Customer Retention & SatisfactionPurpose
1.2. Ensure every customer has an automated touchpoint post-policy purchase, claim, or renewal to gather actionable feedback.
1.3. Automate survey frequency to align with policy lifecycle events, claims, anniversaries, or support interactions.
1.4. Build a data-driven feedback loop for management to identify trends, automate processes for follow-up, and trigger positive review requests.
Trigger Conditions
2.2. Claim closure event automates satisfaction survey dispatch.
2.3. Annual renewal automates survey invitation.
2.4. Support ticket resolution triggers automated survey outreach.
2.5. Custom intervals (e.g., quarterly) automate survey distribution via pre-configured logic.
Platform Variants and Configurations
• Feature/Setting: Automate SMS survey message via Programmable Messaging API; configure from number, message template, schedule.
3.2. SendGrid
• Feature/Setting: Automate survey email via Mail Send API; use dynamic templates, scheduling, and list segmentation.
3.3. Mailchimp
• Feature/Setting: Automate survey campaigns using Journey Automation; configure event triggers, audience, and frequency.
3.4. SurveyMonkey
• Feature/Setting: Automate survey distribution via Webhooks; configure post-event triggers and personalized links.
3.5. Google Forms via Gmail API
• Feature/Setting: Automate sending pre-filled Google Form links using Gmail API after defined automation events.
3.6. Salesforce
• Feature/Setting: Automate survey invitation via Salesforce Surveys and Process Builder/Flow Automation; configure logic to fire on customer milestones.
3.7. HubSpot
• Feature/Setting: Automate customer feedback surveys using Workflows; set contact property triggers and survey types.
3.8. Zoho CRM
• Feature/Setting: Automate email survey sending through Workflow Rules; configure triggers based on custom modules/events.
3.9. Microsoft Power Automate
• Feature/Setting: Automate survey workflows linking Forms and Outlook; configure scheduled flows and event-based triggers.
3.10. Slack
• Feature/Setting: Automate internal posting of survey links via Incoming Webhooks post-interaction for staff feedback cycles.
3.11. Intercom
• Feature/Setting: Automate in-app surveys; use Series with event and property-based conditions.
3.12. Zendesk
• Feature/Setting: Automate CSAT survey automatedly after ticket closure using Triggers and Automation rules.
3.13. ActiveCampaign
• Feature/Setting: Automate satisfaction survey sequences; configure If/Else logic based on client status updates.
3.14. Typeform
• Feature/Setting: Automate survey invitations using Typeform Connect integrations; configure triggers from CRM updates.
3.15. Qualtrics
• Feature/Setting: Automate survey delivery via API; configure distribution triggers on claim settlement or renewal events.
3.16. Constant Contact
• Feature/Setting: Automate survey campaign emails via EventSpot API; set recurrence and lists.
3.17. Monday.com
• Feature/Setting: Automate customer feedback processes using Automations recipes connecting forms and board updates.
3.18. Freshdesk
• Feature/Setting: Automate post-support interaction survey emails using Supervisor/Automation rules.
3.19. Trello via Butler
• Feature/Setting: Automate reminders and survey dispatch using Card Due commands post-client onboarding.
3.20. Airtable
• Feature/Setting: Automate survey email delivery using Airtable Automations; set triggers based on record status changes.
Benefits
4.2. Automator sequences reduce manual errors and administrative overhead.
4.3. Automatedly gather continuous insights for proactive retention efforts.
4.4. Automate personalized customer journeys, driving loyalty and advocacy.
4.5. Create automatable audit trails for compliance and quality assurance.