Communication and Follow-UpsPurpose
1.2. Ensure every service recipient is accounted for in outreach, reduce manual workload, and maintain consistent post-service communication.
1.3. Automatedly standardize, schedule, and personalize communications specific to the tax assistance provided.
Trigger Conditions
2.2. On submission of case closure form by a volunteer or staff member.
2.3. After a session end is logged in an appointment scheduling tool.
2.4. Thirty minutes to twenty-four hours after final tax help session concludes, via automated timer.
2.5. Automated trigger when outcome/status field updates to "Completed" in records.
Platform Variants
• Feature/Setting: SMS APIs automate survey link delivery; configure via Messaging Service SID, set webhook for completion events, and use automated templates.
3.2. SendGrid
• Feature/Setting: Automated email campaigns; use Dynamic Templates with the API, trigger automated send via REST endpoint.
3.3. SurveyMonkey
• Feature/Setting: Use Webhooks for automating survey deployment on survey completion, configure via API v3.
3.4. Typeform
• Feature/Setting: Automated survey invites via Forms API; set up triggers with token-based URLs for each client.
3.5. Google Forms
• Feature/Setting: Automated email scripts in Apps Script; push personalized links via automation after completion event.
3.6. Microsoft Power Automate
• Feature/Setting: Automate flow on record update action; configure with Forms and Outlook connectors for automated survey delivery.
3.7. Salesforce
• Feature/Setting: Process Builder automates outbound emails with survey links; use automated triggers on “Completed” status.
3.8. HubSpot
• Feature/Setting: Automated workflows trigger post-service emails; configure Forms and Survey integration.
3.9. Mailchimp
• Feature/Setting: Automated email journeys; integrate with Triggers API for new completions.
3.10. Zoho CRM
• Feature/Setting: Automate workflows for survey dispatch; use function triggers when case is closed.
3.11. Airtable Automations
• Feature/Setting: Automator sends surveys using “When record matches conditions” trigger and “Send email” or webhooks.
3.12. Slack
• Feature/Setting: Workflow Builder automates direct surveys via API or app integrations on status change events.
3.13. Pipedrive
• Feature/Setting: Push survey links via automated workflow on deal stage set to "Delivered," use API for event trigger.
3.14. Freshdesk
• Feature/Setting: Automate survey follow-ups with “Scenario Automation” rule on ticket closure.
3.15. Intercom
• Feature/Setting: Automated in-app or email survey via Series automation when conversation ends.
3.16. ActiveCampaign
• Feature/Setting: Automated email surveys through automations triggered on contact actions or tag add.
3.17. Constant Contact
• Feature/Setting: Automated email sequences configured via Autoresponder API after client engagement.
3.18. MailerLite
• Feature/Setting: Automated campaigns upon custom event in the tax help workflow via API.
3.19. Jotform
• Feature/Setting: Automated email survey invitations on form submissions using Webhooks/API.
3.20. Google Workspace (Apps Script)
• Feature/Setting: Custom Apps Script automator for automating survey emails post-service, triggered by Google Sheets update.
3.21. Zendesk
• Feature/Setting: Triggered automation for survey dissemination on ticket solved/closed status.
Benefits
4.2. Reduces manual labor and dependency on staff follow-up.
4.3. Automator ensures consistent user experience.
4.4. Enables scalable and error-free automating of survey delivery.
4.5. Aggregates automated feedback data for process improvement, compliance, and funding reports.
4.6. Provides audit trail of automated post-service contact for regulatory or quality assurance needs.