CX Automation and Workflows | Survey Workflows

WORKFLOW BUILDER

Build Workflows for Customer Feedback Automation

Automate repetitive tasks and ensure that feedback and responses are addressed the right way by the right team

Send email and SMS notifications to respective respondents or team members.
Automatically categorize responses using labels, assign tasks to your team members to address customer grievances and setup escalate matrix.
Send automatic follow-up surveys to respondents through email and SMS.
Create a targeted audience list.
Add unlimited actions to target different touchpoints and set triggers based on survey questions, in-survey smart inputs and contact attributes.

AUTOMATE NOTIFICATION WORKFLOWS

Set up conditions to notify the concerned team and Respondents via Email, SMS & Slack.

Keep everyone in the loop by sending response-based notifications to the concerned teams.
Highlight points, set alignments in the message by using the in-app text editor.
Automate post-survey acknowledgments to respondents via email and SMS.
Send both static and dynamic information with data fields containing Survey Response, Hidden Variables, and Contact Attributes.

AUTOMATE RESPONSE ACTIONS

Save time by automating customer feedback process, survey and response categorization and escalation.

Keep everyone in the loop by sending response-based notifications to the concerned teams.
Opt for a better categorization and CX operations - Label responses by marking them as 'important'. Choose from pre-defined tags or create new ones as you go, right from the workflow builder.
Build escalation matrix - Based on responses, assign tasks to a specific team/ team member. Set a due date for resolving the issue and an escalation with a pre-defined due date.
Enable your team to get reminders to take action on important feedback — reach out and follow up with customers to close the feedback loop with automation.

AUTOMATE CONTACT ACTIONS

Automate actions for a respondent in your Customer Feedback Automation Platform. Based on the workflow logic, Contact Actions allow you to:

Add Contacts to a pre-defined Contact List or make a custom audience list for retargeting.
Unsubscribe Contacts from further communications.
Send or schedule a follow-up SMS or Email Survey to the respondents. Use it to get detailed feedback, request testimonials, and investigate issues more deeply.