Purpose
1.2. Automate dispatch of surveys, reminders, and acknowledgments to maximize response rates and data quality.
1.3. Automate aggregation, analysis, and reporting to inform education strategy and community outreach enhancements.
1.4. Enable automatedly personalized follow-ups or rewards for timely feedback, increasing engagement and loyalty.
Trigger Conditions
2.2. Manual trigger by staff for ad hoc feedback collection.
2.3. Scheduled automation, e.g., weekly, monthly, at specific milestones, or after final activity of series.
Platform Variants
3.1. Typeform
• Feature/Setting: Automate form distribution via the /forms endpoint and webhook callback for submissions.
3.2. Google Forms
• Feature/Setting: Automate invite by Sheets API watch for new entries, sending request using Forms API /responses endpoint.
3.3. Microsoft Forms
• Feature/Setting: Automate survey sharing with Graph API and monitor /responses endpoint for automation.
3.4. SurveyMonkey
• Feature/Setting: Automates survey send through /collectors endpoint; fetch submissions via /responses.
3.5. Qualtrics
• Feature/Setting: Automate surveys with /API/v3/surveys and automate response extraction with /responses endpoint.
3.6. Jotform
• Feature/Setting: Automate sharing and collecting responses using /form/{id}/submissions endpoint.
3.7. Zoho Survey
• Feature/Setting: Automate survey dispatch and result sync using /sendinvite and /getresponse APIs.
3.8. Mailchimp
• Feature/Setting: Automate campaign sendout using /campaigns/send endpoint, automate list tagging on response.
3.9. Airtable
• Feature/Setting: Automate data logging via /records endpoint, trigger feedback automation upon new record.
3.10. Trello
• Feature/Setting: Automate feedback tasks as cards using /cards endpoint, moving cards as status automates.
3.11. Twilio SMS
• Feature/Setting: Automate SMS survey delivery via /Messages endpoint; automate reply parsing for results.
3.12. WhatsApp Business API
• Feature/Setting: Automate survey links and reminders using /messages endpoint.
3.13. Slack
• Feature/Setting: Automate feedback requests by sending direct messages with /chat.postMessage endpoint.
3.14. Microsoft Teams
• Feature/Setting: Automate survey notifications using /chat/sendActivity endpoint.
3.15. SendGrid
• Feature/Setting: Automate email survey distribution via /mail/send endpoint, automate tracking clicks for engagement.
3.16. HubSpot
• Feature/Setting: Automate feedback workflow via /forms/v2 endpoint; automate CRM updates post-response.
3.17. Salesforce
• Feature/Setting: Automate follow-up tasks using /services/data/vXX.X/sobjects/Task endpoint, automate response logging.
3.18. Monday.com
• Feature/Setting: Automate feedback collection as items with /items endpoint; automate triggers on status.
3.19. Intercom
• Feature/Setting: Automate outbound messages post-event via /messages endpoint; automate feedback form links.
3.20. Zendesk
• Feature/Setting: Automate ticket creation with feedback using /api/v2/tickets endpoint; automate status tracking.
3.21. MailerLite
• Feature/Setting: Automate follow-up surveys via /api/v2/campaigns endpoint, automate results sync.
3.22. Facebook Messenger API
• Feature/Setting: Automate sending feedback links using /messages endpoint and automate reminders.
Benefits
4.2. Automated reminders automate higher response rates for continual improvements.
4.3. Automating result aggregation and analytics automates actionable insights for history museum education.
4.4. Automatedly personalized feedback loops automate sustained engagement with educators and participants.
4.5. Scalability—automate outreach to small or large audiences instantly across multiple channels.