Automated survey for client satisfaction post-delivery

Purpose

1. Automatically trigger and deliver a client satisfaction survey after completion and delivery of animation projects.

2. Collect actionable post-delivery feedback at scale to improve project quality, client relationship, and process refinement.

3. Centralize all responses in a single repository for analytics and reporting; reduce manual follow-up workload.

4. Ensure timely follow-up maximizes response rate and identifies latent issues post-delivery.

Trigger Conditions

1. Animation project status marked as “Delivered” in studio management software.

2. Final invoice closure in finance tool.

3. Manual flag by project manager upon file handoff.

4. Automated time-based trigger (e.g., 24 hours after delivery timestamp).

5. Confirmation email receipt by client.

Platform Variants

1. Twilio SMS

• Feature/Setting: Messaging API; configure SMS trigger with project closure webhook, template includes personalized survey link.
  

2. SendGrid

• Feature/Setting: Transactional Templates; API call set to send email survey on delivery event, dynamic fields used for client/project info.
  

3. Mailchimp

• Feature/Setting: Automated Customer Journey; entry trigger on project delivery, campaign configured with branded HTML survey.
  

4. SurveyMonkey

• Feature/Setting: Webhooks & Collectors API; programmatic creation/send of surveys, webhook receives delivery completion event.
  

5. Google Forms + Gmail API

• Feature/Setting: Gmail API sends email with Google Form link when project handoff flag is set; track responses via linked Sheets.
  

6. Typeform

• Feature/Setting: Typeform API; automates survey creation and invites via client’s email upon project marked complete in project tracker.
  

7. Microsoft Power Automate

• Feature/Setting: Flow setup to detect project closure in SharePoint, auto-send Microsoft Forms surveys via Outlook connector.
  

8. HubSpot

• Feature/Setting: Workflow Automation; delivery stage triggers a HubSpot survey email with personalization tokens.
  

9. Slack

• Feature/Setting: Workflow Builder or API; DM survey link to client in Slack when studio board status switches to “Delivered.”
  

10. Zendesk

• Feature/Setting: Triggers & Automations; ticket closure triggers CSAT survey using custom fields for animation project type.
  

11. Intercom

• Feature/Setting: Event-Based Messaging; send post-delivery NPS/CSAT email or in-app pop-up after animation project tag.
  

12. Salesforce

• Feature/Setting: Process Builder/Flow; stage change triggers custom survey sent via integrated email provider.
  

13. ActiveCampaign

• Feature/Setting: Automation Workflow; delivery tag applied starts “Feedback Survey” email sequence.
  

14. Freshdesk

• Feature/Setting: Ticket Automation; resolved ticket event sends feedback survey using satisfaction module.
  

15. Zoho Survey

• Feature/Setting: Zoho CRM workflow; delivery update sends Zoho Survey to client with pre-filled fields.
  

16. Jotform

• Feature/Setting: API/Integration; project completion triggers email with embedded Jotform survey via SMTP connector.
  

17. Airtable

• Feature/Setting: Automation; record update (delivered) sends personalized Airtable Form to client contact.
  

18. Monday.com

• Feature/Setting: Automations; board item moved to “Delivered” column sends template survey email via integrated Gmail/Outlook.
  

19. Notion

• Feature/Setting: API/Webhook; status change triggers email with Notion-linked survey for client to respond.
  

20. Pipedrive

• Feature/Setting: Workflow Automation; “Deal Won” triggers survey email, links to embedded Pipedrive form.
  

21. MailerLite

• Feature/Setting: Automated campaign; client added to “Delivered” group triggers custom survey campaign.
  

22. Trello

• Feature/Setting: Butler Automation; card moved to “Complete” activates API to send survey via email provider.
  

Benefits

1. Improves response timing and volume by instantly reaching clients post-delivery.

2. Enables scalable, consistent client experience — every project receives a survey.

3. Centralizes data for real-time analytics, allowing rapid team feedback loops.

4. Reduces manual workload and ensures no client is missed in follow-up.

5. Harvests specific feedback enabling continuous improvement and relationship management.