Auto-send Satisfaction Surveys Post-Service — Purpose
1. Automate the sending of satisfaction surveys to clients after FBO service completion to collect actionable feedback, improve client retention, support compliance, drive operational improvements, and monitor staff performance.
2. Automatedly ensure timely distribution of survey requests via channels preferred by the client (SMS, email, messaging).
3. Centralize all client feedback in a structured, automatable data flow for analytics, reporting, and quick response to service issues.
4. Enable continuous monitoring and optimization of service quality through automation tools, eliminating manual follow-up.
Trigger Conditions
1. Trigger the automation after a reservation status changes to ‘completed’, ‘checked out’, or ‘closed’ in CRM or PMS systems.
2. Automate based on client departure entry in FBO management software.
3. Schedule the automated survey sending workflow to occur X minutes/hours after the service.
4. Automate triggers after invoice dispatch, integrating feedback as part of post-service operational steps.
Platform Variants
1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure SMS send action with automated triggers; set recipient, message body (with survey link).
2. SendGrid
• Feature/Setting: Utilize Mail Send API v3; automate dynamic emails with survey links right after service status change.
3. HubSpot
• Feature/Setting: Workflow Automation; trigger email sequences from Deals pipeline configured to ‘closed’.
4. Mailchimp
• Feature/Setting: Automated Email Customer Journey; trigger post-service email with embedded survey form.
5. Zapier
• Feature/Setting: Automate integrations; configure New Row in Google Sheets (survey sent log) → Email by Gmail/Send SMS by Twilio action.
6. Salesforce
• Feature/Setting: Process Builder/Flow; automate custom action to send survey when Opportunity marked as closed-won/service completed.
7. SurveyMonkey
• Feature/Setting: Webhooks API; automate survey distribution via integrations when service event occurs.
8. Typeform
• Feature/Setting: Form-sharing API; automate emails/SMS with pre-filled personalized survey links.
9. Microsoft Power Automate
• Feature/Setting: Automate with Email/SMS connectors; trigger workflows on CRM data changes.
10. Google Forms + Apps Script
• Feature/Setting: Scripted automation to send personalized Form link on client email event.
11. Intercom
• Feature/Setting: Automated Message API; configure post-interaction customer messaging rules.
12. Customer.io
• Feature/Setting: Automate email/SMS flow; trigger survey send with campaign rules based on FBO software event.
13. Constant Contact
• Feature/Setting: Automated Email Series; set post-reservation closure campaign to send satisfaction survey.
14. Freshdesk
• Feature/Setting: Automate ticket closure action; send feedback request via Email Automation.
15. Zendesk
• Feature/Setting: Automated triggers post-ticket solve; initiate Feedback Survey automation.
16. Slack
• Feature/Setting: Bot automator using Slack API; post private DM (with survey link) to staff when a service closes.
17. WhatsApp Business API
• Feature/Setting: Automate template messages with survey links; trigger via API event.
18. ActiveCampaign
• Feature/Setting: Automate Email Automation workflow; send survey after contact’s deal/account reaches certain stage.
19. Pipedrive
• Feature/Setting: Workflow Automation; trigger survey email when Deal status moves to post-service.
20. Klaviyo
• Feature/Setting: Automated Flows; configure email/SMS send after post-interaction event.
Benefits
1. Automates consistent feedback collection, improving FBO service tracking and accountability.
2. Saves staff time by automating follow-up for every reservation.
3. Enhances client satisfaction through prompt automated outreach, increasing response rates.
4. Facilitates rapid resolution and automatable analysis of problems, boosting retention.
5. Supports compliance with industry best practices via automation, reducing manual errors.
Client and Reservation Management