Timely feedback request and follow-up for all services

Purpose

1.1. Automate systematic, timely feedback requests and follow-ups for all users post-interaction in a roommate referral service, ensuring prompt insights, service optimization, and automated customer satisfaction management.
1.2. Create an automatable, consistent process to gather reviews, address issues, and enhance quality by automating customer communication flow.

Trigger Conditions

2.1. Automatedly triggered after completion of roommate matching or after a specified number of days post-service delivery.
2.2. If no response is received within a configured wait period, the follow-up automation is triggered.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS feedback requests via API; configure message template and timing using Messages API (POST /Messages).
3.2. SendGrid
• Feature/Setting: Automate email dispatch for feedback with the Single Send API and event webhook for response tracking.
3.3. Intercom
• Feature/Setting: Automate in-app/chat feedback requests using Conversations API; schedule automated follow-up messages.
3.4. HubSpot
• Feature/Setting: Automate email feedback workflows using Workflow Automation and Conversations API endpoints.
3.5. Mailchimp
• Feature/Setting: Automate feedback email campaigns using Campaigns endpoint, triggered by API event inserts.
3.6. Slack
• Feature/Setting: Automate direct Slack messages for roommate feedback via chat.postMessage API endpoint.
3.7. Zendesk
• Feature/Setting: Automate ticket creation and satisfaction survey emails via Tickets and Satisfaction Rating APIs.
3.8. Freshdesk
• Feature/Setting: Automate customer satisfaction surveys using Feedback Survey API and Ticket Automations.
3.9. Google Forms
• Feature/Setting: Automate feedback form dispatch via API and automate data collection using Forms API publish events.
3.10. SurveyMonkey
• Feature/Setting: Automate survey invitations and reminders using Collectors API endpoint for scheduling.
3.11. Salesforce
• Feature/Setting: Automate follow-up tasks and feedback emails using Flow Automation and Survey Invitation API.
3.12. ActiveCampaign
• Feature/Setting: Automate post-service automated emails using Automations endpoint and trigger links.
3.13. WhatsApp Business API
• Feature/Setting: Automate WhatsApp feedback solicitation using /messages endpoint for automated messaging.
3.14. Microsoft Outlook
• Feature/Setting: Automate feedback request emails using Microsoft Graph API /sendMail endpoint.
3.15. Facebook Messenger
• Feature/Setting: Automate feedback bot messages using Send API; automate triggered responses.
3.16. Zoho CRM
• Feature/Setting: Automate customer feedback emails using Workflow Rules and webhooks in automation.
3.17. Pipedrive
• Feature/Setting: Automate activity/feedback logging and emails via Automation and Activities API.
3.18. Typeform
• Feature/Setting: Automate feedback form distribution using Responses API and automated email invites.
3.19. ClickSend
• Feature/Setting: Automate SMS feedback requests using /sms/send endpoint and automated follow-up workflow.
3.20. Gmail
• Feature/Setting: Automate email feedback requests using Gmail API send endpoint; automation for reminders.

Benefits

4.1. Automates the entire feedback collection, ensuring no manual delays or omissions.
4.2. Enables rapid, automated service adjustments based on real-time feedback and automating customer engagement.
4.3. Automating request/follow-up maximizes review response rates and automatable customer retention.
4.4. Automation reduces administrative workload, freeing human resources for higher-value automatable tasks.
4.5. Ensures a seamless, professional, and automatedly consistent communication experience with all service users.