Post-sale customer satisfaction surveys

Purpose

  1.1. Collect actionable customer feedback after each sale to assess satisfaction, identify issues early, and enhance service delivery.
  1.2. Automate survey dispatch to every buyer post-purchase, standardizing feedback collection for wholesale arcade machine transactions.
  1.3. Provide analytics for management to monitor customer experience, retention risks, and opportunities for product improvement.
  1.4. Ensure compliance with privacy standards when managing customer contact and survey data.

Trigger Conditions

  2.1. New sales order completion entered into ERP, CRM, or order management system.
  2.2. Status change to ‘Order Shipped’ or ‘Order Delivered’ in business records.
  2.3. Reception of payment confirmation or invoice settlement.
  2.4. Lapse of a fixed time post-purchase (e.g., 7 days after delivery for user experience assimilation).

Platform Variants

  3.1. Twilio SMS
    • Feature/Setting: Use Twilio Messages API to send survey SMS; configure message template.
    • Sample: POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with survey link.
  3.2. SendGrid
    • Feature/Setting: Transactional Template Emails; auto-send with Dynamic Template API.
  3.3. Mailchimp
    • Feature/Setting: Automations for post-sale emails; set trigger as eCommerce order completed.
  3.4. SurveyMonkey
    • Feature/Setting: Create survey, use Send API to distribute; connect recipient list via API.
  3.5. Google Forms
    • Feature/Setting: Pre-fill customer info, share unique URL via automation.
  3.6. HubSpot
    • Feature/Setting: Workflow automation sends feedback form after deal moves to ‘Closed-Won’.
  3.7. Salesforce
    • Feature/Setting: Process Builder triggers email with survey when Opportunity marked ‘Closed-Won’.
  3.8. Zoho CRM
    • Feature/Setting: Automatic survey dispatch from workflow rules post-sale.
  3.9. Microsoft Power Automate
    • Feature/Setting: Schedule survey emails based on Dynamics 365 sales activities.
  3.10. Slack
    • Feature/Setting: Use Slack API chat.postMessage to deliver satisfaction surveys via DM.
  3.11. Typeform
    • Feature/Setting: Generate unique Typeform link; distribute using integration endpoint.
  3.12. Qualtrics
    • Feature/Setting: XM Directory triggers for post-purchase survey campaign.
  3.13. ActiveCampaign
    • Feature/Setting: Automations to send post-sale email surveys based on tag applied.
  3.14. Intercom
    • Feature/Setting: Auto message or survey triggered by a completed conversation or closed deal.
  3.15. Pipedrive
    • Feature/Setting: Workflow automation to send email with survey when deal marked won.
  3.16. Shopify
    • Feature/Setting: Use Shopify Flow to trigger survey email after fulfillment.
  3.17. Zendesk
    • Feature/Setting: Trigger survey using Satisfaction Automation after support ticket closure.
  3.18. Jotform
    • Feature/Setting: Use email notifications or API to send unique survey links.
  3.19. Klaviyo
    • Feature/Setting: Post-purchase flow to send satisfaction survey via email.
  3.20. Constant Contact
    • Feature/Setting: Automated Email Series fires survey message when new contact is tagged as purchaser.

Benefits

  4.1. Streamlines feedback gathering, reducing manual follow-up workload.
  4.2. Increases response rates through timely and personalized outreach.
  4.3. Enhances customer retention by addressing issues proactively.
  4.4. Provides performance analytics to guide product upgrades and sales strategy.
  4.5. Ensures consistent, audit-ready quality management for every wholesale customer.