Survey and feedback collection workflows

Purpose

1. Automate survey and feedback collection after client appointments to improve service quality and client engagement for make-up artists in the beauty & wellness industry.

2. Automatedly deliver personalized feedback surveys via SMS, email, or chat, track responses, and aggregate data for marketing insights and client retention strategies.

3. Automate reminders for incomplete surveys and schedule follow-up communications based on feedback polarity.

Trigger Conditions

1. Booking completion: Automator triggers survey when appointment status is marked 'complete' by the artist or system.

2. Payment confirmation: Automation when payment is processed after a session.

3. Custom time-based automation: Automates survey send X hours after event.

4. Manual trigger: Artist initiates automated feedback collection via their dashboard.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS survey delivery using Programmable SMS API. Configure to send personalized survey link post-appointment.
  

2. SendGrid

• Feature/Setting: Automation using Send Email API to send templated feedback forms immediately after appointment.
  

3. Typeform

• Feature/Setting: Automatedly generate unique survey links with Create Form API for each client, embed tracking code for campaign attribution.
  

4. Google Forms

• Feature/Setting: Automate Google Forms creation with Forms API and send personalized invite via Mail Merge API.
  

5. SurveyMonkey

• Feature/Setting: Automate distribution of feedback forms with Collectors API; synchronize responses with CRM via Webhooks.
  

6. WhatsApp Business API

• Feature/Setting: Automate sending post-session survey links with Template Messages and receive response via automated chat integration.
  

7. Mailchimp

• Feature/Setting: Automate post-session emails using Automation Workflows and Survey Merge Tags.
  

8. HubSpot

• Feature/Setting: Automate contact enrolment in feedback workflow with Workflows tool; auto-tag feedback on client records.
  

9. Calendly

• Feature/Setting: Automate feedback email after appointment confirmation with Workflow Events API.
  

10. Zoho Survey

• Feature/Setting: Automate survey distribution and follow-up reminders using Zoho Survey API and automated email triggers.
  

11. Facebook Messenger

• Feature/Setting: Automate sending survey links using Send API; collect responses in Facebook Page inbox for aggregation.
  

12. Slack

• Feature/Setting: Automate direct message surveys using Slack Bot API after team booking for group sessions.
  

13. Microsoft Teams

• Feature/Setting: Automate feedback survey push to chat using Teams Bot Framework API after virtual/online makeup sessions.
  

14. Intercom

• Feature/Setting: Automate in-app survey popups after support chat closes using Custom Bots and Conversations API.
  

15. Salesforce

• Feature/Setting: Automate feedback request on client record update using Process Builder and Survey API integration.
  

16. ActiveCampaign

• Feature/Setting: Automate feedback follow-ups using Automation Builder and Custom Form API.
  

17. Pipedrive

• Feature/Setting: Automate survey email after deal marked as 'won' using Workflow Automation and Email API.
  

18. Shopify

• Feature/Setting: Automate survey send to post-service product purchasers using Order Fulfillment Webhook and Email API.
  

19. Monday.com

• Feature/Setting: Automate survey task creation for team members with Automations and Forms Integration features.
  

20. Freshdesk

• Feature/Setting: Automated satisfaction survey dispatch after ticket closure using Freshdesk Automations and Feedback Widget API.
  

21. Google Sheets

• Feature/Setting: Automate appending survey results with Sheets API and send Slack alert once a new response is collected.
  

22. Airtable

• Feature/Setting: Automate storing and analyzing feedback entries with Airtable Automations and Webhook triggers.
  

23. Telegram

• Feature/Setting: Automate survey link broadcast via Bot API to clients’ chat post-appointment.
  

Benefits

1. Automated survey delivery accelerates feedback cycles and enhances data reliability for marketing automation.

2. Automated reminders boost survey completion rates without manual follow-ups.

3. Automation ensures consistent and timely aggregation of client sentiment, aiding brand improvement and targeted promotional campaigns.

4. Automatable workflows reduce admin time, driving efficient CRM utilization.

5. Automated feedback loop identifies client trends, supporting automated re-engagement and loyalty offer triggers.