Customer satisfaction survey dispatch after completion

Purpose

1.1. Automate the dispatch of customer satisfaction surveys immediately after completion of diving service projects, ensuring timely feedback gathering for continuous improvement and compliance.
1.2. Automatedly collect customer perceptions on safety, quality, professionalism, and outcomes for diving contractor operations.
1.3. Streamline stakeholder experience by automating follow-up procedures, reducing manual intervention and enabling scalability.
1.4. Facilitate automated reporting and integration of feedback data into quality management and CRM systems for insight-driven decision-making.

Trigger Conditions

2.1. Automation initiates upon job completion notification in the project management or scheduling platform.
2.2. Triggers can be linked to task status marked as 'Completed', closure of work order, or successful invoice dispatch.
2.3. Optionally, automate dispatch based on a timer post-service or upon digital signature of the service completion confirmation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure automated SMS with survey link triggered by a service completion event.
3.2. SendGrid
• Feature/Setting: Use Transactional Email API to automate sending dynamic emails with personalized survey invites upon job status update.
3.3. Mailchimp
• Feature/Setting: Automate post-service customer journey with survey emails; use Customer Journeys and API trigger for instant dispatch.
3.4. SurveyMonkey
• Feature/Setting: Automate survey dispatch with Webhooks or API; trigger automated survey emails via external event from job system.
3.5. Google Forms via Gmail
• Feature/Setting: Automate email with Google Form link sent through Gmail API upon diving project closure.
3.6. Slack
• Feature/Setting: Use Slack Bot or Incoming Webhook to automate survey prompt in direct messages following a service marked complete.
3.7. Microsoft Teams
• Feature/Setting: Automate adaptive card with survey link via Power Automate webhook triggered from CRM.
3.8. Typeform
• Feature/Setting: Trigger automated survey sends via Typeform API using external status change event.
3.9. Jotform
• Feature/Setting: Automate personalized survey dispatch email through Jotform Webhook integration post-task-finalization.
3.10. HubSpot
• Feature/Setting: Workflow automation to send surveys using Email API after diving contract fulfillment.
3.11. Salesforce
• Feature/Setting: Automate email survey dispatch via Process Builder or Flow after Opportunity/Project close.
3.12. Zoho CRM
• Feature/Setting: Automate survey invitations using Zoho Survey API connected to completion triggers in CRM.
3.13. Zendesk
• Feature/Setting: Automate satisfaction survey via Zendesk API when a support ticket/service request is closed.
3.14. Intercom
• Feature/Setting: Use outbound messages automation triggered from support event to send surveys.
3.15. ActiveCampaign
• Feature/Setting: Set up automation workflow to send survey email after custom onboarding/completion event.
3.16. Pipedrive
• Feature/Setting: Automate survey dispatch through Activities API or workflow automation when deal status changes to won/completed.
3.17. Monday.com
• Feature/Setting: Use Integrations (e.g., email or webhook) to automate survey dispatch on item status “Done”.
3.18. Asana
• Feature/Setting: Automate outbound survey email on task completion using Asana Webhook and email API.
3.19. Trello
• Feature/Setting: Automate survey link sent via email or Slack when card moved to ‘Service Complete’ list using Butler automation.
3.20. Airtable
• Feature/Setting: Automate outgoing feedback survey (email/SMS) triggered by record update to “Completed” status via Automations.

Benefits

4.1. Automates tedious follow-up, reducing human error and ensuring 100% survey dispatch rate.
4.2. Enables timely, automated customer engagement, improving response rates.
4.3. Aggregates feedback automatically, accelerating quality improvement cycles.
4.4. Empowers data-driven continuous improvement by automatedly embedding feedback into CRM/workflow.
4.5. Ensures regulatory and internal compliance through consistent automated survey procedures.