Scheduled member satisfaction surveys

Purpose

1. Automate the scheduled distribution, tracking, and analysis of member satisfaction surveys for building societies to increase member insights, service quality, and regulatory compliance.

2. Automate data syncing from core banking and CRM systems to maintain updated contact lists for survey targeting.

3. Automator sends follow-up notifications and reminders for non-respondents to automate higher response rates.

4. Automated collation and aggregation of feedback responses, automating reporting for branch management and compliance teams.

Trigger Conditions

1. Scheduled date/time triggers (e.g., monthly/quarterly).

2. New member account creation automates immediate post-joining surveys.

3. Trigger on mortgage closure events to automate post-service feedback.

4. Detect inactivity or complaint resolution to automate “check-back” surveys.

5. Workflow triggers from CRM status change (e.g., opportunity won/closed).

Platform Variants

1. Twilio SMS

• Feature: SMS API — automate survey delivery with POST /Messages; config example: set scheduledSendTime in API body.
  

2. SendGrid

• Feature: Email API — automates personalized survey invites via /mail/send endpoint; use dynamic templates for merging fields.
  

3. Mailchimp

• Feature: Campaign Scheduler — automate recurring email survey campaigns; use “Automated Email” workflow.
  

4. SurveyMonkey

• Feature: Webhooks + API — automate survey issuance using /collectors and trigger reminders by /recipients endpoints.
  

5. Google Forms

• Feature: Apps Script Triggers — automate sending form links via Gmail or Sheets on schedule, using time-driven triggers.
  

6. Microsoft Power Automate

• Feature: Automated workflow — automator to send Forms email and capture responses using trigger “Recurrence.”
  

7. Salesforce

• Feature: Process Builder/Flows — automate tasks to send surveys when member record is created/updated.
  

8. HubSpot

• Feature: Workflow Automation — automate sending NPS/custom surveys post-lifecycle actions.
  

9. Zoho CRM

• Feature: Scheduled Workflow — automate email or SMS survey post lead/customer status changes.
  

10. Qualtrics

• Feature: XM Directory/Automation — automate survey send outs based on segment lists with scheduled distribution.
  

11. Typeform

• Feature: Webhooks + Scheduled Email — automate survey sends via integrations (Zapier, Make) configured on new entries.
  

12. ActiveCampaign

• Feature: Automated Email Campaign — automate recurring or trigger-based campaign for satisfaction surveys.
  

13. Slack

• Feature: Scheduled Message API — automate internal notifications for pending survey reminders.
  

14. Intercom

• Feature: Auto Messages — automate in-app or email surveys when user completes specified actions.
  

15. Pipedrive

• Feature: Workflow Automation — automate survey email on deal moved to “won” or “lost” stage.
  

16. Freshworks CRM

• Feature: Smart Automation — automate survey sends as events in customer journey.
  

17. Zendesk

• Feature: Triggered Automations — automate survey send on ticket resolution.
  

18. Airtable

• Feature: Automations — automate survey emails using scheduled events; use “Send email” action.
  

19. Amazon SES

• Feature: SendBulkTemplatedEmail — automate batch email dispatch for surveys; configure scheduled Lambda/Cron for time-based automation.
  

20. SMSGlobal

• Feature: REST API — automate SMS survey invites and reminders; set schedule in request or trigger from backend events.
  

21. Bitrix24

• Feature: Workflow Automation — automate emails or SMS send for satisfaction surveys linked to CRM changes.
  

22. Monday.com

• Feature: Automations Center — automate email dispatch based on board updates or status changes.
  

23. Alchemer (SurveyGizmo)

• Feature: Automated Distribution/Scheduling — automate survey distribution based on respondent lists and recurring schedules.
  

Benefits

1. Automates continuous member sentiment analysis, helping optimize products and service delivery.

2. Ensures timeliness through automated reminders, maximizing response rates.

3. Reduces manual admin hours, freeing staff for high-value tasks via automation.

4. Automator enforces regulatory obligations for feedback collection and audit trails.

5. Enables rapid, automated identification of trends for proactive service improvements.

6. Scales automated survey campaigns across branches without incremental overhead.