Scheduling customer satisfaction survey campaigns

Purpose

1.1 Automating the scheduling and delivery of customer satisfaction survey campaigns to wholesale glassware buyers ensures timely, consistent feedback collection.
1.2 Automate customer post-purchase follow-up, boost retention, and identify service improvement areas through recurring, automated contact.
1.3 Automatedly tracks customer experience, helps segment respondents for sales actions, and streamlines CRM analysis automatically.

Trigger Conditions

2.1 Trigger on sales order completion, shipment confirmation, or invoice status change in the wholesale glassware ERP.
2.2 Automate surveys monthly, quarterly, or after a set order threshold.
2.3 Trigger automation on manual CRM entry, contact flagging, or campaign schedule.

Platform Variants

3.1 Salesforce
• Feature/Setting: Process Builder — automated scheduled flows for post-sales contact.
3.2 HubSpot
• Feature/Setting: Workflows — automatically trigger survey emails based on deal closure date.
3.3 Zoho CRM
• Feature/Setting: Automation Rules — automatedly send survey invitations for customer milestones.
3.4 Microsoft Power Automate
• Feature/Setting: Scheduled Cloud Flows with Outlook or Teams; automated messages post-transaction.
3.5 Google Workspace
• Feature/Setting: Apps Script triggers with Sheets — schedule and automate survey dispatch via Gmail.
3.6 Twilio
• Feature/Setting: Messaging API — configure automated SMS survey campaign after sales entry.
3.7 SendGrid
• Feature/Setting: Marketing Campaigns API — automate bulk email delivery for satisfaction surveys.
3.8 Mailchimp
• Feature/Setting: Customer Journey Automations — survey flows based on custom triggers from the CRM.
3.9 SurveyMonkey
• Feature/Setting: Webhooks/API — automate survey distribution when new CRM contacts are added.
3.10 Typeform
• Feature/Setting: Webhooks and Scheduled Reminders — automated surveys per purchase schedule.
3.11 Slack
• Feature/Setting: Incoming Webhooks with reminders — automate survey requests to buyer channels.
3.12 Zendesk
• Feature/Setting: Triggers — automate survey tickets following case resolutions.
3.13 Intercom
• Feature/Setting: Series Automations — trigger automated messages and surveys post-interaction.
3.14 ActiveCampaign
• Feature/Setting: Automations — automated survey sequences upon order fulfillment.
3.15 Freshdesk
• Feature/Setting: Automation Rules — automatedly send satisfaction forms after tickets are closed.
3.16 Shopify
• Feature/Setting: Order Fulfillment Triggers via Flow app — automate survey emails post-purchase.
3.17 Pipedrive
• Feature/Setting: Workflow Automation — send surveys after deal stage is marked “Won.”
3.18 Airtable
• Feature/Setting: Automations — trigger satisfaction surveys on new record or status change.
3.19 Constant Contact
• Feature/Setting: Email Automation — survey campaigns based on contact list activity.
3.20 Klaviyo
• Feature/Setting: Flow — automated email survey after bulk order shipment.
3.21 Qualtrics
• Feature/Setting: API/Schedule — automate survey links sent from CRM events.

Benefits

4.1 Automates repetitive feedback requests, reducing workload on sales and support.
4.2 Automatedly increases survey response rates through optimal timing.
4.3 Automating segmentation enables quick targeting of dissatisfied customers.
4.4 Automation delivers actionable insights for improving the wholesale glassware customer experience.
4.5 Enables scalable, repeatable survey automation over hundreds of clients monthly.
4.6 Supports end-to-end tracking of survey campaign effectiveness through integrated reporting.