Purpose
1.2. Enable automated follow-up, customer tagging, escalation, and report generation for the customer support and communication teams.
1.3. Automatically trigger loyalty or win-back campaigns based on survey scores, streamlining the office supply purchasing journey.
Trigger Conditions
2.2. Delivery status marked 'delivered' in shipping/logistics platform.
2.3. Customer service ticket closure.
2.4. Periodic (e.g., quarterly) automated campaign to all active customers.
Platform Variants
• Feature/Setting: Use Twilio Programmable Messaging API, configure POST request automation for SMS-based NPS survey link delivery.
3.2. SendGrid
• Feature/Setting: Automate transactional template send API, dynamic personalisation with NPS link.
3.3. Google Forms
• Feature/Setting: Automate form response collection API and webhook for new submissions, automate connection to reporting workflows.
3.4. SurveyMonkey
• Feature/Setting: Automate survey distribution and Webhooks integration to receive and process NPS responses automatically.
3.5. Typeform
• Feature/Setting: Automate NPS form creation, and webhook triggers for form submissions.
3.6. Mailchimp
• Feature/Setting: Automate email send campaigns with merge tags for NPS survey links; trigger automation on customer segments.
3.7. HubSpot
• Feature/Setting: Automator for workflow trigger on lifecycle stage or ticket close, send survey through automated email sequence.
3.8. Salesforce
• Feature/Setting: Automate process builder or Flow to send NPS survey links post-interaction, and to update NPS records.
3.9. Zendesk
• Feature/Setting: Set automatable business rule for ticket-close triggers; automate email/SMS NPS delivery.
3.10. Intercom
• Feature/Setting: Automate chat-based NPS survey via bots and automator for collection.
3.11. Slack
• Feature/Setting: Automate NPS alert to Slack channel using Incoming Webhooks, automating real-time reporting.
3.12. Microsoft Teams
• Feature/Setting: Automate posting survey results to Teams channels via Webhook and connector API.
3.13. Airtable
• Feature/Setting: Automate NPS response capture and dashboarding via API and scheduled automations.
3.14. Google Sheets
• Feature/Setting: Automate population of survey data into sheets via API, then process with further workflow automation.
3.15. Zapier
• Feature/Setting: Automator for multi-app workflow orchestration, trigger from NPS responses to various other apps.
3.16. Monday.com
• Feature/Setting: Automate project/task creation based on NPS scores through integrations and boards automations.
3.17. Power Automate
• Feature/Setting: Automate responses from Microsoft Forms or CRM event triggers linked with NPS follow-up.
3.18. Freshdesk
• Feature/Setting: Automate NPS survey ticket after resolution via scenario automator.
3.19. ActiveCampaign
• Feature/Setting: Automate email or SMS drip with NPS survey post-purchase via contact automations.
3.20. Qualtrics
• Feature/Setting: Automate experience management orchestration, auto-triggered NPS surveys by API from customer data events.
Benefits
4.2. Reduces manual survey sending, accelerates loop from feedback to action with workflow automation.
4.3. Automating segmented follow-up improves retention and response rates.
4.4. Consistent, automatable analytics and reporting drives continuous improvement.
4.5. Automates customer support prioritization based on real-time NPS trends.
4.6. Enables automated escalation or reward paths for high- or low-scoring respondents.
4.7. Drives efficient, automated customer experience programs tuned for office supply retailers.