Purpose
1.2. Ensure feedback is gathered regularly, responses are anonymous, results are aggregated for leadership, and recurring trends are flagged for management review.
1.3. Facilitate survey scheduling, distribution, reminders, collection, secure storage, analysis, and reporting using a variety of digital channels and formats as suited to the staff demographic.
Trigger Conditions
2.2. Manual trigger by HR/management for targeted survey waves.
2.3. Event-based, such as after staff meetings, onboarding completions, or major program changes.
2.4. Completion of performance review cycles or onboarding/offboarding processes.
Platform Variants
3.1. Google Forms
• Feature/Setting: Form creation API; automate prefill and send via Google Forms API.
3.2. Microsoft Forms
• Feature/Setting: Use Microsoft Graph API to auto-generate and distribute surveys.
3.3. SurveyMonkey
• Feature/Setting: Create/schedule surveys and collect submissions via SurveyMonkey API.
3.4. Typeform
• Feature/Setting: Auto-generate survey links and collect responses via Typeform API.
3.5. Jotform
• Feature/Setting: Automate survey creation/distribution using Jotform API endpoints.
3.6. Qualtrics
• Feature/Setting: Automate survey project creation and employee list upload via Qualtrics API.
3.7. Microsoft Teams
• Feature/Setting: Send survey notifications in Teams channels using Teams Connector API.
3.8. Slack
• Feature/Setting: Post survey reminders to staff channels using Slack Webhooks or Workflow Builder.
3.9. Twilio SMS
• Feature/Setting: Send SMS survey links/reminders via Twilio Programmable SMS API.
3.10. SendGrid
• Feature/Setting: Distribute email invites and reminders using SendGrid Mail Send API.
3.11. Mailchimp
• Feature/Setting: Schedule campaign emails containing survey links via Mailchimp API.
3.12. HubSpot
• Feature/Setting: Use HubSpot Workflows API to trigger internal survey requests.
3.13. Zapier
• Feature/Setting: Orchestrate cross-app survey flow triggers using Zapier Webhook/Action.
3.14. Airtable
• Feature/Setting: Record survey response data by integrating via Airtable API.
3.15. Notion
• Feature/Setting: Store/display survey results and feedback via Notion API integration.
3.16. Salesforce
• Feature/Setting: Push survey links to staff and log responses with Salesforce APIs.
3.17. BambooHR
• Feature/Setting: Trigger survey based on HR events in BambooHR using BambooHR API.
3.18. Workday
• Feature/Setting: Schedule survey sends aligned with employee milestones using Workday API.
3.19. Zendesk
• Feature/Setting: Send surveys after support interactions using Zendesk Triggers and API.
3.20. Freshdesk
• Feature/Setting: Automate post-interaction staff feedback surveys using Freshdesk API.
3.21. Monday.com
• Feature/Setting: Trigger surveys based on workflow stages via Monday.com API.
Benefits
4.2. Reduces manual monitoring by fully automating reminders and escalation for non-responses.
4.3. Ensures privacy and standardization for anonymous feedback gathering.
4.4. Accelerates analytics with instant aggregation and export to HR dashboards.
4.5. Enables real-time trend identification for proactive leadership action.