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Surveys and feedback collection automations

Purpose

1.1. Automate surveys and feedback collection for croquet club members and event participants.
1.2. Enable automated solicitation, gathering, analysis, and routing of responses to improve club operations, engagement, and satisfaction.
1.3. Implement continuous, event-driven, and scheduled automations to collect insights on matches, events, facilities, and communications.
1.4. Automate follow-up workflows for non-responders or negative feedback to streamline engagement.
1.5. Centralize and automate feedback data handling for reporting and service improvement loops.

Trigger Conditions

2.1. Scheduled trigger: post-event, recurring membership periods, or season end.
2.2. Manual trigger: after a match or club activity is logged.
2.3. Automated trigger: member joins club, books a facility, or attends a lesson.
2.4. Conditional trigger: negative sentiment detected in communications, or NPS (Net Promoter Score) threshold breached.

Platform Variants


3.1. Google Forms
• Feature/Setting: Automate form generation and sending via email trigger (Google Forms API + Gmail API).

3.2. Microsoft Forms
• Feature/Setting: Automate survey send after event via Microsoft Graph API—POST /me/sendMail.

3.3. Typeform
• Feature/Setting: Automate survey link generation and distribution through Typeform Webhooks and Email APIs.

3.4. SurveyMonkey
• Feature/Setting: Automate feedback campaigns via SurveyMonkey API—CreateCollector, SendSurvey.

3.5. Jotform
• Feature/Setting: Automate conditional survey send and result import with Jotform API.

3.6. Zoho Survey
• Feature/Setting: Automate survey invitations by triggering Zoho Survey API—/sendmail endpoint.

3.7. Mailchimp
• Feature/Setting: Automator to trigger survey email campaign post-event; use Mailchimp API—POST /campaigns.

3.8. Twilio SMS
• Feature/Setting: Automated SMS survey invitation with survey link, using Twilio Programmable SMS API—/Messages.

3.9. SendGrid
• Feature/Setting: Automate transactional survey emails using SendGrid API—POST /mail/send.

3.10. Slack
• Feature/Setting: Automate club member survey via Slack message or poll with Slack API—chat.postMessage.

3.11. WhatsApp Business
• Feature/Setting: Automate WhatsApp message distribution for surveys via WhatsApp Business API—/messages.

3.12. HubSpot
• Feature/Setting: Automate follow-up survey workflow with HubSpot Workflows API—POST /automation/v3/workflows.

3.13. Salesforce
• Feature/Setting: Automate feedback task assignment post-event using Salesforce Flow API.

3.14. Airtable
• Feature/Setting: Automated survey response collection and logging via Airtable API—PATCH /v0/{baseId}/{tableIdOrName}.

3.15. Microsoft Teams
• Feature/Setting: Automate survey prompt to channels post-activity using Microsoft Graph API—POST /chats.

3.16. Facebook Messenger
• Feature/Setting: Automate feedback requests using Messenger Send API for bots—/me/messages.

3.17. Intercom
• Feature/Setting: Automate in-app feedback surveys with Intercom API—POST /messages.

3.18. Zendesk
• Feature/Setting: Automate survey ticket creation or customer satisfaction automatons via Zendesk API—POST /tickets.

3.19. MailerLite
• Feature/Setting: Automate bulk survey invitation emails with MailerLite Campaigns API.

3.20. Eventbrite
• Feature/Setting: Automate post-event feedback request via Eventbrite API—POST /events/{event_id}/attendees/survey.

3.21. Qualtrics
• Feature/Setting: Automate robust feedback data collection via Qualtrics API—POST /responseimports (EX).

3.22. Monday.com
• Feature/Setting: Automate task update or pulse creation for survey actions using Monday.com API—POST /v2.

Benefits

4.1. Automates repetitive survey outreach, scaling feedback with zero manual effort.
4.2. Ensures targeted, timely, and context-relevant feedback automations after each event or interaction.
4.3. Automated tracking of non-responses, issuing reminders, and aggregating results without manual check-ins.
4.4. Automates reporting and data visualization to facilitate executive decisions and club improvements.
4.5. Lower risk of feedback loss with auditable, automated logging and analytics for every communication path.

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