Marketing & Client RetentionPurpose
1.2. Automates collection of client feedback to improve services, ensure client satisfaction, and gather testimonials for marketing purposes.
1.3. Standardizes client retention strategy by automating timely outreach, eliminating manual effort, reducing errors, and enabling data-driven improvements.
1.4. Automating survey delivery ensures every completed project is followed up, tracking NPS, CSAT, and soliciting referrals or reviews.
Trigger Conditions
2.2. Automatedly triggered by calendar milestone or final invoice paid.
2.3. Automating based on assigned checklist—‘Send Survey’ box marked complete.
2.4. Manual trigger for cases requiring bespoke timing, queued and automatedly sent via workflow.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate sending SMS with survey link via Twilio Programmable Messaging API (`POST /Messages`).
3.2. SendGrid
• Feature/Setting: Automate survey email via SendGrid Mail Send API (`POST /mail/send`).
3.3. Mailchimp
• Feature/Setting: Automated campaign; trigger automation with pre-built survey template.
3.4. HubSpot
• Feature/Setting: Automate follow-up using Workflow automator; use Survey Tool; trigger with project completion property.
3.5. Google Forms
• Feature/Setting: Automate form delivery via Gmail API or AppScript on Google Sheets project tracker update.
3.6. Typeform
• Feature/Setting: Automated survey invitations via Typeform Responses API (`/forms/{form_id}/responses`) and email integration.
3.7. SurveyMonkey
• Feature/Setting: Automate collector creation and responses tracking via SurveyMonkey API (`/v3/surveys`) with automated email send.
3.8. Microsoft Outlook
• Feature/Setting: Automate survey email via Outlook Flow/Power Automate connector; send on project completion event.
3.9. Zapier
• Feature/Setting: Automate multi-step workflow; trigger “New Project Completed” and send survey via email, SMS, or web.
3.10. Slack
• Feature/Setting: Automate follow-up message with survey link to client workspace via Slack Bot API.
3.11. Salesforce
• Feature/Setting: Automate survey task creation with Salesforce Flow or Survey feature; email automation from completed Opportunity.
3.12. ActiveCampaign
• Feature/Setting: Automated follow-up with survey via automated series/automation builder on contact tag/project completion.
3.13. Zoho CRM
• Feature/Setting: Automate workflow rule to send Zoho Survey on Deals marked as closed/won.
3.14. Airtable
• Feature/Setting: Automate survey email via Airtable Automations or Webhooks on updated “Status” field.
3.15. Constant Contact
• Feature/Setting: Automated email send; use EventSpot for timed survey send post-project.
3.16. Pipedrive
• Feature/Setting: Automation when deal moves to “Done”; send survey via connected mail.
3.17. Monday.com
• Feature/Setting: Automate survey link send via notification/email automation on item status change.
3.18. Asana
• Feature/Setting: Automate using Rules/Integrations; send survey when task marked completed.
3.19. Intercom
• Feature/Setting: Automate survey message in chat or email post-project closure via automated campaign.
3.20. WhatsApp Business API
• Feature/Setting: Automate survey invitation via message template for clients using WhatsApp Number API.
3.21. Trello
• Feature/Setting: Automate email/SMS survey on card movement to “Completed” list using Butler/PowerUp.
3.22. Jotform
• Feature/Setting: Automate Jotform survey link sharing through email integration triggered from CRM/project tracker.
3.23. ClickSend
• Feature/Setting: Automate survey invitations via SMS API triggered from CRM update.
Benefits
4.2. Accelerates feedback collection, allowing automated analysis and faster response to service issues.
4.3. Enhances retention and referral rates with automated timing for optimal engagement.
4.4. Supports scaling, enabling automating outreach as client/project counts grow.
4.5. Improves quality control and client experience with consistent, automated follow-up communications.