Automated customer satisfaction survey distribution and aggregation

Purpose

1. Automate the end-to-end customer satisfaction survey process after insurance claims, policy changes, or support interactions.

2. Automatically send tailored surveys via preferred customer channels (email, SMS, chat, apps).

3. Aggregate response data in real time for actionable analytics and automated reporting.

4. Automating follow-ups for non-respondents to maximize feedback rates.

5. Automated tagging and categorization of feedback for sentiment analysis and escalations.

Trigger Conditions

1. Claim closure status registered in claims management system.

2. Policy update in core insurance CRM.

3. Completion of customer service ticket in helpdesk.

4. Scheduled interval triggers (e.g., quarterly check-ins).

5. In-app activity completion or specified customer journey stage.

Platform Variants

1. Twilio Programmable SMS

• Feature/Setting: Automate survey sending using Messaging API, set webhook for response collection. Sample: POST /Messages with customer phone.
  

2. SendGrid Email API

• Feature/Setting: Automate survey email sending using /mail/send; configure inbound parse for response capture.
  

3. Google Forms API

• Feature/Setting: Automated survey link generation; script response feed into Google Sheets.
  

4. SurveyMonkey Collectors API

• Feature/Setting: Automate survey creation/distribution; use Webhooks for automating aggregation.
  

5. Typeform API

• Feature/Setting: Launch surveys automatically via Typeform/create; automate exporting results via Typeform/responses.
  

6. Microsoft Power Automate

• Feature/Setting: Automate emails/SMS via Power Automate workflows; sync responses into SharePoint/List.
  

7. Salesforce Surveys

• Feature/Setting: Automate survey invitations from Salesforce Flow Builder; collect and analyze responses natively.
  

8. HubSpot Workflows

• Feature/Setting: Automate survey email/SMS with workflow triggers; utilize "Feedback Survey" action.
  

9. Qualtrics Survey API

• Feature/Setting: Automate survey delivery using Distributions; response aggregation via API/Responses.
  

10. Mailchimp Automations

• Feature/Setting: Set up automated survey campaign; track opens/clicks via Campaign Reports endpoint.
  

11. Zendesk Triggers

• Feature/Setting: Automate survey dispatch post-ticket resolution via Triggers/Automations; analysis with Zendesk Explore.
  

12. Intercom Custom Bots

• Feature/Setting: Automate in-app survey messages; response capture in Data Export.
  

13. Freshdesk Automations

• Feature/Setting: Automate customer follow-up surveys via Dispatch'r and Automation rules.
  

14. Google Sheets App Script

• Feature/Setting: Automate data push from responses into analytics dashboard.
  

15. Airtable Automations

• Feature/Setting: Automate survey distribution via "Send Email" action; responses appended to Airtable base.
  

16. ActiveCampaign Automations

• Feature/Setting: Automate personalized survey emails with "Send Email" automation; track engagement.
  

17. Zoho Survey API

• Feature/Setting: Automate survey sending using Integration API; aggregate data with Reports API.
  

18. Slack Bots

• Feature/Setting: Automate in-channel feedback survey delivery; sync responses via Webhooks.
  

19. Telegram Bot API

• Feature/Setting: Automate survey bot messages; aggregate replies using getUpdates.
  

20. Facebook Messenger Bots

• Feature/Setting: Automate survey flows; capture responses via Webhook Events API.
  

21. Pabbly Connect

• Feature/Setting: Automate cross-platform survey delivery using workflow builder integrations.
  

22. ClickSend SMS

• Feature/Setting: Automate SMS survey sending via REST API; collect delivery reports.
  

23. Survicate API

• Feature/Setting: Automate website/app survey popups; collect & send data via Survey Results API.
  

24. Alchemer (SurveyGizmo) API

• Feature/Setting: Automate survey distribution/capture with Alchemer REST API.
  

Benefits

1. Automatedly increases response rates by engaging customers promptly.

2. Automates feedback aggregation for instant dashboarding.

3. Reduces manual labor via automation of repetitive distribution tasks.

4. Automates escalation triggers based on negative feedback.

5. Ensures compliance and consistency in survey timing and format.

6. Automating multi-channel delivery covers all customer preferences, improving data completeness.

7. Enables continuous improvement through automated trend analytics.

8. Frees staff for higher-value work by automating follow-up and data entry.

9. Automates segmentation for targeted reporting and actionable insights.

10. Ensures surveys are always delivered at optimal moments in the customer journey through trigger-based automations.