Automated member satisfaction surveys

Purpose

1.1. The automated member satisfaction survey workflow automates the process of gathering post-onboarding feedback from federal credit union members.
1.2. Automating collection, distribution, and analysis of satisfaction data to enhance service delivery and compliance.
1.3. Enables scheduled or event-driven feedback loops without manual effort, providing actionable insights into member experience during account creation and management phases.
1.4. Automates data aggregation to facilitate timely interventions and reporting to executive teams.

Trigger Conditions

2.1. Account creation or completion of the onboarding process triggers survey automation.
2.2. Scheduled timeframes post-service interaction (e.g., 1 day after welcome email sent).
2.3. Member performs key actions (first fund deposit, KYC completion, card activation).
2.4. Escalation or member complaint automatically triggers a follow-up survey.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging API
• Configuration: Automate scheduled SMS dispatch with survey URL after onboarding event (POST to /Messages endpoint).
3.2. SendGrid
• Feature: Mail Send API
• Configuration: Automatedly send emails with embedded surveys at onboarding milestones (POST /mail/send).
3.3. SurveyMonkey
• Feature: Survey Distribution API
• Configuration: Automate survey audience additions and auto-send links via API (POST /collectors).
3.4. Google Forms
• Feature: Forms API
• Configuration: Automate form response collection through pre-filled links sent to new members.
3.5. Qualtrics
• Feature: Distributions API
• Configuration: Set up automated email invitations and reminders for feedback (POST /distributions).
3.6. HubSpot
• Feature: Workflow Automation
• Configuration: Trigger member satisfaction survey at contact onboarding stage (create workflow with Survey action).
3.7. Salesforce
• Feature: Surveys and Process Builder
• Configuration: Automate survey dispatch upon completion of “New Member” opportunity (process triggers outbound email survey).
3.8. Microsoft Power Automate
• Feature: Automated Flow
• Configuration: Build flows to auto-send Forms or integrate with Outlook after onboarding.
3.9. Mailchimp
• Feature: Customer Journeys
• Configuration: Trigger automated satisfaction survey via email after list segment event.
3.10. Zendesk
• Feature: Triggers & Automations
• Configuration: After ticket closure for onboarding, auto-email satisfaction survey.
3.11. SurveySparrow
• Feature: API and Automation
• Configuration: Automatedly trigger feedback collection after account update via API.
3.12. Typeform
• Feature: Webhooks
• Configuration: Automate survey link dispatch via webhook event on onboarding completion.
3.13. Intercom
• Feature: Custom Bots
• Configuration: Automate in-app or email survey triggers following identified user activity.
3.14. Freshdesk
• Feature: Automations
• Configuration: Automatedly send satisfaction surveys after support request relating to onboarding is closed.
3.15. ActiveCampaign
• Feature: Automation Builder
• Configuration: Automate survey emails or SMS post-member enrollment (survey action in automation).
3.16. Slack
• Feature: Scheduled Messaging or Workflow Builder
• Configuration: Post onboarding, trigger a direct message with survey to member’s connected workspace.
3.17. Pabbly Connect
• Feature: Workflow Automation
• Configuration: Automates cross-platform survey dispatch upon predefined onboarding event.
3.18. Zoho Survey
• Feature: Triggered Surveys
• Configuration: Automate survey invitations after new member registration (API-based integration).
3.19. Airtable
• Feature: Automations
• Configuration: After account creation record, auto-email satisfaction survey link with Automations > Send Email.
3.20. monday.com
• Feature: Automations Center
• Configuration: Automate survey send upon onboarding completion pulse update.

Benefits

4.1. Automatedly accelerates feedback cycles, reduces manual workload, and increases operational efficiency in data gathering.
4.2. Automates consistent member outreach, improving representation and reliability of satisfaction data.
4.3. Automator allows for trigger-based targeting ensuring surveys are contextually relevant and personalized.
4.4. Automation ensures real-time aggregation and analysis for dashboards, fostering proactive issue resolution.
4.5. Enables compliance reporting through automated documentation and audit-ready survey workflows.
4.6. Elevates member trust with prompt, automated, and transparent feedback mechanisms.