Purpose
1.2. Automate gathering feedback to improve support, product quality, and delivery using targeted, automatable messaging solutions.
1.3. Automates the data collection for actionable insights and trend analysis to enhance client retention and satisfaction.
Trigger Conditions
2.2. Automates trigger when order shipment confirmation is received or invoice is generated.
2.3. Automates based on a scheduled period post-delivery (e.g., 24 hours).
Platform variants
• Feature/Setting: Automate SMS survey via Twilio Studio Flow, auto-triggered on order completion.
3.2. SendGrid
• Feature/Setting: Automate survey email using SendGrid Marketing Campaigns API and dynamic template.
3.3. Mailchimp
• Feature/Setting: Automation Rule "Post-Purchase" triggers single-send campaign with embedded survey.
3.4. Google Forms
• Feature/Setting: Google Forms API auto-generates survey link and automatedly dispatches via webhook.
3.5. SurveyMonkey
• Feature/Setting: Automate survey invitation via SurveyMonkey’s Collectors and API on fulfillment event.
3.6. Typeform
• Feature/Setting: Typeform Webhooks automates personalized survey URLs on delivery confirmation.
3.7. HubSpot
• Feature/Setting: Automate workflow using “Post-Sale Survey” with Service Hub Feedback tool.
3.8. Zendesk
• Feature/Setting: Automate Satisfaction Survey with Zendesk Trigger on ticket closure linked to order.
3.9. Salesforce
• Feature/Setting: Automate email via Process Builder/Survey Invitations on Order object status change.
3.10. Microsoft Power Automate
• Feature/Setting: Automate instant flow: “When an item is marked delivered” → Forms survey.
3.11. Constant Contact
• Feature/Setting: Automate email campaign with survey inclusion using Autoresponder API.
3.12. Zoho CRM
• Feature/Setting: Automate survey invitation via Zoho Survey integration on deal closed-won.
3.13. ActiveCampaign
• Feature/Setting: Automate “Post-Purchase Email” with survey based on automation split triggers.
3.14. Slack
• Feature/Setting: Automate customer feedback request via Slack bot message using workflow builder.
3.15. Facebook Messenger
• Feature/Setting: Messenger bot automates survey sendout when order status changes via webhook.
3.16. Intercom
• Feature/Setting: Intercom Series automates post-purchase satisfaction survey campaign.
3.17. Freshdesk
• Feature/Setting: Automate feedback survey via scenario automator upon ticket resolution.
3.18. Qualtrics
• Feature/Setting: Automates distribution using Email Trigger API linked to ERP/order system.
3.19. Klaviyo
• Feature/Setting: Post-purchase Flow automatedly sends survey email using event-based trigger.
3.20. Monday.com
• Feature/Setting: Automates customer follow-up item and survey email using automations center.
3.21. Shopify
• Feature/Setting: Automate survey dispatch via Shopify Flow app connected to order delivery event.
3.22. WhatsApp Business API
• Feature/Setting: Automator sends survey message via WhatsApp upon order fulfillment webhook.
Benefits
4.2. Automated workflow reduces manual effort, enhances data consistency.
4.3. Automating the feedback loop identifies support and product improvement opportunities.
4.4. Automation ensures timely survey delivery, boosting customer response rates.
4.5. Automatable tracking and analytics optimize customer experience management.