Customer satisfaction survey distribution post-sale

Purpose

1. Automate the distribution of customer satisfaction surveys post-sale for archery stores, enabling collection of customer feedback, improving service quality, increasing return rates, and identifying product and process improvements in the retail archery equipment sector.

2. Automatedly trigger survey delivery via multiple digital and communications channels, consolidating results for insightful analytics and ongoing service optimization with minimal manual intervention.

Trigger Conditions

1. Completed sale in POS/CRM or e-commerce platform.

2. Shipping status updated to "delivered".

3. Invoice marked as "paid" or "closed".

4. Account status updated to "active customer".

5. End of trial/demo for rental equipment.

6. Campaign/seasonal purchase period completion.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate survey link SMS sent by configuring Twilio Messaging API with customer phone and survey URL field mapping.
  

2. SendGrid

• Feature/Setting: Automates survey emails with dynamic fields via SendGrid’s Mail Send API and Templates, using personalized survey links.
  

3. SurveyMonkey

• Feature/Setting: Automating survey invitations using SurveyMonkey’s Send Collectors API endpoint, set to trigger on purchase completion.
  

4. Google Forms

• Feature/Setting: Autogenerated Google Form links distributed via Gmail API automation and unique customer identifiers for tracking.
  

5. HubSpot

• Feature/Setting: Automate post-sale workflows in HubSpot using custom workflows and survey task triggers integrated with contact records.
  

6. Zoho CRM

• Feature/Setting: Automatedly trigger Zoho Survey campaign via Zoho CRM workflow upon deal marked as "Won" or "Closed".
  

7. Mailchimp

• Feature/Setting: Automated post-purchase email campaign using Mailchimp’s Campaigns API and merge tags for personalized survey delivery.
  

8. Slack

• Feature/Setting: Automator posts direct messages with embedded survey links to customer community channels using Slack’s chat.postMessage API.
  

9. Microsoft Teams

• Feature/Setting: Automates message delivery via Teams’ webhook endpoint for corporate clients or large group sales.
  

10. Salesforce

• Feature/Setting: Automate custom process builder flow to trigger Salesforce Survey send action after sales opportunity closure.
  

11. ActiveCampaign

• Feature/Setting: Automated follow-up survey campaigns triggered by e-commerce integration using Automations and Survey Apps add-on.
  

12. Shopify

• Feature/Setting: Automate survey email post-purchase via Shopify Flow or webhook-triggered apps with custom survey URLs.
  

13. WooCommerce

• Feature/Setting: Automator triggers email or SMS with survey links post-order using WooCommerce hooks and REST API.
  

14. Pipedrive

• Feature/Setting: Automated activity creation and survey send using Pipedrive workflow automation when deal succeeds.
  

15. Constant Contact

• Feature/Setting: Automates survey emails using Constant Contact’s Campaigns API, filtered by purchase event triggers.
  

16. Typeform

• Feature/Setting: Autogenerates and distributes Typeform survey links with API-triggered sends on new transaction notifications.
  

17. Zendesk

• Feature/Setting: Automator sends satisfaction survey via custom trigger workflow after ticket marked as "solved".
  

18. Klaviyo

• Feature/Setting: Automated post-purchase flow using Klaviyo’s Flow Builder, activated after checkout success.
  

19. Intercom

• Feature/Setting: Automates in-app survey prompts/messages using Intercom’s post-event message feature tied to purchase.
  

20. AirTable

• Feature/Setting: Automator schedules survey delivery using AirTable Automation scripts that watch for new sales records.
  

21. Freshdesk

• Feature/Setting: Auto-triggers survey emails upon ticket closure using Freshdesk Automations with integrated survey links.
  

22. Google Sheets

• Feature/Setting: Automates survey distribution by using Apps Script to send personalized emails upon new row additions.
  

23. Marketo

• Feature/Setting: Automator triggers post-sale survey nurture emails via Smart Campaigns and Trigger Smart Lists.
  

Benefits

1. Automates customer feedback collection and increases consistency in engagement.

2. Reduces manual workload for staff and ensures every customer is surveyed.

3. Automator enhances speed of response, enabling real-time feedback management.

4. Enables automated integration of survey data with analytics and reporting systems.

5. Improves customer loyalty by showing proactive service, automatedly closing feedback loops.

6. Allows for scalable, automatable post-sale engagement workflows as the business grows.

7. Minimizes missed opportunities for process and inventory improvements by automating continual survey dispatch.