Survey & Feedback ManagementPurpose
1.2. Automate survey distribution, reminder follow-ups, collection, and aggregation while reducing manual effort and ensuring consistent data capture.
1.3. Enable actionable insights for accounting school administration, accreditation, and course improvement processes.
1.4. Support compliance with professional education standards through traceable, anonymized feedback documentation.
Trigger Conditions
2.2. Scheduled end date/time for instructed sessions or workshops elapses.
2.3. Manual trigger by course coordinator when roster finalized.
2.4. Calendar event matches "course end" criteria per cohort or session.
Platform Variants
• Feature: Automated form email/send with Graph API (`/users/{id}/sendMail`).
• Sample: Trigger send on course completion, collect responses in SharePoint.
3.2. Google Forms
• Feature: Auto-send via Gmail API (`users.messages.send`).
• Sample: Push customized link and pre-fill fields using Apps Script.
3.3. Typeform
• Feature: Send survey invite using Typeform Responses API (`/forms/{id}/responses`).
• Sample: Automated webhook on LMS course completion triggers invite.
3.4. SurveyMonkey
• Feature: Distribute surveys via Collectors API (`/collectors`).
• Sample: Post-course automation creates collector, assigns to batch of students.
3.5. Qualtrics
• Feature: Automate email distributions via Distributions API (`/mailinglists/{id}/distributions`).
• Sample: Configured to trigger based on LMS webhook when students complete final module.
3.6. JotForm
• Feature: Send emails with pre-filled form links via JotForm API (`/form/{id}/reports`).
• Sample: Form link dispatched upon marking completion status.
3.7. Zoho Survey
• Feature: Send survey invites using Zoho Survey API (`/send-invite`).
• Sample: Integration with Zoho CRM updates contact status, triggers invite.
3.8. Mailchimp
• Feature: Campaign creation and automation via Mailchimp API (`/campaigns`).
• Sample: Feedback survey campaign initiated when tagged "Course Finished".
3.9. Constant Contact
• Feature: Automated email triggers using V3 API (`/emails`).
• Sample: Survey template auto-sent to new post-course contacts.
3.10. Twilio SMS
• Feature: SMS outbound using Messaging API (`/Messages`).
• Sample: Text feedback link post-class completion for phone-registered learners.
3.11. WhatsApp Business
• Feature: Template message with survey link via API.
• Sample: Scheduled message following course marked "Completed".
3.12. Slack
• Feature: Direct message with survey link using Chat API (`chat.postMessage`).
• Sample: DM workflow triggers on Slack group for a just-ended cohort.
3.13. Discord
• Feature: Bot direct message with survey link using Discord API (`/channels/{channel.id}/messages`).
• Sample: Feedback survey dispatched via cohort-specific channel.
3.14. Salesforce
• Feature: Survey automation via Salesforce Survey API.
• Sample: Completion record triggers survey distributed to student's contact.
3.15. HubSpot
• Feature: Workflow automation for survey follow-up using Workflows API (`/automation/v3/workflows`).
• Sample: Contact property “Course Completed” triggers feedback sequence.
3.16. SendGrid
• Feature: Automated email send via Mail Send API (`/mail/send`).
• Sample: Personalized survey links emailed out on completion event.
3.17. ActiveCampaign
• Feature: Automate survey reminders via Automations API (`/api/3/contactAutomations`).
• Sample: Sequence kicked-off by post-course trigger tagging contact.
3.18. Pabbly
• Feature: Automated email/SMS workflow via Pabbly Connect API.
• Sample: Course LMS webhook triggers Pabbly to distribute survey.
3.19. Airtable
• Feature: New record triggers email send with survey link using automations.
• Sample: Feedback requests initiated when “Status” field set to “Completed”.
3.20. Monday.com
• Feature: Automation board to send reminders via integrations.
• Sample: Item status changes to “Course Ended,” triggers feedback request.
3.21. Mailjet
• Feature: Transactional email send with survey link via Send API (`/v3.1/send`).
• Sample: Email workflow upon course record update to “Finished”.
3.22. Intercom
• Feature: In-app message or email with survey trigger using Conversations API.
• Sample: In-app pop-up for feedback upon course completion logged.
4. Benefits
4.2. Increased response rates via multi-channel automation and follow-ups.
4.3. Centralized collection for rapid reporting and actionable insights.
4.4. Error reduction and time savings for instructors and admin staff.
4.5. Easy tracking of compliance with feedback documentation standards.
4.6. Supports in-depth analysis for curriculum improvement and instructor review.