Automated customer satisfaction surveys post-installation

Purpose

1. Collect structured feedback from amusement park clients after installation of rides to measure satisfaction, identify issues, and optimize service quality.

2. Enable automatic, timely outreach at the end of project delivery to improve customer sentiment and drive testimonials.

3. Aggregate feedback for analytics on installation teams, ride types, and regional performance.

4. Offer incentives and resolve issues fast, reducing negative public reviews.

5. Enhance marketing with real customer quotes post-installation.

Trigger Conditions

1. Completion of installation status in project management system.

2. Digital sign-off or e-signature received from client.

3. Invoice marked as paid in accounting platform.

4. Entry marked as "go live" in CRM.

5. Manual trigger by site supervisor via mobile app.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS API — configure outgoing survey text when install status = completed.
  

2. SendGrid

• Feature/Setting: Transactional Email API — send branded survey with customer merge fields and custom links.
  

3. SurveyMonkey

• Feature/Setting: Create collector link API — generate unique survey link for each installation event.
  

4. Google Forms

• Feature/Setting: Pre-fill API — pre-populate customer details, embed link in automated email.
  

5. Typeform

• Feature/Setting: API Response Webhooks — push survey submission data to analytics system.
  

6. Salesforce

• Feature/Setting: Process Builder — trigger survey email/sms on opportunity stage change.
  

7. HubSpot

• Feature/Setting: Workflow automation — send survey email when deal moves to "closed-won".
  

8. Pipedrive

• Feature/Setting: Activity automation — auto-create task to send survey after installation completion.
  

9. Zendesk

• Feature/Setting: Triggers — send survey to requester when ticket (installation) is marked as solved.
  

10. Freshdesk

• Feature/Setting: Automation rules — dispatch follow-up survey via email on ticket resolution.
  

11. Mailchimp

• Feature/Setting: Automated Campaigns — schedule and send post-installation feedback requests.
  

12. ActiveCampaign

• Feature/Setting: Post-sale automation workflows — assign survey outreach based on contact actions.
  

13. Microsoft Power Automate

• Feature/Setting: Flow trigger — initiate survey upon SharePoint project close.
  

14. Slack

• Feature/Setting: Scheduled message API — prompt internal reminders to send survey.
  

15. Airtable

• Feature/Setting: Automation scripts — track survey dispatch per client install record.
  

16. Zapier

• Feature/Setting: Multi-path automation — integrate install triggers with survey delivery and follow-up.
  

17. Google Sheets

• Feature/Setting: App Script — append new rows with fulfilled installation, automatically send survey link.
  

18. Monday.com

• Feature/Setting: Automation recipe — upon item status changed to “installed”, send email survey.
  

19. Qualtrics

• Feature/Setting: Survey Distribution API — mass-send customer satisfaction surveys with tracking.
  

20. Intercom

• Feature/Setting: Custom Bots — prompt users for feedback after support or install completion.
  

21. WhatsApp Business API

• Feature/Setting: Template Message — deliver survey link via WhatsApp post-install.
  

22. Klaviyo

• Feature/Setting: Flows — trigger survey email after transactional event.
  

Benefits

1. Ensures every customer encounter is measured and actionable feedback is recorded.

2. Reduces manual work by automating all outreach and follow-up workflows.

3. Provides real-time analytics on customer satisfaction.

4. Enables rapid response to negative feedback for reputation management.

5. Creates ongoing opportunities for up-sells based on positive responses and testimonials.

6. Supports compliance and quality certifications with auditable proof of client engagement.

7. Scalable for multi-location amusement ride installations.

8. Enhances future marketing with data-driven narrative from customer insights.