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Automated survey distribution after events

Purpose

1. Automated survey distribution after events ensures every participant receives feedback requests, capturing timely and complete insights regarding their experience at the adventure sports center.

2. Facilitates analysis of participant satisfaction, identifies areas for operational enhancement, and systematically compiles actionable data for management reporting.


Trigger Conditions

1. Event status marked as “completed” in booking management system.

2. Attendance log records client as “present” at event.

3. Lapse of predefined wait period (e.g., 1 hour post-event).

4. Availability of participant contact details (email, SMS, app push).

5. No prior survey sent for the same event instance.


Platform Variants

1. Twilio SMS

  • Feature/Setting: Use Twilio Messaging API (SendMessage endpoint) to send SMS with survey link to participant’s mobile number.
  • Sample Config: API call to POST /Messages with To, From, Body fields set dynamically.

2. SendGrid

  • Feature/Setting: Use SendGrid Mail Send endpoint to distribute personalized HTML survey invitations via email.
  • Sample Config: POST to /mail/send with dynamic templates and recipient injection.

3. Mailchimp

  • Feature/Setting: Engage Mailchimp Transactional API to trigger survey email campaign to event attendees.
  • Sample Config: Trigger transactional email with merge tags for custom survey links.

4. ActiveCampaign

  • Feature/Setting: Automated workflow using “Send Email” action with survey embedded.
  • Sample Config: Workflow triggers upon contact tag or post-event list update.

5. Slack

  • Feature/Setting: Scheduled message via Slack API chat.scheduleMessage posting feedback link to group/channel.
  • Sample Config: API call with channel, text, and post_at parameters.

6. SurveyMonkey

  • Feature/Setting: SurveyMonkey Collectors API to directly send survey invitations to provided contacts post-event.
  • Sample Config: Create email collector via POST /collectors with survey and recipient info.

7. Google Forms

  • Feature/Setting: Automated email with Google Form link using Gmail API send endpoint.
  • Sample Config: Draft and send message using batchModify with link to event-specific form.

8. Microsoft Outlook

  • Feature/Setting: Microsoft Graph sendMail API sends survey invite to user’s Outlook contacts.
  • Sample Config: Use POST /me/sendMail with structured email body containing survey link.

9. Airtable

  • Feature/Setting: Airtable Automation sends survey email when record status changes to “Event Completed.”
  • Sample Config: Trigger via record update, execute SendGrid/Mail API integration.

10. HubSpot

  • Feature/Setting: Workflow triggers “Send Survey” email post-event using HubSpot Marketing Email API.
  • Sample Config: POST /email/public/v1/email/send with dynamic content.

11. Zoho CRM

  • Feature/Setting: Zoho Workflow Rule triggers email template dispatch post-event using Send Mail task.
  • Sample Config: Rule on Event Status “Completed” > Send Template.

12. Salesforce

  • Feature/Setting: Process Builder automation fires survey invitation using Salesforce Email Alerts.
  • Sample Config: Automation on Event record triggers email alert.

13. WhatsApp Business API

  • Feature/Setting: Messages API template message sent to participants with survey link.
  • Sample Config: POST /messages with template and dynamic fields.

14. Typeform

  • Feature/Setting: Typeform Webhooks trigger email with form link upon event completion.
  • Sample Config: Event completion triggers webhook sending personalized link.

15. Calendly

  • Feature/Setting: Calendly Webhook on scheduled event completion initiates survey invite through preferred email/SMS service.
  • Sample Config: POST event-completion notification hooks into emailer API.

16. Intercom

  • Feature/Setting: Intercom Messages API sends in-app or email survey post-event.
  • Sample Config: POST /messages with user_id and email body.

17. Pipedrive

  • Feature/Setting: Workflow Automation sends survey link email when deal moves to “Event Completed.”
  • Sample Config: Action tied to pipeline stage update.

18. Gupshup

  • Feature/Setting: Messaging API sends SMS/WhatsApp survey invite leveraging contact details.
  • Sample Config: Integration call with campaign message template.

19. Mailjet

  • Feature/Setting: Mailjet Send API used to deliver event survey invitations at preset schedule.
  • Sample Config: POST /send with personalization variables.

20. Facebook Messenger

  • Feature/Setting: Messenger Send API template messages deliver survey links to registrants post-event.
  • Sample Config: POST /messages with payload including survey CTA button.

Benefits

1. Eliminates manual follow-up and ensures no attendee is missed.

2. Standardizes post-event engagement process and increases response rates.

3. Centralizes feedback for analysis, benchmarking, and reporting.

4. Enables rapid identification of service issues, supporting prompt corrective action.

5. Elevates participant experience and strengthens brand reputation via timely outreach.

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