Satisfaction and wellness progress surveys

Purpose

 1.1. Automate satisfaction and wellness progress surveys distribution to spa clients for regular feedback and experience measurement.
 1.2. Automated client engagement to gather data on experience, satisfaction, physical/mental wellness improvement.
 1.3. Use automation to prompt for testimonials, build loyalty, and guide service enhancements.
 1.4. Track wellness progress through automated scheduled check-ins post-visit, ensuring proactive outreach.
 1.5. Streamline collection and automated collation of real-time client responses for analytics and reporting.

Trigger Conditions

 2.1. Automated trigger after appointment completion.
 2.2. Scheduled follow-up (e.g., 24h, 1 week, 1 month post-visit) for wellness tracking.
 2.3. Manual trigger by staff via the automator panel for exclusive services or milestones.
 2.4. Triggering on specific event (e.g., membership renewal, promo participation).

Platform Variants

 3.1. Twilio (Programmable SMS)
  • Feature/Setting: Automate survey SMS dispatch post-visit using “Messages API”; configure response tracking with webhook callbacks.
 
 3.2. SendGrid
  • Feature/Setting: Automate survey emails via “Transactional Templates”; enable real-time engagement analytics.

 3.3. SurveyMonkey
  • Feature/Setting: Automate survey creation and sending with “Create and Send Survey API”; set triggers for repeated automated surveys.

 3.4. Typeform
  • Feature/Setting: Automate sending unique Typeform survey links with “Responses Webhook”; configure automated reminders.

 3.5. Google Forms
  • Feature/Setting: Automate form distribution via Gmail API and auto-logging of responses in Sheets for reporting.

 3.6. Mailchimp
  • Feature/Setting: Automate survey campaigns with “Automations - Customer Journeys” and survey distribution API.

 3.7. ActiveCampaign
  • Feature/Setting: Automate survey follow-ups in “Automations”; configure triggers on contact tags or field updates.

 3.8. HubSpot
  • Feature/Setting: Automate “Feedback Surveys” via workflows, configure automated email or in-app invitations through “Automation Actions”.

 3.9. Salesforce Marketing Cloud
  • Feature/Setting: Automate multi-channel survey dispatch via “Journey Builder”; configure Event Entry Sources.

 3.10. Zoho Survey
  • Feature/Setting: Automate scheduled survey distribution via “Zoho Survey API”; sync results with CRM.

 3.11. WhatsApp Business API
  • Feature/Setting: Automate survey notifications and reminders; handle automated responses with webhook integration.

 3.12. Facebook Messenger (via Messenger API)
  • Feature/Setting: Automate delivery of surveys; configure quick replies for automated response routing.

 3.13. Slack
  • Feature/Setting: Automate direct survey notifications via “Slack Bots” and monitor responses automatedly.

 3.14. Intercom
  • Feature/Setting: Automate in-app surveys using “Outbound Messages”; trigger by user journey events.

 3.15. Microsoft Teams
  • Feature/Setting: Automate survey push via “Adaptive Cards BOT API”; capture and log real-time replies.

 3.16. Pipedrive
  • Feature/Setting: Automate survey trigger on deal stage change using “Workflow Automation”.

 3.17. ClickSend
  • Feature/Setting: Automate SMS surveys via “ClickSend SMS API”; reply tracking automatedly.

 3.18. Calendly
  • Feature/Setting: On appointment completion, automate follow-up survey invitations via “Webhook Notifications”.

 3.19. Jira Service Management
  • Feature/Setting: Automate CSAT survey distribution post-case closure using “Automation Rules”.

 3.20. Airtable
  • Feature/Setting: Automate survey invitations using “Airtable Automations”; gather feedback in linked bases.

 3.21. Monday.com
  • Feature/Setting: Automate recurring surveys post-service via “Automations Center” and survey widgets.

 3.22. Zendesk
  • Feature/Setting: Automate survey/CSAT tickets after ticket resolution using “Triggers & Automations”.

Benefits

 4.1. Automate continuous client feedback capture improving responsiveness to client needs.
 4.2. Automated data collection enables wellness trend analytics for proactive program refinement.
 4.3. Saves manual workload; spa staff focus on client care, not repetitive survey tasks through automating outreach.
 4.4. Enhances client retention through regular, automated engagement showing commitment to their wellness journey.
 4.5. Increases feedback rates due to automated, timely, multi-channel survey options.
 4.6. Enables segmentation and automated personalization of wellness check-ins for different client types.
 4.7. Automatable reminders reduce survey drop-off, maximizing response rates and actionable insights.