Reporting & Performance AnalyticsPurpose
1.2. Automatedly aggregate feedback from multiple sources—surveys, review sites, and internal touchpoints—to enable real-time automated monitoring and reporting of service quality.
1.3. Automate the generation of satisfaction score trends, identify bottlenecks in service, and support automated root-cause analysis for declining ratings.
1.4. Enable management to make data-driven decisions through automated dashboards and scheduled analytics reports.
Trigger Conditions
2.2. Automate on customer feedback submission via web form, email, or SMS.
2.3. Automate at specific intervals (weekly, monthly) for scheduled metric aggregation.
2.4. Automate when new reviews surface on public review platforms (Google, Yelp, Facebook).
2.5. Automate when key service KPIs fall below predefined thresholds.
Platform Variants
• Feature/Setting: Automated Survey Email/Push; Configure "Post-Case Automation" workflow and use "Survey Invitation Flow".
3.2. Zendesk
• Feature/Setting: Automate CSAT survey trigger from "Ticket Solved" automation and integrate "Explore" for dashboarding.
3.3. HubSpot Service Hub
• Feature/Setting: Automate survey using "Customer Feedback" tool and connect to "Reports" via workflow automation.
3.4. Microsoft Power Automate
• Feature/Setting: Automate survey distribution and visualization using Forms trigger and Power BI flow.
3.5. Google Forms + Google Sheets + Data Studio
• Feature/Setting: Automate Form Response trigger in Sheets; automated dashboards in Data Studio.
3.6. SurveyMonkey
• Feature/Setting: Automate feedback loop via Webhook API and results sent to analytics endpoints.
3.7. Typeform
• Feature/Setting: Automate API: /responses API to fetch data, automation via Zapier or direct integration.
3.8. Zapier
• Feature/Setting: Automate workflow: New feedback triggers multi-channel data sync and visualization.
3.9. Twilio SMS
• Feature/Setting: Automate feedback SMS using "Programmable Messaging" API and survey replies aggregation.
3.10. Intercom
• Feature/Setting: Automate customer satisfaction surveys post-chat; configure Auto Messages & Reports.
3.11. Facebook Graph API
• Feature/Setting: Automate review pull with /ratings endpoint and sync to internal databases.
3.12. Google My Business API
• Feature/Setting: Automate reviews retrieval via /accounts/{accountId}/locations/{locationId}/reviews.
3.13. Slack
• Feature/Setting: Automate incoming feedback bot using "Incoming Webhooks"; post metrics to channels.
3.14. Power BI
• Feature/Setting: Automate scheduled refresh of satisfaction dashboards linked to live CRM/Forms feeds.
3.15. Tableau
• Feature/Setting: Automate data source refresh through REST API and auto-generate visualizations.
3.16. Monday.com
• Feature/Setting: Automate status update and automated dashboard widget from form integrations.
3.17. Freshdesk
• Feature/Setting: Automate feedback collection using "Customer Satisfaction Automation" rules.
3.18. Mailchimp
• Feature/Setting: Automate satisfaction survey campaign automation and result segmentation.
3.19. Asana
• Feature/Setting: Automate satisfaction tagging using custom fields and webhook-triggered actions.
3.20. Pipedrive
• Feature/Setting: Automate post-deal activity trigger to request feedback via "Workflow Automation."
Benefits
4.2. Automates error-prone manual data entry, improves data integrity.
4.3. Automated dashboards accelerate decision-making and management responses.
4.4. Automating multi-source feedback ensures a comprehensive view of satisfaction.
4.5. Automation supports scalable satisfaction tracking as service volumes increase.
4.6. Automated alerting enables rapid reaction to negative trends, minimizing impact.