Marketing & CommunicationPurpose
1.2. Automating feedback collection enables data-driven decisions, improves customer retention, and quickly resolves service issues.
1.3. Automation ensures consistent outreach, reinforces communication standards, and integrates feedback loops with CRM and marketing systems for continual store performance improvement.
Trigger Conditions
2.2. Automation initiates after invoice issuance or payment confirmation.
2.3. Triggered upon updating customer status to "discharged" or "fitted" in patient management systems.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate survey SMS via API /messages endpoint.
• Sample: Configure "Send message" flow post-purchase event with dynamic survey link.
3.2. SendGrid
• Feature/Setting: Automate email survey via "Send Email" API.
• Sample: Trigger transactional template upon new purchase detection.
3.3. Mailchimp
• Feature/Setting: Automates campaign with custom survey landing page.
• Sample: Trigger automation based on "List added" event.
3.4. SurveyMonkey
• Feature/Setting: Automate survey distribution via "Create Collector" API.
• Sample: Configure REST hook for new contacts with automated email link.
3.5. Microsoft Power Automate
• Feature/Setting: Automates chain action from POS to Outlook email or SMS.
• Sample: Set rule: if "Order Complete," then "Send survey."
3.6. HubSpot
• Feature/Setting: Automate survey as workflow email upon deal closure.
• Sample: Configure event-based automation in "Workflows".
3.7. Zoho CRM
• Feature/Setting: Automatedly send surveys using Zoho Survey via workflow rule.
• Sample: Rule: "Status = Sold" → "Send Zoho Survey Email."
3.8. Salesforce
• Feature/Setting: Automate with Process Builder to email surveys post-purchase.
• Sample: Create process: "Order → Complete" → "Send survey."
3.9. Google Forms+Apps Script
• Feature/Setting: Automatedly email unique Form links upon Google Sheet update.
• Sample: Apps Script triggers on new row.
3.10. Typeform
• Feature/Setting: Automates survey invitations via webhooks/API.
• Sample: Set up webhook: "New Purchase" → "Send Typeform."
3.11. Qualtrics
• Feature/Setting: Automate survey emails using XM Directory API.
• Sample: Trigger distribution after CRM status update.
3.12. ActiveCampaign
• Feature/Setting: Survey email automator via "Automations."
• Sample: Automation: "Purchase Tag added" → "Send survey."
3.13. Intercom
• Feature/Setting: Automates chat/email survey message post-purchase.
• Sample: Create trigger: "Order Created" → "Send Message."
3.14. WhatsApp Business API
• Feature/Setting: Automate message dispatch with quick-reply survey.
• Sample: POST /messages with survey template after order event.
3.15. Slack
• Feature/Setting: Automator for survey notifications to internal team.
• Sample: Set up incoming webhook on survey completion.
3.16. Freshdesk
• Feature/Setting: Automate satisfaction survey as ticket follow-up.
• Sample: Configure "Ticket closed" automation.
3.17. Zendesk
• Feature/Setting: Automated CSAT survey via Triggers & Automations.
• Sample: Rule: “Ticket Solved” → “Send Survey”.
3.18. Klaviyo
• Feature/Setting: Automate personalized post-purchase survey email.
• Sample: Triggered flow for "Placed Order" event.
3.19. Pipedrive
• Feature/Setting: Automate survey send-out upon deal win.
• Sample: Configure "Deal Closed" webhook to initiate email.
3.20. Jotform
• Feature/Setting: Automated email invitations when submission added to CRM.
• Sample: Use API to trigger email with survey link post-sale.
Benefits
4.2. Automation reduces administrative burden and human error.
4.3. Automating follow-up creates a seamless patient experience.
4.4. Centralized, automated feedback allows advanced analytics and rapid improvement cycles.
4.5. Automatable solution scales with business growth and integrates with existing retail healthcare systems.