Regular satisfaction survey dispatch

Purpose

 1.1. Automate the process of dispatching regular satisfaction surveys to customers purchasing non-prescription products from parapharmacy retail, ensuring automated feedback collection and improving customer relationship management.
 1.2. Automating survey delivery sustains continual customer engagement, uncovers actionable insights, and supports service enhancements in pharmacy operations.
 1.3. The automation solution reduces manual workload, standardizes post-purchase follow-up across all channels, and automates tracking for satisfaction metrics over time.

Trigger Conditions

 2.1. Automatedly triggered post-purchase, based on order completion in POS or e-commerce system.
 2.2. Automator activates after customer data entry or digital receipt issuance.
 2.3. Automation can be scheduled (e.g., weekly, monthly) or triggered by customer profile updates.
 2.4. Automatedly triggered after customer support case closure for non-prescription product questions.
 2.5. Automate the survey dispatch after repeat purchase is detected.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Automated SMS messages; configure “Send SMS” API with survey link and customer’s mobile number.

 3.2. SendGrid
  • Feature/Setting: Automate survey email via /mail/send endpoint; configure personalization fields and timed triggers.

 3.3. Salesforce Marketing Cloud
  • Feature/Setting: Automation Studio for scheduled email journey; set up “Send Email” activity with customer segmentation and dynamic content.

 3.4. HubSpot
  • Feature/Setting: Automate using “Workflows”; setup automated email or SMS triggers post-transaction with integrated survey forms.

 3.5. Mailchimp
  • Feature/Setting: Automate “Customer Journey” with timed email; connect post-purchase or list-add triggers to satisfaction survey email.

 3.6. Google Forms + Gmail API
  • Feature/Setting: Automate survey link dispatch using Gmail API’s “messages.send”; trigger by purchase webhook to automate email delivery.

 3.7. SurveyMonkey
  • Feature/Setting: Automated collector; configure via API v3 “send_surveys” for targeted respondent lists and dynamic triggers.

 3.8. Zoho CRM
  • Feature/Setting: Automator with “Workflow Rule”; configure to automate survey email/SMS triggered after deal or contact update.

 3.9. Slack
  • Feature/Setting: Slack API “chat.postMessage”; automate satisfaction bot message to designated channel when product purchased.

 3.10. Microsoft Power Automate
  • Feature/Setting: Automated flow; configure with trigger “When an item is created (in SharePoint)” to send a survey via Outlook Mail connector.

 3.11. Typeform
  • Feature/Setting: Automated survey request via “Email Invites” API; trigger from events like order-complete and personalize link.

 3.12. Zendesk
  • Feature/Setting: Automate “Trigger” to send post-ticket satisfaction survey; configure survey email on ticket closed event.

 3.13. ActiveCampaign
  • Feature/Setting: Automate using “Automations” module; configure condition “Makes a purchase” then “Send email” with survey link.

 3.14. Intercom
  • Feature/Setting: Automated message; use “Outbound Messages” feature to prompt survey after conversation closes.

 3.15. Shopify
  • Feature/Setting: Automating via “Flow” app; trigger post-purchase event to send automated email/SMS with survey link.

 3.16. Klaviyo
  • Feature/Setting: “Flow” automation; use “Placed Order” trigger and automated survey dispatch via email/SMS template.

 3.17. WhatsApp Business API
  • Feature/Setting: Automate post-purchase messaging via “Send Message” endpoint with survey link.

 3.18. Customer.io
  • Feature/Setting: Automated campaign builder; configure trigger event and automated message with embedded survey.

 3.19. Jotform
  • Feature/Setting: API “createSubmission” to automate sending satisfaction survey and collecting responses real-time.

 3.20. Freshdesk
  • Feature/Setting: “Automations” under Admin; after ticket resolved, automate feedback survey dispatch by email.

 3.21. Pabbly Connect
  • Feature/Setting: Automate workflow when a sale is recorded; configure to send satisfaction survey via chosen channel.

 3.22. Telegram Bot API
  • Feature/Setting: “sendMessage” method to automate survey dispatch to customer after a retail interaction.

Benefits

 4.1. Automates repetitive follow-up actions, freeing staff resources.
 4.2. Automatedly ensures 100% of eligible customers receive satisfaction surveys.
 4.3. Automation boosts feedback rates, informing product and service improvements.
 4.4. Streamlines CRM data enrichment with auto-collected insights.
 4.5. Automator reduces follow-up errors, ensuring standardized experiences.
 4.6. Enables scalable satisfaction tracking and automatable reporting over time.
 4.7. Ensures compliance in communication timing, privacy, and opt-out, via automation settings.