Survey distribution for customer feedback

Purpose

1.1. To systematically distribute post-service or project feedback surveys to clients within the aeronautical engineering sector.
1.2. Collect structured data on client satisfaction, project outcomes, communication, and retention opportunities.
1.3. Enable longitudinal tracking of client perceptions for continuous improvement and competitive differentiation.
1.4. Facilitate timely resolution of client issues through automated alerts and escalations based on survey responses.
1.5. Integrate feedback loops directly into marketing and client retention workflows.

Trigger Conditions

2.1. Completion of an engineering project milestone or deliverable.
2.2. After a client meeting or interaction logged in CRM.
2.3. Scheduled intervals (e.g., quarterly, post-engagement review periods).
2.4. On receipt of customer request marked as resolved/closed.
2.5. Based on predefined client status updates in project management software.

Platform Variants

3.1. SurveyMonkey
• API: /v3/surveys/send
• Function: Push personalized survey link after project completion.
3.2. Typeform
• API: /forms/{form_id}/responses
• Function: Distribute custom-branded feedback forms via email trigger.
3.3. Google Forms
• Setting: Use Apps Script to trigger email/send form links post-event.
3.4. Microsoft Forms
• API: Graph /me/forms/send
• Function: Directly email survey from within Microsoft ecosystem.
3.5. Zoho Survey
• API: /sendinvite
• Function: Automate survey distribution through completed project workflow.
3.6. Qualtrics
• API: /response-distributions
• Function: Send respondent-specific survey distributions on event triggers.
3.7. SurveyGizmo (Alchemer)
• API: /surveydistribution
• Function: Automate feedback requests based on CRM data changes.
3.8. JotForm
• Integration: Email automation after client database update.
3.9. Mailchimp
• API: /automations/emails
• Function: Send survey links in post-service campaigns.
3.10. Constant Contact
• API: /campaigns/send
• Function: Launch survey request via contact segment automation.
3.11. HubSpot
• Workflow: Trigger survey invitations post-ticket closure.
3.12. Salesforce
• Flow: Survey distribution on project or opportunity close.
3.13. Twilio SendGrid
• API: /mail/send
• Function: Deliver survey invites via transactional email.
3.14. Slack
• API: chat.postMessage
• Function: Distribute internal feedback surveys to engineering teams.
3.15. LinkedIn Messaging
• API: /messaging/conversations
• Function: Personalized follow-up survey delivery to key account contacts.
3.16. WhatsApp Business API
• Endpoint: /messages
• Function: Send surveys via direct message to opted-in customers.
3.17. Zendesk
• Trigger: Survey after ticket closure via email integration.
3.18. Freshdesk
• Automation: Send survey emails on resolved ticket status.
3.19. Pipedrive
• Workflow Automation: Survey email on deal closure.
3.20. ActiveCampaign
• Automation Trigger: Send survey after customer tag is added for project completion.
3.21. Airtable
• Script: Automated emails with survey link based on project status field change.
3.22. Monday.com
• Integration: Send survey forms to clients at completion of board item.

Benefits

4.1. Ensures prompt and systematic feedback collection post-service.
4.2. Reduces manual administrative workload and human error.
4.3. Enables real-time escalation of negative feedback to management teams.
4.4. Improves data consistency across platforms via unified automation.
4.5. Enhances client satisfaction, retention, and evidence-driven process improvements.