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Automated survey and research execution

Purpose

 1.1. Execute multi-channel surveys and research to gauge alternative fuel station customer preferences, satisfaction, market trends, competitor benchmarking, and awareness levels.
 1.2. Automate survey distribution, response collection, aggregation, and data analysis for actionable marketing insights.
 1.3. Enable tailored communications, targeted campaigns, and rapid iteration in marketing strategies for retail energy businesses focused on alternative fuels.

Trigger Conditions

 2.1. Scheduled intervals (weekly, monthly).
 2.2. Launch of new fuel products or services.
 2.3. Post-visit follow-up, transaction completion, or support ticket closure.
 2.4. Manual initiation by marketing team.
 2.5. Response thresholds from prior surveys not met.

Platform Variants


 3.1. Twilio SMS
  • Feature: Messaging API — Configure ‘/Messages’ endpoint for survey link broadcast.
  • Sample Config: Set trigger=SURVEY_CAMPAIGN, body variable=url, recipient list=customers.

 3.2. SendGrid
  • Feature: Mail Send API — Send personalized HTML survey emails.
  • Sample Config: /v3/mail/send endpoint, dynamic template for survey.

 3.3. Typeform
  • Feature: Responses API — Create/update surveys, fetch results.
  • Sample Config: /forms/{form_id}/responses GET request post-campaign.

 3.4. Google Forms
  • Feature: Scripted response collection via Apps Script triggers.
  • Sample Config: Trigger survey slot at post-transaction; append response to Sheets.

 3.5. SurveyMonkey
  • Feature: Webhooks and Collector API — Automate collection/alerts.
  • Sample Config: Configure webhook for new_responses; auto-push to CRM.

 3.6. Microsoft Forms
  • Feature: Form Submission Trigger and Responses API.
  • Sample Config: Automate data transfer to SharePoint for analytics.

 3.7. Qualtrics
  • Feature: Responses API — Retrieve/export survey outcome.
  • Sample Config: Schedule automated exports on completion.

 3.8. Slack
  • Feature: Incoming Webhooks for team alert; Slack surveys using Block Kit.
  • Sample Config: Send immediate Slack notification on threshold breach.

 3.9. Salesforce
  • Feature: Marketing Cloud Surveys configuration; automate follow-up activities.
  • Sample Config: Flow triggers on ‘survey submitted’ event.

 3.10. HubSpot
  • Feature: Feedback Surveys API — Integrate custom surveys; map contacts.
  • Sample Config: Automate event-based survey launch (purchase complete).

 3.11. Zapier
  • Feature: Multi-app survey trigger/workflow builder.
  • Sample Config: Connect Google Forms with Mailchimp for segmentation.

 3.12. Mailchimp
  • Feature: Campaign API — Deliver survey invitations and reminders.
  • Sample Config: Segmented email survey to EV drivers.

 3.13. Airtable
  • Feature: Web form intake and record automation.
  • Sample Config: Automatically archive survey responses to table.

 3.14. JotForm
  • Feature: Webhooks and Reports builder.
  • Sample Config: Trigger webhook to push new responses to analytics dashboard.

 3.15. Zoho Survey
  • Feature: Webhook automation on submission; CRM integration.
  • Sample Config: Send follow-up SMS on low satisfaction scores.

 3.16. Alchemer (SurveyGizmo)
  • Feature: API-driven response export and event tracking.
  • Sample Config: Auto-sync results overnight to central data lake.

 3.17. Klaviyo
  • Feature: Dynamic survey emails and Smart Sending scheduling.
  • Sample Config: Send survey post-product announcement.

 3.18. Intercom
  • Feature: Messenger bot-triggered mini-surveys.
  • Sample Config: Pop-up micro-survey after live chat resolution.

 3.19. Pipedrive
  • Feature: Workflow Automations — Launch survey after account update.
  • Sample Config: Trigger outreach survey on contact status change.

 3.20. Facebook Messenger
  • Feature: Send API — Automate survey via chatbot flows.
  • Sample Config: Messenger bot sends survey after onsite check-in.

Benefits

 4.1. Increases survey reach and response rate via multichannel delivery and follow-up.
 4.2. Reduces manual effort in launching, collecting, and processing research data.
 4.3. Delivers rapid actionable insights for targeted and timely marketing adjustments.
 4.4. Ensures data consistency, aggregation, and compliance across business units.
 4.5. Enables continuous, adaptive market and customer knowledge for energy retail decisions.

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