Purpose
1.2. Ensure students receive timely, automated satisfaction surveys post-event, post-term, or after interactions with support services.
1.3. Automating survey delivery, reminders, and data aggregation to reduce manual workload, maximize participation, and provide actionable insights for student support improvement.
Trigger Conditions
2.2. Graduation or completion of a milestone (semester, year).
2.3. After one-on-one advisory/support appointments.
2.4. Scheduled periodic intervals (monthly, term-end).
2.5. Triggered by specific student actions in the Student Information System (SIS).
Platform Variants
• Feature/Setting: Automated flows using "When a record is updated" trigger in Dataverse with "Send an email (V2)" for survey links.
3.2. Google Workspace
• Feature/Setting: Apps Script for scheduled "GmailApp.sendEmail" call after Forms submissions or Sheet updates.
3.3. SurveyMonkey API
• Feature/Setting: "Create Collector" and "Send Survey" endpoints for automated survey dispatch.
3.4. Qualtrics
• Feature/Setting: Task automation with "Distribution Automation" using Qualtrics API "Create Distribution" call.
3.5. Twilio SMS
• Feature/Setting: "Messages" API to automatically send SMS survey links.
3.6. SendGrid
• Feature/Setting: "Mail Send" API with dynamic templates to automate personalized survey emails.
3.7. Moodle
• Feature/Setting: Event-based triggers with "mod_survey" plug-in for automated survey assignments.
3.8. HubSpot
• Feature/Setting: Workflow automation with "Create Task" + "Send Email" for survey campaigns.
3.9. Mailchimp
• Feature/Setting: Automated campaigns using "Trigger-based Email Automation" for bulk survey sends.
3.10. Slack
• Feature/Setting: "Chat.PostMessage" API to automate posting survey invitations in student channels.
3.11. Zapier
• Feature/Setting: Automation workflow linking survey form completion to calendar-based triggers, sending through email or SMS modules.
3.12. Salesforce
• Feature/Setting: "Process Builder" with email automation rule after case/record updates on student progress.
3.13. Typeform
• Feature/Setting: "Create Webhook" to auto-send unique links upon event triggers.
3.14. Trello
• Feature/Setting: Power-Up automation to trigger survey task card creation for instructors.
3.15. ActiveCampaign
• Feature/Setting: "Automation" sequences combining event-triggers with "Send Email" actions for surveys.
3.16. Airtable
• Feature/Setting: "Automation" using scheduled triggers, sending surveys integrated via "SendGrid" or "Gmail" actions.
3.17. Pabbly Connect
• Feature/Setting: Automated workflows sending surveys on event triggers from SIS exports.
3.18. Jotform
• Feature/Setting: "Autoresponder email" automatic dispatch upon relevant form submission or API call.
3.19. Intercom
• Feature/Setting: "Outbound Messages" triggered by student status to automate survey offers in chat or email.
3.20. Outlook 365
• Feature/Setting: "Power Automate" flow with "When an email arrives" or calendar event triggers, sending survey links.
3.21. ClickSend
• Feature/Setting: "Send SMS" API used to automate mass text distribution of survey links to student lists.
3.22. Formstack
• Feature/Setting: Pre-configured workflow automation for scheduled or event-based survey invitations via email/SMS.
Benefits
4.2. Automating scheduling and targeting enables precision delivery for each student journey event.
4.3. Automation centralizes survey data, empowering real-time analytics and faster student support improvements.
4.4. Reduces human error and manual administrative workload by automating repetitive survey tasks.
4.5. Facilitates compliance and documentation with automated audit trails for survey distributions.
4.6. Scalability through automation to accommodate growing student populations without increased manual effort.