Customer Engagement & CommunicationPurpose
1.2. Systematically collect, store, and analyze customer sentiment, enabling data-driven improvements in a North Indian restaurant.
1.3. Streamline communication by automating survey distribution, reminders, and follow-ups for higher response rates and actionable insights.
1.4. Enable real-time automated alerts for negative feedback, automating corrective actions and mitigating potential reputation risk.
Trigger Conditions
2.2. Online order completion triggers survey automation on delivery confirmation.
2.3. Recurring automation after every third visit per customer record.
2.4. Automated birthday or occasion-specific surveys for engaged, targeted customer cohorts.
2.5. Event-trigger: Negative keywords detected in interaction logs auto-trigger additional satisfaction survey for deeper insights.
Platform Variants
- Setting: Automate SMS survey sends via Programmable Messaging API; set the sender ID, schedule with cron syntax.
3.2. SendGrid
- Setting: Automate survey email delivery via v3/mail/send endpoint, configure email templates and dynamic fields.
3.3. Typeform
- Setting: Automate form generation via Create Form API, use Webhooks for response collection.
3.4. Google Forms
- Setting: Automate response collection with Forms API; automate triggers by integrating with Apps Script.
3.5. SurveyMonkey
- Setting: Automate survey creation and distribution using SurveyMonkey API v3, set triggers for reminders.
3.6. HubSpot
- Setting: Automate surveys with Service Hub Feedback tool, use Workflow API for timing.
3.7. Zoho Survey
- Setting: Automate survey rollout and reminders with Zoho Survey API, automate contact pulls from CRM.
3.8. Mailchimp
- Setting: Automate campaign scheduling with Surveys Content Block, schedule follow-up automation via Campaign API.
3.9. ActiveCampaign
- Setting: Automate survey invitations within automation builder; configure Contact Automations for follow-up.
3.10. Slack
- Setting: Automate internal notifications about survey results via Incoming Webhooks; respond to negative feedback alerts.
3.11. Zendesk
- Setting: Automate CSAT survey tickets on case closure; via Triggers API, configure automated follow-up.
3.12. Salesforce
- Setting: Automate survey link sends with Survey Invitation API, automate follow-up workflows via Process Builder.
3.13. Facebook Messenger
- Setting: Automate survey distribution with Send API; auto-trigger on recent check-ins.
3.14. WhatsApp Business API
- Setting: Automate sending of survey messages with interactive buttons, automate delivery using session messages.
3.15. Intercom
- Setting: Automate in-app survey delivery via Messenger, configure Triggers for post-interaction automation.
3.16. Klaviyo
- Setting: Automate personalized email surveys via Campaign Automations flow.
3.17. Qualtrics
- Setting: Automate feedback collection with Surveys API; distribute links on event triggers.
3.18. Constant Contact
- Setting: Automate survey invitations using Email Campaigns API, automate periodic reminders.
3.19. Shopify
- Setting: Automate post-purchase survey via Shopify Flow, send via email/SMS templates.
3.20. Freshdesk
- Setting: Automate CSAT surveys on ticket closure, automate reminder flow with Scenario Automation.
3.21. Airtable
- Setting: Automate storage and classification of feedback using Form Automation, notify admins by automation script.
3.22. Microsoft Power Automate
- Setting: Automate survey workflows connecting Forms, Excel, and Teams notifications.
Benefits
4.2. Automated workflows improve response rates and data accuracy, reducing manual errors.
4.3. Automating follow-ups ensures all feedback is acknowledged and acted upon.
4.4. Automated real-time alerts for poor feedback enable faster dispute resolution and improved customer retention.
4.5. Automation of analysis identifies trends, automating improvement recommendations for management.