature/Setting: Process Builder to automate survey email task creation; trigger on Opportunity or Case closure.
3.8. Google Forms + Apps Script
• Feature/Setting: Automate form sending on Sheets update with Apps Script; configure time-driven or API pull trigger.
3.9. HubSpot
• Feature/Setting: Automate using Workflows tool; survey triggered from deal or ticket status shift.
3.10. Microsoft Power Automate
• Feature/Setting: Automate survey via Forms action upon Dynamics 365 record change.
3.11. Intercom
• Feature/Setting: Automate post-conversation message using Custom Bot triggers.
3.12. Freshdesk
• Feature/Setting: Dispatch automated Customer Satisfaction (CSAT) survey upon ticket resolution event.
3.13. Zoho CRM
• Feature/Setting: Automate survey emails using Workflow Rules on “closed won” or “case resolved.”
3.14. Qualtrics
• Feature/Setting: Automate using XM Directory + API to deliver personalized survey links based on trigger event.
3.15. ActiveCampaign
• Feature/Setting: Automate survey campaign sending when customer stage is updated by API.
3.16. Mailjet
• Feature/Setting: Send API automates customized survey emails post-service completion.
3.17. Pipedrive
• Feature/Setting: Automate via Workflow Automation to send survey based on deal stage movement.
3.18. Slack
• Feature/Setting: Automate survey reminders to customer service reps using Incoming Webhooks after ticket closure.
3.19. Aircall
• Feature/Setting: Automate follow-up task creation for survey based on completed call webhook.
3.20. Google Chat
• Feature/Setting: Automate push notifications to internal customer service channels on survey status via Chat Webhooks.

Benefits

4.1. Automates survey delivery, eliminating manual follow-up and boosting participation rates.
4.2. Automator ensures prompt, consistent customer feedback gathering.
4.3. Automation drives actionable insights accelerating improvements.
4.4. Automated analysis of satisfaction scores for targeted retention campaigns.
4.5. Systematic, automatedly generated survey data fuels continuous product/service enhancement.