Automated Alerts

Listen. Act. Win.

Identify important response patterns and receive automatic, real-time push notifications that help you act.

How it works…

Set conditions based on how respondents answer surveys. When these conditions are met, they trigger actions such as sending an e-mail, an sms text message, a Twitter direct message or making an API call.

For example, identify disappointed customers automatically based on an NPS or general satisfaction question and push an e-mail alert to their account manager for immediate follow-up.

Why use?

React fast
Win back at-risk customers

Automate a coordinated follow-up
Create a conversation

Actions

When conditions are met, they trigger actions such as sending an e-mail, an sms text message, a Twitter direct message or making an API call.

Send an e-mail to one or more recipients. This mail contains all the information the recipient needs to handle the alert. It contains a link to the real-time respondent report which includes all respondents answers, contact fields, location, etc.

Salesforce integration lets you transfer data seamlessly into Salesforce, without the need to export or import files.

You can create/update contacts, leads, accounts, tasks, events, etc. Tasks can be set as opened or closed, and can be assigned based on salesforce.com lead assignment rules.

Send a Twitter direct message to your Twitter account. This private message does not appear in your public stream.

It contains all the information the recipient needs to handle the alert. It contains a link to the real-time respondent report which includes all respondents answers, contact fields, location, etc.

Send an SMS to one or more recipients anywhere in the world. This SMS text message contains your personal message as well as a short URL to the real-time respondent report which they can view directly on their smartphone or type into their web-browser.

Zendesk integration lets you automatically create a ticket in the popular web-based helpdesk.

For instance, you could ask a respondent in a survey if they would like to be contacted and if so have a ticket created in Zendesk so that your customer support staff can contact them.

Send an HTTP-request. These requests are very powerful, because they allow to interact with other systems and APIs.

For instance, you could create a support ticket in your helpdesk application, based on answers given by a respondent. You could also use CheckMarket’s API to send the respondent a follow-up survey automatically if they answer a certain way or use it to update your own CRM.

Conversation

Surveys can seem like rather one-way communication to respondents. They give their time and effort to complete a survey and too often don’t receive any feedback about their answers.

Automated alerts give you the opportunity to break that perception and quickly interact with your respondents. Alerts, used correctly, can win back at-risk customers. They allow you to communicate with dissatisfied customers to learn and repair damaged relationships through coordinated follow-up.

Variables

One of the real powers of CheckMarket alerts is the use of variables. You can add all kinds of information such as contact and demographic fields from the address book and answers from the survey.

You can even use the variables in the subject and e-mail address. For instance, if an optional field holds the e-mail address of the respondent’s account manager, you add that variable to the “To” field, so that the correct account manager receives the mail. All the variables are also available in the Twitter direct message and HTTP request alerts.