Keeping a pulse on your customers’ experiences and satisfaction levels is crucial to success. Whether you're in customer service, product development or marketing, gathering and acting on feedback helps shape better customer experiences. HubSpot's latest product update aims to simplify this process by enabling Service Hub Pro+ users to send feedback surveys directly through workflows.
How Does It Work?
This new functionality works in just a few simple steps. Here's how you can take advantage of it:
- Create Your Survey: First, build your survey using HubSpot’s survey builder.
- Choose "Workflow" as the Delivery Channel: When setting up your survey, select “Workflow” as the delivery option.
- Set Up the Workflow: From there, you can configure your workflows to automatically trigger and send the survey based on predefined conditions, such as after a customer interaction or a specific event in the customer lifecycle.
Why Does This Matter?
Before this update, users had to rely on cumbersome workarounds, such as emailing survey links or using third-party tools. These methods were time-consuming and, in some cases, restricted to Marketing Hub Pro+ users. With this update, Service Hub Pro+ customers gain an easier way to collect feedback within their workflows, which is both time-efficient and user-friendly.
This feature eliminates the need for external tools or manual tracking, ensuring you can gather customer feedback automatically as part of your existing workflow processes. By simplifying this process, businesses can focus more on responding to feedback and improving the customer experience rather than dealing with complicated survey distribution methods.
Final Thoughts?
As always, HubSpot makes it easier for businesses to manage their marketing, sales, and customer service efforts on the same platform. This update ensures that Service Hub Pro+ customers can collect feedback more efficiently without external tools or clunky workarounds.
