Customer satisfaction survey triggers post-delivery

Purpose

 1.1. Automate sending tailored customer satisfaction surveys immediately after machinery delivery to measure client experience, capture actionable feedback, identify service gaps, benchmark satisfaction, and inform operations, marketing, and product development.
 1.2. Increase response rates and CX insights by contacting customers via preferred channels with punctual, personalized communications.
 1.3. Enable closed-loop feedback by rapidly identifying dissatisfied customers for prompt intervention and facilitate longitudinal analysis of service quality.

Trigger Conditions

 2.1. Machinery delivery status updated as "Delivered" in internal ERP/CRM or telematics system.
 2.2. Invoice completion or shipment confirmation event in order processing system.
 2.3. Proof of delivery submitted via electronic signature or mobile field app.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: SMS API, "Send Message" endpoint; configure with recipient’s number, message body (survey link), trigger on delivery event.
 3.2. SendGrid
  • Feature/Setting: Mail Send API, create template with dynamic fields for product, recipient, and call-to-action; automate on post-delivery.
 3.3. Mailchimp
  • Feature/Setting: Automated Email Journey, Event API "Order Delivered"; connect recipient info and embed survey link.
 3.4. HubSpot
  • Feature/Setting: Workflow Automation, trigger on ‘Deal Stage: Delivered’; action: send satisfaction email via template.
 3.5. Salesforce
  • Feature/Setting: Process Builder, trigger flow when Opportunity is "Closed – Delivered"; use Salesforce Surveys API.
 3.6. Microsoft Power Automate
  • Feature/Setting: Flow creation, trigger on update in Dynamics 365, send Outlook mail with Microsoft Forms embed.
 3.7. Zoho CRM
  • Feature/Setting: Workflow Rule, condition "Order Status = Delivered," action: custom function to send survey.
 3.8. SurveyMonkey
  • Feature/Setting: Webhooks, trigger survey distribution API when delivery event received.
 3.9. Qualtrics
  • Feature/Setting: API, "Distribute Survey" endpoint; integrate with ERP to automate invitation on event.
 3.10. Google Forms
  • Feature/Setting: Apps Script trigger on new Google Sheet entry (delivery log), auto-send email with survey link.
 3.11. Zendesk Sell
  • Feature/Setting: Automation triggers, send mail on "Deal Delivered" using Satisfaction Survey app.
 3.12. Freshdesk
  • Feature/Setting: Workflow Automator, on Ticket/Order close, send survey via Freshdesk Email API.
 3.13. Intercom
  • Feature/Setting: Series Automation, delivery event ingested via webhook, send customer survey.
 3.14. ActiveCampaign
  • Feature/Setting: Automation, trigger on contact custom field update ("Delivered"), action: send survey campaign.
 3.15. Typeform
  • Feature/Setting: API, "Send Survey," connect via webhook after delivery event capture.
 3.16. Pipedrive
  • Feature/Setting: Workflow Automation, deal marked as "Delivered," integrate with email system to send survey.
 3.17. SAP C4C
  • Feature/Setting: Workflow rules, trigger survey process after delivery in Sales Cloud.
 3.18. Oracle NetSuite
  • Feature/Setting: SuiteFlow Automation, event: Item Fulfillment, action: send customer feedback survey email.
 3.19. Smartsheet
  • Feature/Setting: Automation Workflow, delivered status row change, email trigger with survey invite.
 3.20. Slack
  • Feature/Setting: Incoming Webhooks, notify internal team of delivery, trigger customer DM with survey link via Slack API.

Benefits

 4.1. Maximizes feedback capture window; surveys are timely and contextually relevant.
 4.2. Increases response rates via multichannel, personalized outreach.
 4.3. Reduces manual workload for marketing/support by automating trigger and distribution.
 4.4. Enables fast escalation of negative feedback for retention efforts.
 4.5. Creates actionable, aggregated data for continuous improvement and product innovation.
 4.6. Strengthens customer relationship management with immediate engagement post-delivery.