Client satisfaction survey triggers

Purpose

1.1. Automate sending client satisfaction surveys after photography services to collect immediate feedback, improve service quality, bolster testimonials, and enhance client retention for aerial imaging professionals.
1.2. Collect actionable customer insights post-project to inform future offerings, address issues quickly, and maintain a positive brand reputation in the niche aerial imaging market.

Trigger Conditions

2.1. Completion of aerial photo delivery or project marked as closed in CRM.
2.2. Receipt of final payment or invoice status changed to “Paid.”
2.3. After a predefined number of days from service completion (e.g., 2 days post-delivery).
2.4. Positive client response in email/communication thread regarding delivered imagery.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automations > Customer Journey Builder; trigger: “Tag applied” (e.g., Project Complete) > Action: “Send Survey Email”.

3.2. HubSpot
• Feature/Setting: Workflows; trigger: Deal Stage = Closed Won > Action: “Send Survey Email” via Marketing Email tool.

3.3. SurveyMonkey
• Feature/Setting: “Automate Survey Invitation”; use API endpoint: /v3/collectors/{id}/messages > POST to send survey invites.

3.4. Google Forms (Gmail)
• Feature/Setting: Google Apps Script; trigger on Google Sheet row added (project complete log) > send pre-built Form link via Gmail API.

3.5. Twilio SMS
• Feature/Setting: Messaging API; trigger via webhook (service closed) > endpoint: POST /Messages to deliver SMS survey link.

3.6. Typeform
• Feature/Setting: Webhooks; trigger: completed project event > API endpoint: /forms/{form_id}/responses > collect answers.

3.7. Zendesk
• Feature/Setting: Triggers; condition: ticket type “Project Closed” > Action: “Send Satisfaction Survey” email.

3.8. Salesforce
• Feature/Setting: Process Builder; trigger: Opportunity Stage = Closed Won > Action: Email Alert with survey link.

3.9. ActiveCampaign
• Feature/Setting: Automations; trigger: “List Add” or “Tag Added” > Action: “Send Email” containing survey.

3.10. Constant Contact
• Feature/Setting: Automation Paths; trigger: Contact added to list “Completed Jobs” > Action: Send survey invitation.

3.11. Intercom
• Feature/Setting: Series Automation; trigger: User Tag “Project Done” > Action: Auto-message with survey or in-app prompt.

3.12. Calendly
• Feature/Setting: Workflow Automations; trigger: Event ends > Action: Send follow-up email with Google Form survey.

3.13. Zoho CRM
• Feature/Setting: Workflow Rules; trigger: Deal closed > Action: Send survey via Zoho Survey integration.

3.14. G Suite (Google Workspace)
• Feature/Setting: Apps Script; trigger in Sheets (status column “Delivered”) > Action: Gmail send survey email.

3.15. SendGrid
• Feature/Setting: Automated Email Sequences; trigger: Contact added to “Project Complete” segment > Action: Send survey template.

3.16. Slack
• Feature/Setting: Incoming Webhooks; trigger: Database updates > Action: Slackbot sends survey link to client DM.

3.17. Monday.com
• Feature/Setting: Automations; trigger: Item status changes to “Delivered” > Action: Send Pulse Email (survey link).

3.18. Airtable
• Feature/Setting: Automations; trigger: Record updated to “Complete” > Action: Send survey form link via email field.

3.19. Microsoft Power Automate
• Feature/Setting: Flows; trigger: Dynamics/Outlook “Project Closed” event > Action: Send Forms/Survey via Teams/Email.

3.20. Jotform
• Feature/Setting: Autoresponder Emails; trigger: Form submission confirming project completion > Action: Schedule follow-up survey.

Benefits

4.1. Ensures timely feedback with zero manual effort after every aerial imaging project.
4.2. Centralizes survey distribution across preferred client contact channels.
4.3. Facilitates rapid identification and resolution of any client concerns.
4.4. Strengthens client relations and boosts likelihood of referrals and repeat business.
4.5. Provides continuous data for marketing refinement and service improvement.