Post-service survey distribution

Purpose

1. Enable an automated post-service survey distribution workflow to systematically capture customer feedback after Gasfitter service completion, increasing insight into customer satisfaction, team performance, and areas for operational improvement.

2. Automate collection, delivery, and logging of surveys through multi-channel automators, creating a seamless feedback loop and reducing manual workload.

3. Ensure surveys are consistently distributed, recorded, and accessible within integrated customer communication records for proactive service quality management.

Trigger Conditions

1. Service completion event logged in gasfitting job management or CRM system.

2. Invoice marked as paid or job status changed to “done.”

3. Field technician submits job report or closes service ticket.

4. Automated time delay (e.g., 1–2 hours after service complete).

5. Customer record updated with mobile/email address.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Programmable Messaging API, automate sending SMS surveys.
  
• Sample: POST to /Messages endpoint with customer’s number and survey link.
  

2. SendGrid

• Feature/Setting: Configure transactional templates & automate via Send API.
  
• Sample: POST to /mail/send with dynamic_template_data containing survey link.
  

3. Mailchimp

• Feature/Setting: Automate campaigns via API with triggered custom journeys.
  
• Sample: POST to /automations/[ID]/emails/[ID]/queue to send to recipient.
  

4. HubSpot

• Feature/Setting: Workflows automator, automate email survey upon ticket close.
  
• Sample: Configure workflow with "Service Ticket Closed" as trigger, send email action.
  

5. Salesforce

• Feature/Setting: Process Builder, automate survey email on task completion.
  
• Sample: Create process when service record is marked “Completed,” trigger survey email.
  

6. Google Forms + Gmail API

• Feature/Setting: Auto-email Google Form survey on event in Sheets/Calendar.
  
• Sample: Use Apps Script to automate email with prefilled form link.
  

7. SurveyMonkey

• Feature/Setting: Webhooks, automate survey invitation delivery.
  
• Sample: POST to /collectors/[ID]/responses endpoint after job closed.
  

8. Microsoft Power Automate

• Feature/Setting: Create automated flow; survey email on CRM update.
  
• Sample: “When a record is updated” (Dynamics) → “Send Outlook Email.”
  

9. Freshdesk

• Feature/Setting: Automate via Scenario Automations, send survey after ticket solved.
  
• Sample: Automation rule to send survey email to requester.
  

10. Zendesk

• Feature/Setting: Triggers and automator setup, send survey after Solve status.
  
• Sample: Trigger action to email survey link to requester when ticket solved.
  

11. Zoho CRM

• Feature/Setting: Workflow automation, send survey post-deal closure.
  
• Sample: Workflow trigger “Deal Stage Closed” → Email notification.
  

12. ActiveCampaign

• Feature/Setting: Automate post-service sequences, send survey campaign.
  
• Sample: “Contact finishes automation” step triggers survey.
  

13. Slack

• Feature/Setting: Use Incoming Webhooks, automate survey notification to channel/DM.
  
• Sample: POST survey link to user/channel post-service.
  

14. Pipedrive

• Feature/Setting: Workflow automator, trigger email survey after deal closed.
  
• Sample: Trigger “Deal marked as Won,” send template email with survey.
  

15. Intercom

• Feature/Setting: Automated messages, trigger survey to customer post-support.
  
• Sample: Set up “Conversation closed” event → message with survey.
  

16. Typeform

• Feature/Setting: Integrate via Webhook, send unique survey link via email/SMS.
  
• Sample: Use /responses for submission collection, email via separate automator.
  

17. ClickSend

• Feature/Setting: Automate SMS dispatch using SMS API.
  
• Sample: POST to /v3/sms/send with mobile number and survey text.
  

18. SAP Customer Experience

• Feature/Setting: Intelligent Service Ticket completion triggers survey campaign.
  
• Sample: Set workflow rule for “Service Completed,” send survey email/SMS.
  

19. Calendly

• Feature/Setting: Automate follow-up survey email/SMS post-appointment.
  
• Sample: Use Webhook on “Event Type Completed,” trigger message.
  

20. JotForm

• Feature/Setting: Automated email on service completion, embed unique survey link.
  
• Sample: Use API to send email notification with prefilled JotForm survey.
  

Benefits

1. Automates feedback collection to maximize response rate and reduce staff workload.

2. Seamlessly integrates with gasfitting service workflows for frictionless customer experience.

3. Automating responses allows for rapid identification of customer issues or praise.

4. Enhances data-driven decision-making through real-time, automated feedback logging.

5. Supports scalable, auditable, and consistent survey distribution for compliance and quality assurance.

6. Reduces human error and lag by automating repetitive customer outreach tasks.

7. Increases visibility into service quality through centralization of automated survey data.

8. Customizable triggers and workflows for diverse operational contexts using multiple automators and platforms.