Satisfaction survey dispatch post-project completion

Purpose

1.1. Automate the process of sending satisfaction surveys to clients once lighting installation projects are marked as completed, ensuring timely feedback and actionable insights.
1.2. Automatedly collect critical client satisfaction data to improve post-project service, maintain compliance, and support continuous improvement.
1.3. Streamline the feedback loop for lighting contractors, automating follow-ups and analytics to drive customer retention and identify service gaps.

Trigger Conditions

2.1. Automation initiates upon project status updated to “Completed” in the project management or CRM system.
2.2. Automator checks customer contact validity and excludes records with prior survey submissions.
2.3. Automatic trigger can also be set by final invoice payment logged or installed asset registered.

Platform Variants

3.1. Twilio SMS
- Feature: Programmable Messaging API
- Setting: Automatedly send SMS survey link via POST request when job is closed
3.2. SendGrid
- Feature: Email API Send
- Setting: Configure automated email dispatch with survey link using dynamic templates
3.3. SurveyMonkey
- Feature: Create Collector API
- Setting: Automator starts collector, automatedly sends survey to customer email
3.4. Google Forms
- Feature: Forms API BatchCreate
- Setting: Automated email notification with form link triggered by project completion
3.5. Microsoft Power Automate
- Feature: Scheduled Cloud Flow
- Setting: Automate survey dispatch to SharePoint/Outlook contacts when field updated
3.6. Slack
- Feature: Chat.PostMessage API
- Setting: Internal automated alert or direct message with survey link to client’s Slack
3.7. Mailchimp
- Feature: Campaigns API
- Setting: Automating personalized campaign delivery tied to CRM event
3.8. Salesforce
- Feature: Workflow Rule + Messaging
- Setting: Automated workflow triggers survey email using standard or custom object update
3.9. Zoho CRM
- Feature: Workflow Automator
- Setting: Automated correspondence by Workflow Rules on module update
3.10. HubSpot
- Feature: Workflows
- Setting: Trigger automated personalized email with embedded or linked survey
3.11. Typeform
- Feature: Webhooks
- Setting: Fire webhook for new survey entry or automated email link push
3.12. ActiveCampaign
- Feature: Automation Builder
- Setting: Automate survey follow-up for finished deals
3.13. Pipedrive
- Feature: Workflow Automation
- Setting: Automating client notification when deal is “Won”
3.14. Airtable
- Feature: Automations
- Setting: When a record in “Projects” is marked complete, send survey email
3.15. Outlook 365
- Feature: Flow Integration
- Setting: Automator sends email invitation upon calendar or task completion
3.16. Zendesk
- Feature: Trigger Automation
- Setting: Automated ticket closure action fires survey delivery
3.17. Intercom
- Feature: Automated Messages
- Setting: Automating satisfaction survey via in-app or email
3.18. Gmass
- Feature: Mail Merge Scheduling
- Setting: Automator mass-dispatches custom surveys as jobs close
3.19. Freshdesk
- Feature: Scenario Automation
- Setting: Automate satisfaction survey upon ticket/project closure
3.20. Monday.com
- Feature: Automation Recipes
- Setting: Automated item status change dispatches survey via integration
3.21. ClickSend
- Feature: SMS API
- Setting: Automate SMS-based survey post-project through batch sending
3.22. SurveySparrow
- Feature: API Triggers
- Setting: Automating feedback collection upon project milestones

Benefits

4.1. Automated survey collection ensures fast and consistent client feedback retrieval.
4.2. Workflow automator reduces manual administrative burden and survey dispatch errors.
4.3. Automation provides scalable client management, strengthening relationships post-completion.
4.4. Automates tracking of client sentiment for continuous improvement in lighting contractor services.
4.5. Enables real-time feedback for prompt issue resolution through automated notification cycles.