Visitor Experience AutomationPurpose
1.2. Automates survey delivery via SMS, email, or messaging platforms minutes or hours after a guest exit is detected.
1.3. Automates the aggregation of feedback into CRM or BI dashboards for analytics and improvement.
1.4. Automates follow-ups to dissatisfied visitors, offering resolution or incentives for a better experience.
1.5. Automates trend detection, escalating urgent negative feedback to management.
Trigger Conditions
2.2. Automates from geofence/physical exit (via WiFi/beacon detection).
2.3. Automated survey scheduling based on calendar event completion.
2.4. Automation from CRM visitor status update to “departed.”
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Automate SMS send on event trigger; configure Programmable Messaging API with recipient data and timed workflow.
3.2. SendGrid
- Feature/Setting: Automate survey emails; configure Single Send API with custom email template and schedule automation.
3.3. SurveyMonkey
- Feature/Setting: Automates survey distribution via API; trigger collector link with visitor email/phone upon exit event.
3.4. Typeform
- Feature/Setting: Automated personalized web surveys; configure API to prepopulate visitor data and trigger send.
3.5. Google Forms + Gmail
- Feature/Setting: Automate form link dispatch using Gmail API and Google Apps Script automation.
3.6. HubSpot
- Feature/Setting: Workflow automator triggers survey email when contact property changes to “visited.”
3.7. Salesforce
- Feature/Setting: Automate survey email from Marketing Cloud via Journey Builder; trigger from contact update.
3.8. Zendesk
- Feature/Setting: Automated satisfaction survey tickets via Trigger Automation; configure post-visit event.
3.9. Mailchimp
- Feature/Setting: Automates survey campaign using API when tag “post-visit” is added to list member.
3.10. Microsoft Power Automate
- Feature/Setting: Automated flow sends Microsoft Forms survey via email/SMS upon Power Automate trigger.
3.11. WhatsApp Business (Meta API)
- Feature/Setting: Automates survey messages with interactive buttons via WhatsApp Cloud API on exit event.
3.12. Facebook Messenger
- Feature/Setting: Automated chatbot follow-up with survey link; Messenger Platform Send API triggered via webhook.
3.13. Slack
- Feature/Setting: Automated direct message with Feedback Survey using Slack API and workflow builder on exit event.
3.14. Freshdesk
- Feature/Setting: Automates feedback ticket creation and survey email via scenario automation rules.
3.15. Intercom
- Feature/Setting: Automated message or bot fires with survey when visit attributes match post-visit.
3.16. Zoho CRM
- Feature/Setting: Workflow rules automate survey email when contact status changes.
3.17. ActiveCampaign
- Feature/Setting: Automate survey sequence launch when tag or custom field triggers automation.
3.18. Klaviyo
- Feature/Setting: Automates survey campaign from event-triggered Flow (API/segment).
3.19. Airtable Automations
- Feature/Setting: Automated sending of survey email/SMS when new record of visit completion is added.
3.20. Alchemer (formerly SurveyGizmo)
- Feature/Setting: Automates API triggers for survey delivery based on visitor database updates.
3.21. Monday.com
- Feature/Setting: Automation recipes send custom survey links upon item status change (“visited”).
3.22. Qualtrics
- Feature/Setting: Automates email/sms distribution with XM Directory triggers and API orchestration.
3.23. Trello + Butler
- Feature/Setting: Automates survey reminder when a card is moved to a “completed visit” list.
3.24. Pipedrive
- Feature/Setting: Automates survey via email when deal stage updates to “Post-Visit.”
Benefits
4.2. Automates rapid response to concerns, increasing visitor loyalty.
4.3. Centralizes automated visitor experience analytics.
4.4. Automates personalized communication to boost future engagement.
4.5. Ensures feedback collection is consistent and scalable through automation.