Trigger NPS/CSAT surveys after completed installations

Purpose

1.1. Automate triggering of NPS (Net Promoter Score) or CSAT (Customer Satisfaction) surveys to customers after they complete home theater installations, gathering real-time feedback to enhance support quality and business strategy.
1.2. Automate collecting actionable insights to refine installation processes, improve staff performance, and elevate the retail experience.
1.3. Automatedly streamline customer follow-up, reduce manual intervention, and ensure consistent customer engagement post-install.

Trigger Conditions

2.1. Automated survey triggers once an installation completion is recorded within POS/CRM/order management systems.
2.2. Automate using event-based triggers (e.g., installation status changes to “completed”) or task closure via an API/webhook.
2.3. Automator checks duplicates, schedules optimal send time, and logs feedback responses for downstream reporting automation.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate SMS sending with the Message API using survey link, e.g., POST to /Messages with event trigger.
3.2. SendGrid
- Feature/Setting: Automate email surveys using Send API, defining triggers via Marketing Campaigns automation.
3.3. Salesforce
- Feature/Setting: Automate survey task creation post-install using Process Builder/Flow automation on installation completion.
3.4. HubSpot
- Feature/Setting: Workflow automation to automatedly send CSAT/NPS surveys via Service Hub Tickets API after deal moves to “Closed Won.”
3.5. Google Forms
- Feature/Setting: Automate prefill survey URL in email/SMS using Apps Script or Forms API on install completion trigger.
3.6. Mailchimp
- Feature/Setting: Automate survey campaigns via Campaigns API with triggers from customer tag updates.
3.7. Zendesk
- Feature/Setting: Automate follow-up surveys using Triggers/Automations and Satisfaction API on ticket solved event.
3.8. SurveyMonkey
- Feature/Setting: Automate new survey collector via Webhooks API on install completion event.
3.9. Microsoft Power Automate
- Feature/Setting: Automate survey sends using built-in connectors for Outlook, Forms, or SMS with a “When a record is updated” flow.
3.10. Intercom
- Feature/Setting: Automated in-app survey messages via Conversation Automation API on user event completion.
3.11. Typeform
- Feature/Setting: Automate with Response API/webhook integration to send personalized links post-install.
3.12. ActiveCampaign
- Feature/Setting: Automate follow-up email surveys using Automation Recipes triggered by deal stage or tags.
3.13. Aircall
- Feature/Setting: Automate post-call survey links via Webhooks for completed installation call dispositions.
3.14. Slack
- Feature/Setting: Automator posts survey reminder to internal channel via Incoming Webhooks when install marked complete.
3.15. Freshdesk
- Feature/Setting: Automate survey sends through Scenario Automations or Feedback Surveys API when ticket closes.
3.16. Zoho CRM
- Feature/Setting: Automate survey task using Workflow Rules triggered on custom install status field update.
3.17. Pipedrive
- Feature/Setting: Automate survey emails from deal workflow automation when stage set to installed/completed.
3.18. Shopify
- Feature/Setting: Automate post-purchase survey sends using Order Fulfillment webhook or Flow app.
3.19. Calendly
- Feature/Setting: Automate survey follow-up via Event Type webhooks after booking marked installed.
3.20. Klaviyo
- Feature/Setting: Automate email or SMS surveys via Flows, triggered by integration event upload or webhook.

Benefits

4.1. Automates feedback collection, ensuring immediate and unbiased customer responses.
4.2. Automatedly reduces human workload and errors, while maximizing customer engagement rates.
4.3. Automation centralizes customer data and optimizes follow-up for insights-driven decision-making.
4.4. Automator enables rapid response to negative feedback, improving customer retention.
4.5. Automating survey triggers ensures no customer is missed following installations, enhancing operational consistency.