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Distribute satisfaction surveys after events

Purpose

1.1. Automate the distribution of satisfaction surveys to event attendees after mobile catering events, enabling automated feedback collection for service quality measurement and business improvement.
1.2. Automatedly collect real-time customer insights, monitor staff performance, and identify areas for operational automation.
1.3. Enable swift, automator-driven responses to issues, building loyalty through efficient, automated communication cycles.

Trigger Conditions

2.1. Event marked as completed in the catering management system.
2.2. Customer record updated with event participation.
2.3. Pre-determined elapsed time after event finish (e.g., 2 hours post-event).
2.4. Scheduled automation workflow based on CRM event date/time.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: API for programmable SMS; automatedly send personalized survey links post-event with parameters event_id, customer_phone.
3.2. SendGrid
- Feature/Setting: Transactional Email API; automate email survey sending using dynamic email templates and substitution tags.
3.3. Mailchimp
- Feature/Setting: Campaigns API; automates survey campaigns following audience segmentation after events.
3.4. SurveyMonkey
- Feature/Setting: Webhooks & REST API; automate survey creation/distribution via send_survey endpoint.
3.5. Google Forms
- Feature/Setting: Forms API; automate generating and sending form links to attendee emails retrieved from CRM.
3.6. HubSpot
- Feature/Setting: Workflows and Email API; automate customer follow-up with embedded surveys.
3.7. Zoho CRM
- Feature/Setting: Workflow Rules & Deluge Scripts; automate post-event task creation triggering survey emails.
3.8. Slack
- Feature/Setting: Webhooks; automate direct messaging of survey requests in shared client channels.
3.9. WhatsApp Business API
- Feature/Setting: Send message endpoint; automates survey distribution with quick reply options.
3.10. Typeform
- Feature/Setting: Typeform API; automate dispatching unique survey links through integration triggers.
3.11. Microsoft Power Automate
- Feature/Setting: Automated cloud flow template; chain CRM trigger to survey email send.
3.12. Salesforce
- Feature/Setting: Process Builder/Flow; automate post-event survey sending via Email Alert action.
3.13. ActiveCampaign
- Feature/Setting: Automations; trigger survey campaigns post-tag applied for completed events.
3.14. Intercom
- Feature/Setting: Post-event auto-messages; automate satisfaction survey to recent contacts.
3.15. Klaviyo
- Feature/Setting: Event-triggered Flows; automate survey survey email after custom event trigger.
3.16. Pipedrive
- Feature/Setting: Workflow Automation; send external survey via email once deal status is “won”.
3.17. AirTable
- Feature/Setting: Automations; triggers send survey email on newly added event attendee record.
3.18. Freshdesk
- Feature/Setting: Automations; send feedback requests after event-ticket closure.
3.19. Gmail API
- Feature/Setting: Automate direct survey email to attendees using send endpoint.
3.20. Constant Contact
- Feature/Setting: Email Campaign API; automate batch survey invites to post-event lists.
3.21. Zapier
- Feature/Setting: Multi-step Zap; automates cross-platform workflows for survey distribution.
3.22. Facebook Messenger API
- Feature/Setting: Send API; automate direct survey messages to event registrants.
3.23. Smartsheet
- Feature/Setting: Automated Alerts & Actions; automate sending surveys following new row entries for attendee feedback.

Benefits

4.1. Automates repetitive and manual survey distribution, saving staff hours weekly.
4.2. Automation accelerates response cycles, providing faster feedback analytics.
4.3. Automated survey reminders boost completion rates, making datasets more actionable.
4.4. Automating post-event surveys standardizedly ensures consistent customer experience monitoring.
4.5. Automation makes the feedback loop scalable as the mobile caterer expands events or client base.

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