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First American SMS - Distribution Process Automation |
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Client
We collect and analyze customer feedback on a daily basis. The feedback survey is sent when a case for a particular customer is closed.
This process was manual and we needed an efficient automated solution.
QuestionPro provided us with the infrastructure to setup the feedback survey, collect data and analyze the collected data.
However, they did not have a mechanism to automatically send the feedback when a case was closed.
QuestionPro custom developed an automation solution for us. We can now simply email a file containing the email addresses (and other
related information) of customers whose cases have been closed. The file is automatically processed and feedback surveys are
distributed to the email addresses in the file.
Patrick Schultz, Vice President, First American SMS
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Challenge
First American SMS collects and analyzes customer feedback on a daily basis. The feedback survey is sent when a case for a particular
customer is closed. This process was manual and an efficient automated solution was needed.
The manual process involved collecting the information about a case (i.e. representative who closed the case,
case number, customers email address etc), then uploading this information into QuestionPro and sending the feedback
survey via the Address Book interface.
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Solution
QuestionPro developed a custom solution to automate the distribution process of the feedback surveys. The solution provides
a simple email interface such that the First American SMS administrators email an attached CSV (comma separated file) to a
particular QuestionPro email address. The attached CSV file contains information about the various cases that were closed on that day.
The QuestionPro engine periodically collects the emails, parses the attachments and uploads the parsed information. Once uploaded,
the engine then distributes feedback surveys to the customers listed in the CSV file.
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Result
The automated solution optimized the feedback survey distribution process by 50% and also reduced errors that sometimes occurred
with manual distribution.
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Additional Resources
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