Customer satisfaction survey distribution

Purpose

1.1. Automate distribution of post-service surveys to photography clients, ensuring real-time feedback on session satisfaction, service quality, communication, and deliverables.
1.2. Increase response rates by multi-platform reach (SMS, email, WhatsApp, etc.) tailored to client preferences.
1.3. Gather actionable insights to improve client experience, enhance reputation, and support marketing efforts with testimonials.

Trigger Conditions

2.1. Completion of a photography service marked in CRM or booking system.
2.2. Delivery of final images or project assets.
2.3. Manually flagged follow-up by account manager.
2.4. Workflow step “post-delivery” status update.
2.5. Time delay trigger — X hours/days after service completion.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable SMS API; send personalized survey links via automated text upon status “complete.”
3.2. SendGrid
• Feature/Setting: Transactional email API; configure triggered template to dispatch survey request.
3.3. ActiveCampaign
• Feature/Setting: Automation builder; create post-project workflow to email or SMS surveys.
3.4. SurveyMonkey
• Feature/Setting: Webhooks/API; auto-generate survey links per customer and collect analytics.
3.5. Google Forms
• Feature/Setting: Form submission trigger; use Sheets API to collect results, send individualized links.
3.6. Mailchimp
• Feature/Setting: Automated email campaign with merge tags for personalization; triggered on audience segment.
3.7. Zendesk
• Feature/Setting: Ticket status change triggers side email survey via API.
3.8. HubSpot
• Feature/Setting: Workflow automation; closed deal triggers survey email or SMS.
3.9. Intercom
• Feature/Setting: Event-based campaigns to prompt for feedback post-interaction in app or email.
3.10. WhatsApp Business API
• Feature/Setting: Triggered template messages with clickable survey links; compliance with opt-in.
3.11. Typeform
• Feature/Setting: API integration; unique survey URLs sent per completed service with response tracking.
3.12. Outlook 365
• Feature/Setting: Power Automate flow; sends survey email when meeting/project marked finished.
3.13. Zoho CRM
• Feature/Setting: Workflow rules; automate follow-up with survey via email or SMS.
3.14. Constant Contact
• Feature/Setting: Event-triggered email with dynamic content for survey invites.
3.15. Salesforce
• Feature/Setting: Process Builder or Flow; automate sending external survey links upon closed opportunity.
3.16. Calendly
• Feature/Setting: Workflow integration post-appointment; immediate survey link email.
3.17. Slack
• Feature/Setting: Automated direct message to client channel contact with embedded survey.
3.18. Facebook Messenger
• Feature/Setting: Messenger API; auto DM with survey invite after photography job update.
3.19. Microsoft Teams
• Feature/Setting: Adaptive cards; send survey link or quick poll in team chat with client.
3.20. Drip
• Feature/Setting: Automation rules; post-purchase or post-interaction triggers survey email or SMS.

Benefits

4.1. Timely, consistent feedback collection enhances customer satisfaction insight.
4.2. Increases survey response rates with multi-channel, personalized outreach.
4.3. Reduces manual effort and delays, freeing staff time for core tasks.
4.4. Enables continuous improvement loop via direct, actionable client feedback.
4.5. Aggregates testimonials and satisfaction data to support marketing and sales initiatives.