Purpose
1.2. Ensures feedback requests are delivered systematically, reducing manual follow-up effort and closing the loop on support cases in organic farming businesses.
1.3. Supports consistent automating of customer engagement, leading to automated data collection for further analysis and process improvement.
1.4. Automated reminder flow integrates seamlessly with customer service, CRM, and communication systems, creating a robust backbone for continuous communication automation.
Trigger Conditions
2.2. Completion of issue resolution marked in CRM or service desk.
2.3. Automated internal workflow signaling case closure fires the reminder automation process.
Platform Variants
• Feature/Setting: Automate sending SMS via 'Messages' API; configure trigger on issue resolution to auto-send feedback reminder.
3.2. SendGrid
• Feature/Setting: Automates feedback emails using 'Mail Send' endpoint, triggered post-ticket resolution.
3.3. Mailgun
• Feature/Setting: Automate transactional feedback email via '/messages' API, with variables for personalization.
3.4. Slack
• Feature/Setting: Automated DM via 'chat.postMessage' after support ticket closed; configure bot channel integration.
3.5. Microsoft Teams
• Feature/Setting: Automation bot posts feedback reminders using 'Send message' connector after task marked resolved.
3.6. WhatsApp Business (via API)
• Feature/Setting: Automated reminder sent via 'messages' API after CRM ticket closure detected.
3.7. Zendesk
• Feature/Setting: Automates feedback request using 'Triggers' and 'Send a survey' API post-ticket solved.
3.8. HubSpot
• Feature/Setting: Workflow automation sends feedback form email when 'Ticket Status' updated to 'Closed'.
3.9. Salesforce Service Cloud
• Feature/Setting: Automated flow using 'Process Builder' or 'Flow Builder' fires feedback reminder on resolution.
3.10. Freshdesk
• Feature/Setting: Automation rule sends feedback email via 'dispatch contact' after ticket status is 'Resolved'.
3.11. Zoho Desk
• Feature/Setting: Workflow automator triggers automated feedback notification when request marked as solved.
3.12. Intercom
• Feature/Setting: Automated message rule sends in-app or email feedback prompt post-conversation.
3.13. Google Workspace (Gmail)
• Feature/Setting: Gmail API automates sending feedback emails with auto-populated templates post-support closure.
3.14. Outlook (Microsoft 365)
• Feature/Setting: Power Automate workflow for automated outgoing feedback mail upon service completion flag.
3.15. SurveyMonkey
• Feature/Setting: Automated survey links generated via 'Create Collector' API; sent directly after ticket resolved.
3.16. Typeform
• Feature/Setting: Automates personalized feedback form invitation using 'Create Response' API when ticket solved.
3.17. Monday.com
• Feature/Setting: Automates feedback collection via workflow automations using 'item updated' trigger.
3.18. Pipedrive
• Feature/Setting: Workflow automation to send feedback reminder via email after deal or ticket moves to 'Won' or 'Done'.
3.19. Jira Service Management
• Feature/Setting: Automation rule emails survey using 'Automation for Jira' when issue resolution status set.
3.20. Google Sheets
• Feature/Setting: Script automation to send feedback reminder emails, triggered from a status update within a spreadsheet.
Benefits
4.2. Automatedly collects actionable feedback data to guide process optimization and decision-making.
4.3. Reduces manual workload, improves accuracy, and enables scalable customer communication automation.
4.4. Promotes a culture of continuous improvement by automating the feedback loop after every resolution.
4.5. Automatable workflow integrates with multiple systems for omnichannel, hands-free feedback solicitation.