Auto-generation of post-visit feedback surveys

Purpose

1.1. Automate the post-visit feedback collection workflow for handicraft museums, enabling immediate responses while automating feedback invitations for every visitor to optimize visitor engagement and automate insights gathering.
1.2. Implementing automated delivery of surveys automates the process of obtaining structured feedback, automating data analysis, automating reporting to marketing teams, and automating personalized follow-ups.
1.3. Automating this process ensures all segments, including group and individual visitors, receive timely, relevant, automatedly-generated survey links matched to their visit details.

Trigger Conditions

2.1. Automated trigger upon ticket scan-out at the museum exit or via an automated time-based delay post-ticket validation.
2.2. Visitor record in CRM marked as "visited" automatically initiates automated delivery.
2.3. Manual override for on-demand, automating bulk delivery after special events.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate API v2 "Messages" endpoint; configure automated SMS with dynamic survey links.
3.2. SendGrid
• Feature/Setting: Automate "Mail Send" v3 API; automator triggers email containing survey URL.
3.3. Mailchimp
• Feature/Setting: Automated Journey; trigger sends feedback email using audience segment automation.
3.4. SurveyMonkey
• Feature/Setting: Automate "Send Survey" API; automator configures contact upload and automated invitations.
3.5. Typeform
• Feature/Setting: Automate webhooks to initiate survey upon event; automating unique link tracking.
3.6. Google Forms
• Feature/Setting: Automate email or SMS distribution via Google Apps Script or Forms API.
3.7. Airtable
• Feature/Setting: Automate scripting block; populate contacts, then automate bulk email invitations.
3.8. HubSpot
• Feature/Setting: Workflow automator triggered on property change ("Visited"), automatedly sends survey email.
3.9. Salesforce
• Feature/Setting: Process Builder or Flow automates survey invitation on lead status update.
3.10. ActiveCampaign
• Feature/Setting: Automate CRM trigger, automates survey drip via automated campaign.
3.11. Zoho CRM
• Feature/Setting: Workflow Rule automates email or SMS sending based on visitor attendance update.
3.12. Microsoft Power Automate
• Feature/Setting: Automate event trigger from SharePoint/Excel/Dataverse to launch feedback email/SMS.
3.13. WhatsApp Business API
• Feature/Setting: Automate template message post-visit via approved WhatsApp API endpoint.
3.14. Slack
• Feature/Setting: Automated bot posts internal team notification on survey dispatch for oversight.
3.15. Intercom
• Feature/Setting: Automated post-visit chat message with survey link to recent visitors.
3.16. Gmail
• Feature/Setting: Automate sending personalized emails using Apps Script triggered by event.
3.17. Pipedrive
• Feature/Setting: Automate workflow to email survey link when deal/person status set to "Visited".
3.18. Constant Contact
• Feature/Setting: Automate contact list triggers an automated feedback campaign.
3.19. Jotform
• Feature/Setting: Automate invitation via email, configure autoresponder on form submission.
3.20. Freshdesk
• Feature/Setting: Automate customer outreach using scenario automator post-visit.

Benefits

4.1. Streamlines operational efficiency via automated feedback collection, reducing manual effort.
4.2. Automated outreach increases response rates and completeness of data.
4.3. Enables real-time insight automation for marketing and visitor engagement.
4.4. Automates personalized communication, enhancing visitor satisfaction.
4.5. Automator enables scalable follow-ups and continuous improvement based on automated survey data.
4.6. Supports omnichannel automation, reaching visitors across preferred messaging platforms.
4.7. Facilitates automatable integration with CRM, analytics, and reporting tools.