Survey & Feedback ManagementPurpose
1.2. Automate alerts, messaging, and escalation, reducing manual review workload and closing feedback loops efficiently.
1.3. Maintain compliance and track resolution rate for accreditation and reporting purposes.
Trigger Conditions
2.2. Response recorded in learning management, CRM, or feedback tool.
2.3. No previous follow-up marked as resolved for the respondent within set time frame.
Platform Variants
3.1. Twilio SMS
• Function: Send follow-up SMS to respondent.
• API/Setting: POST /Messages; set "To", “From”, and "Body" with personalized response escalation prompt.
3.2. SendGrid
• Function: Email follow-up on low satisfaction.
• API: “Mail Send” v3 /mail/send; include dynamic templates for student-specific messaging.
3.3. Salesforce
• Feature: Task and case creation for follow-up.
• API: REST /services/data/vXX.X/sobjects/Task and /Case; auto-populate survey data and assign owner.
3.4. Slack
• Feature: Notify staff channel of low score.
• API: chat.postMessage; use dynamic channel selection and @mention staff responsible.
3.5. Microsoft Teams
• Feature: Post adaptive card to intervention channel.
• API: POST /v1.0/teams/{team-id}/channels/{channel-id}/messages; embed student feedback summary.
3.6. HubSpot
• Function: Create follow-up ticket for responder.
• API: POST /crm/v3/objects/tickets; trigger workflow to assign to student success coordinator.
3.7. Google Sheets
• Feature: Log and flag response for review.
• API: Sheets API spreadsheets.values.append; highlight row if value threshold met.
3.8. Google Classroom
• Feature: Notify instructor for manual check-in.
• API: Courses.Announcements.create; push satisfaction details to staff dashboard.
3.9. Mailchimp
• Feature: Automated email sequence for feedback resolution.
• API: POST /automations; configure trigger based on survey field tag.
3.10. Zapier
• Feature: Multi-app low-score workflow.
• Setting: “When new low score in survey app THEN send message, create task, log to sheet”.
3.11. Airtable
• Feature: Record and flag dissatisfaction for reporting.
• API: PATCH /v0/{baseId}/{tableIdOrName}; set flagged=true on records < threshold.
3.12. Monday.com
• Feature: Create board item for follow-up.
• API: Create Item mutation; auto-link survey data and set due date.
3.13. Freshdesk
• Feature: Open ticket for outreach.
• API: POST /api/v2/tickets; autofill with survey context.
3.14. Zendesk
• Feature: Support ticket for concern resolution.
• API: POST /api/v2/tickets; include custom fields from survey.
3.15. Typeform
• Feature: Webhook to trigger automated process.
• API: POST to webhook endpoint on new response with logic for low scores.
3.16. Intercom
• Feature: Send in-app/intercom message to user.
• API: POST /messages; targeting based on survey satisfaction field.
3.17. ActiveCampaign
• Feature: Start automation on low feedback.
• API: Automation endpoint; trigger by tag/field update reflecting low score.
3.18. Pipedrive
• Feature: Add activity for account manager.
• API: POST /activities; auto-describe activity as “Low Satisfaction Follow-up”.
3.19. Asana
• Feature: New task assigned to support.
• API: POST /tasks; custom fields for respondent and score.
3.20. Smartsheet
• Feature: Append flagged row for follow-up tracking.
• API: POST /sheets/{sheetId}/rows; cells include satisfaction data, status "Action Required".
3.21. Notion
• Feature: Create page entry for feedback.
• API: POST /v1/pages; content block includes respondent, score, and comments.
Benefits
4.2. Manual intervention decreases, issues resolved faster, clear audit trail maintained.
4.3. Scalable across class sizes, campuses, educator teams, and yielding actionable data for continuous improvement.