Post-service follow-up surveys and case closure emails

Purpose

1.1. Automate the dispatch of post-service follow-up surveys and automated case closure emails to clients, ensuring feedback loop completion and client relationship enhancement after equipment service.
1.2. Automates capture of post-service satisfaction to drive service improvements and reduce manual communication overhead for wholesale ice cream equipment providers in the food & beverage equipment industry.
1.3. Ensures cases are closed in CRM systems only after client confirmation, automating end-to-end support lifecycle.

Trigger Conditions

2.1. Service request marked as 'Completed' in ticketing or CRM system.
2.2. Manual agent prompt or automated case resolution timer elapses.
2.3. Equipment status change or after final work order is digitally signed.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sending via POST to Twilio Programmable Messaging API with template survey link after service completion.
3.2. SendGrid
• Feature/Setting: Automator configured to send transactional survey/case closure email via SendGrid Mail Send API with dynamic fields.
3.3. Mailgun
• Feature/Setting: Email API configured via routes for automating feedback requests and case closure confirmations.
3.4. Outlook 365
• Feature/Setting: Automated email flow via Microsoft Graph API or Power Automate trigger on CRM case status update.
3.5. Gmail API
• Feature/Setting: Use Send Mail endpoint for automating client follow-ups with prefilled templates.
3.6. Zendesk
• Feature/Setting: Automate ticket triggers with webhooks to email or SMS automator on ticket solved event.
3.7. Salesforce Service Cloud
• Feature/Setting: Workflow rules or Process Builder automates survey dispatch and closure notification.
3.8. HubSpot Service
• Feature/Setting: Automating post-ticket workflow to send surveys and automated closure emails.
3.9. Freshdesk
• Feature/Setting: Automate scenario automator rules for after-case actions, triggering survey email.
3.10. SurveyMonkey
• Feature/Setting: Automator uses API to create/send survey links based on client record logic.
3.11. Google Forms
• Feature/Setting: Pre-filled form URLs automatically generated and embedded in emails or SMS.
3.12. Typeform
• Feature/Setting: API integration sends automated survey invitations post-closure.
3.13. Jotform
• Feature/Setting: Automate invitation sending using Jotform’s Marketing Automation API.
3.14. Slack
• Feature/Setting: Bot automation to post internal follow-up alerts and client reminders via Slack API.
3.15. Microsoft Teams
• Feature/Setting: Power Automate flows to send team/channel automated notifications on case status change.
3.16. Pipedrive
• Feature/Setting: Automate email dispatch using CRM Automation flow on deal/service status update.
3.17. Zoho CRM
• Feature/Setting: Workflow automations triggering post-service emails and survey outreach.
3.18. Monday.com
• Feature/Setting: Automated notification and email integration post-item/status update.
3.19. Intercom
• Feature/Setting: Series/inbox automator sends closure and feedback request upon ticket resolution.
3.20. Airtable
• Feature/Setting: Automated scripts or base triggers to dispatch follow-up surveys/case closure notices.
3.21. ActiveCampaign
• Feature/Setting: Automated post-service email series with survey links triggered by CRM event.
3.22. Smartsheet
• Feature/Setting: Automated workflow to generate/schedule emails on service row completion.
3.23. Notion
• Feature/Setting: Integration-based automator posts and manages follow-up to-dos and auto-email.
3.24. Trello
• Feature/Setting: Butler automations fire off emails or Slack reminders on card movement to ‘Closed’.

Benefits

4.1. Automates consistent client engagement and accelerates feedback collection.
4.2. Reduces manual intervention, speeding up the follow-up and closure process.
4.3. Ensures no service case is closed without transparent, automated client confirmation.
4.4. Scales post-service survey and case closure protocol across large wholesale servicing operations.
4.5. Enables service data automation, reporting and analytics for ongoing process optimization.