Want to keep up with your competitors, improve your product or service, and save time, money and resources all in one epic swoop? Name someone who doesn’t. I’ll wait…
But it sounds difficult, right? Impossible, even. How can something save time and money, and yet still be more efficient? Well friend, welcome to the new world. Technology is now clever enough to automate tasks. What might’ve taken hours or days before can now take a few moments while you pop to the loo. In fact, if we’re talking about automation in user feedback collection (which we most certainly are) then you can wave goodbye to old school user feedback. It just doesn’t cut it anymore.
7 Automation Tools for User Feedback Collection
AI has come a long way in the last ten years. There are tasks you can automate today that were seen as science fiction a decade ago. Let’s take a look at some of the ways you can automate user feedback collection and other mundane work tasks, starting today.
Calendly is the must-have scheduling tool that helps users set up and manage appointments and meetings more efficiently. It integrates with calendar apps so that people can book time slots with you based on your availability. You’ll be notified when a new appointment has been made and it’ll go straight into your calendar, saving you time organizing a date.
How to Use Calendly to Automate Your Schedule
To use Calendly, sign up for an account, connect your calendar, and create event types with your preferred meeting duration and availability.
When you want to arrange a meeting with a colleague, user, or prospect, simply share your Calendly link (which you can find on your profile) with participants. They can then choose a convenient time from your available slots. Calendly automatically syncs with your calendar, preventing double bookings, and sends email notifications and reminders to both you and your guests.
If you want to take your Calendly game to the next level, you can even integrate it with other apps and services to streamline your scheduling process and save you time on back-and-forth emails and coordination.
Refive flips the game on its head. It enables marketers to use digital receipts and other smart touchpoints to collect in-store customer data. This unique form of data capture allows brick-and-mortar retailers to personalize engagement as easily as online in order to drive retention, increase purchase frequencies and grow basket sizes.
How to Use Refive to Automate Personalization
Refive specializes in the ability to use digital receipts and other in-store customer data to personalize engagement. To do this, you first have to integrate the Refive platform with your point-of-sale system. This can be done on the Refive platform itself.
Now, when you make a sale, your receipts will have a scannable QR code. Provide your customers with a scanner, and an encouragement to use it (rewards, promotions, surveys, for a digital copy, etc.). When the customer scans their receipt, the data is automatically sent to Refive’s servers.
Refive will automatically analyze the receipt data to identify the customer and their purchase history. Now you can access that data to improve marketing campaigns, customer loyalty, and retention.
SurveyMonkey makes customer feedback simple. It’s an online survey platform that enables users to create and distribute surveys and questionnaires with ease. It offers a range of survey templates and analytical tools to collect and analyze feedback and data from respondents.
How to Automate User Feedback Collection with SurveyMonkey
Firstly, you’ll want to create your survey in SurveyMonkey with the questions you want to ask. You can get help from other AI tools like ChatGPT to refine your questions.
After you have your survey ready, you’ll want to integrate it with an automation tool like Zapier or Microsoft Power Automate to set up trigger events. You can choose where these triggers will occur. For example, it could be upon making a purchase, completing a support ticket, or signing up for a newsletter.
When the event is triggered, the customer will automatically receive the survey directly to their emails (unless you’ve set it up to arrive via a different communication channel).
Once the customer has completed the survey, their data will be collected and stored by SurveyMonkey for analysis. Easy!
Medallia is a leader in automating customer feedback collection. It’s a customer experience management platform that provides insights into customer satisfaction, loyalty, and sentiment to help organizations improve their products and services.
How to Automate User Feedback Collection Using Medallia
Medallia is very similar to SurveyMonkey in many ways. It can effectively do the same thing in regards to capturing survey results and analyzing them on Medallia’s platform. However, you can also use it to capture feedback data from support interactions.
All you have to do is integrate your customer support ticketing system (like Zendesk) with Medallia, either through APIs or third party connectors. When this happens, Medallia will automatically capture feedback data from customer support interactions and incorporate it into your overall feedback analysis in Medallia.
Once the integration is established, you just have to sit back and watch the magic happen.
HubSpot is the go-to CRM software. It’s an inbound marketing, sales, and customer service platform. It offers tools for marketing automation, customer relationship management (CRM), content management, and analytics to help businesses attract, engage, and retain customers.
