Purpose
1. Automate the distribution, collection, and analysis of investor satisfaction surveys post-meeting/report.
2. Automate reminders for survey completion, and automate aggregation of results for actionable insights.
3. Automating communication of outcomes or addressing flagged feedback to the Investor Relations team.
4. Ensure automated, timely follow-up to maintain high investor satisfaction and compliance.
Trigger Conditions
1. Automated trigger post-investor meeting or report dispatch.
2. Scheduled automation trigger (e.g., monthly/quarterly events).
3. Manual trigger by Investor Relations staff for ad-hoc surveys.
4. Automated re-trigger if no survey response after X days.
Platform Variants
1. Twilio SMS
• Feature/Setting: Automate survey links via SMS; Configure programmable SMS API to send personalized links.
2. SendGrid
• Feature/Setting: Automate survey invitations/emails; Use Send Email API with merge fields for name and unique survey link.
3. Google Forms
• Feature/Setting: Automate form response collection; Use Forms API to auto-generate and send unique links.
4. Microsoft Power Automate
• Feature/Setting: Automate survey flow; Use Survey Trigger to schedule and send surveys, aggregate responses in SharePoint.
5. SurveyMonkey
• Feature/Setting: Automate sending and tracking via Send Survey API; automate response data extraction with Webhooks.
6. Typeform
• Feature/Setting: Automate survey distribution; API to automate form creation, retrieval, and trigger emails automatically.
7. HubSpot
• Feature/Setting: Automate workflows; Use Marketing Automation or Feedback Survey API for investor lists.
8. Mailchimp
• Feature/Setting: Automate campaign emails; use Automation API to send surveys and automate follow-up reminders.
9. Salesforce Marketing Cloud
• Feature/Setting: Automate survey journey; integrate with Survey APIs and trigger flows post-investor engagement.
10. Zapier
• Feature/Setting: Automate multi-platform survey chains; create Zaps from event triggers to email/text survey delivery.
11. Slack
• Feature/Setting: Automate internal alerts for new responses; Incoming Webhooks to post to #investor-feedback channel.
12. Zendesk
• Feature/Setting: Automate investor follow-up tickets; use Zendesk Tickets API to auto-create tasks if survey feedback is negative.
13. Airtable
• Feature/Setting: Automate survey response database; use Airtable API to collect/store/analyze satisfaction data.
14. Google Sheets
• Feature/Setting: Automate results collation; Google Sheets API auto-add responses and trigger analysis scripts.
15. Microsoft Teams
• Feature/Setting: Automate response notifications; utilize Teams Integration API for instant alerts on new feedback.
16. Qualtrics
• Feature/Setting: Automate feedback cycles; use Qualtrics Survey API for dispatch, collection, and analytics.
17. Constant Contact
• Feature/Setting: Automate branded investor surveys; API-driven automation for segmented delivery.
18. Zoho Survey
• Feature/Setting: Automate survey flow; use Zoho Survey API for automated send and reporting.
19. Trello
• Feature/Setting: Automate feedback workflow; Trello API to auto-create cards for each critical response.
20. Monday.com
• Feature/Setting: Automate investor feedback management; utilize API to organize responses and set automated actions.
21. Pipedrive
• Feature/Setting: Automate survey campaign tracking; Pipedrive API to log outreach and automate follow-ups.
22. Intercom
• Feature/Setting: Automate survey chat prompts; use Intercom API for in-app or email surveys to investors.
Benefits
1. Automating survey processes reduces manual errors and accelerates investor feedback cycles.
2. Automated reminders maximize completion rates and actionable investor insights.
3. Automation ensures consistent, regulatory-compliant engagement and documentation.
4. Automated satisfaction tracking enables real-time escalation of issues to Investor Relations.
5. Automating data collection centralizes analytics for continuous improvement and reporting.
6. Automated omnichannel campaigns ensure outreach via investor-preferred communication channels.
7. Automator scripts standardize the survey process across investor categories and events.
8. Automatedly generated insights support strategic decision-making and relationship management.
Investor Relations and Communications