Feedback request workflows post-transaction

Purpose

1.1. Automate the collection of customer feedback post-transaction at Crypto ATMs for continual service improvements and regulatory compliance.
1.2. Automating feedback requests enhances user engagement, brand trust, and delivers actionable insights for support and marketing.
1.3. Automates timely outreach via diverse channels (SMS, email, messaging apps, on-site pop-ups) immediately after ATM interaction.
1.4. Enables segmented and personalized automator campaigns based on transaction value, frequency, or customer type.

Trigger Conditions

2.1. Trigger automation instantly upon crypto ATM transaction completion (e.g., receipt issued, withdrawal, purchase confirmation).
2.2. Trigger based on transaction amount threshold for prioritized feedback automation.
2.3. Automate based on customer loyalty or repeat ATM usage (using customer CRM record recognition).
2.4. Conditional triggers based on transaction time, day, or specific location.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS via Programmable Messaging API; configure with "Send Message" endpoint using customer phone data.
3.2. SendGrid
• Feature/Setting: Automate email delivery post-transaction using "Mail Send" API; configure with dynamic user and transaction data.
3.3. Mailgun
• Feature/Setting: Automate triggered feedback email campaigns with "Messages API"; set up transactional templates.
3.4. Slack
• Feature/Setting: Automate internal notification to staff for manual follow-up in "Incoming Webhooks"; configure for specific ATM actions.
3.5. Zendesk
• Feature/Setting: Automate ticket creation via "Create Ticket" API for feedback collected; map conversation to customer.
3.6. Salesforce
• Feature/Setting: Automate logging of feedback in “Create Record” API for Contacts or Cases modules post-ATM use.
3.7. HubSpot
• Feature/Setting: Automate feedback workflows by triggering "Create Engagement" API after ATM transaction completion.
3.8. Google Sheets
• Feature/Setting: Automate storing all responses via “Append values” API for analysis/auditing.
3.9. Airtable
• Feature/Setting: Automate saving structured feedback in a base via “Create Record” API in Feedback table.
3.10. WhatsApp Business API
• Feature/Setting: Automate sending feedback requests using the “messages” endpoint to customer numbers.
3.11. Intercom
• Feature/Setting: Automate in-app and email feedback surveys using the “Conversations” or “Messages” API.
3.12. SurveyMonkey
• Feature/Setting: Automate survey invitations via "Send Survey" API with dynamic transaction personalization.
3.13. Microsoft Teams
• Feature/Setting: Automate feedback alerts to ATMs manager via “Incoming Webhook” on transaction triggers.
3.14. Zoho CRM
• Feature/Setting: Automate feedback activity creation in Leads/Contacts using "Add Note" or "Create Task" API.
3.15. Freshdesk
• Feature/Setting: Automate feedback tickets for customer service via "Create Ticket" function.
3.16. Facebook Messenger
• Feature/Setting: Automate sending automated request via "Send API" for post-ATM engagement.
3.17. Telegram Bot API
• Feature/Setting: Automate bot messages for surveys via “sendMessage” endpoint after ATM use.
3.18. Typeform
• Feature/Setting: Automate sharing survey links via API, embedding transaction context parameters.
3.19. Pipedrive
• Feature/Setting: Automate new activity creation related to feedback via “Add Activity” API.
3.20. ActiveCampaign
• Feature/Setting: Automate email or SMS feedback workflows using “Automations” API, triggered from transaction events.
3.21. Klaviyo
• Feature/Setting: Automate feedback campaigns using "Send Flow" feature, tailored for segment or one-off trigger.
3.22. Monday.com
• Feature/Setting: Automate feedback workflow items via integration with "Create Item" API for tracking resolution.
3.23. Jotform
• Feature/Setting: Automate form distribution via API upon transaction confirmation.

Benefits

4.1. Automates feedback collection to maximize response rates and timing; eliminates manual follow-up.
4.2. Ensures automator-driven consistency and regulatory audit trails.
4.3. Enables scalable, continuous improvement for cryptocurrency ATM customer experience.
4.4. Provides actionable, automatable data for sales, marketing, and support optimization.
4.5. Improves customer retention through automated personalized engagement, driving repeat ATM use.