How to Automate Marketing with Hubspot
Hubspot can automate several processes at once. Like all platforms, you’ll first have to sign up and set up your account. Once that’s out the way, you can import your contacts (if you’ve been storing them in a separate database until now).
On their user friendly platform, you’ll find ways to set up email campaigns, social media posting, and build landing pages that capture your leads’ information. You can even schedule content to be released at a certain time that best suits your audience.
There’s lots to play around with, but the intuitive design will make it easy to find out what works for you.
Ask Nicely and you’ll get more customers. It couldn’t be easier. This customer feedback and Net Promoter Score (NPS) platform helps companies gather real-time feedback from customers and measure their loyalty and satisfaction.
How to Automate Customer Feedback Collection with AskNicely
AskNicely works in much the same way as SurveyMonkey. It integrates with various customer touchpoints like email, SMS, and in-app messaging to automate customer feedback collection.
You can set up surveys with a variety of templates, and set them on pre-defined triggers like after checkout.
Once AskNicely has collected the feedback for you, it will analyze it and present it in real-time dashboards, allowing you to easily track performance, identify trends, and take immediate action to improve customer satisfaction and loyalty.
7. Zoho CRM
Zoho CRM is another customer relationship management software but this one specializes in helping businesses manage their sales, marketing, and customer support activities. It offers tools for lead management, contact management, sales automation, and analytics.
How to Automate Sales with Zoho CRM
Zoho CRM streamlines lead management, contact nurturing, and deal progression by automating lead capture through web forms and funneling all leads into the CRM. You can set up the automation rules yourself to score more leads and assign them to the right sales reps.
Like Hubspot, you can also trigger personalized email sequences at various stages of the sales cycle. Zoho CRM can also automate repetitive tasks that consume valuable time. Follow-up reminders, task assignments, and data updates can all be easily automated.
Once the data has been collected, Zoho offers AI-driven insights to predict sales trends and prioritize leads, making the sales process more data-driven and efficient.
As if all this wasn’t enough, it provides analytics and reporting tools to measure sales performance and identify areas of improvement. It’s one of the best ways to optimize your sales efforts through automation.
All this automation is enough to make AI cry!
Automating More Complex Processes
Not everything is as simple as automating an email or a survey. Some processes, like user research, need to be done in person. Sure, you can practice with ChatGPT and hone your skills first, but if you want to really gather the research from your users, you can’t automate it. It needs to be done in person.
But that doesn’t mean you can’t automate and streamline the analysis and group the feedback afterwards…
tl;dv is an online meeting recorder that records, transcribes, and automatically summarizes your meetings. Its intuitive AI takes notes while you’re on the call so you can easily keep track of subtopics and hop back when you need to analyze your feedback.
If you want a fantastic remote UX research tool, tl;dv should be your go-to. Its GPT-powered AI can also assist you in compiling highlight reels from a number of user interviews all mashed into one. For example, search your tl;dv library (all the meetings you’ve ever recorded) for a keyword. Let’s say “pricing”. You’ll immediately get a list of videos where the transcript mentions the word “pricing” or where the AI has surmised that that’s what you’re talking about.
It doesn’t stop there. You can rewatch each recording, jumping straight to the part of the conversation that talks about “pricing” or your keyword of choice. Not only does it make rewatching and analyzing far less time-consuming, it’s also just a few clicks from here to make a montage that makes presenting your feedback so much easier. Just use the voice of the customer.
In addition to the way tl;dv simplifies complex work processes and automates user feedback collection, it also has a wide range of other features that make meetings much more simple. You can timestamp certain parts of the talk mid-call and link the exact moment directly to your colleagues’ emails. You can take notes manually if there’s something specific you want to remember, or you can let the AI do it. Finally, you can translate the transcript instantly in almost 30 languages.
Whether you’re using Zoom or Google Meet, tl;dv is your one-stop suite of video recording tools. Well, only if you’d like to make your life easier that is.
Ready. Set. Automate!
Now you know the mystical powers of AI, it’s time to implement them. To get started with tl;dv takes a matter of minutes and is completely free of charge. That’s right, you won’t pay a penny to try it out for as long as you want.
As for the other tools, most offer some kind of free trial or another. Have a play around with the different ways you can automate your user feedback collection and other common work processes and see what works best. No two businesses are the same; you’ll have to find what works for you.