Airtable

How to automate customer feedback collection with Airtable?

Discover how to effortlessly gather customer feedback using Airtable! Our step-by-step guide will show you exactly how to improve response rates and simplify data management in no time.

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Overview

Automating customer feedback collection using Airtable makes gathering information smoother and boosts data analysis. Combining forms, automations, plus third-party tools, it enables a seamless feedback system. It lets you capture, organize, and report data in real-time. Gaining insights into customer satisfaction and areas needing enhancement. No matter your business size, this method conserves time and elevates the quality of feedback.

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How to automate customer feedback collection with Airtable?

Step 1: Set Up an Airtable Base

Start by creating a new base in Airtable just for collecting customer feedback. Give it a name that makes sense, like "Customer Feedback."

Step 2: Design Your Feedback Form

Head over to the "Forms" view in your new base. Design a form with fields that match what you need:

  • Name: Single line text
  • Email: Email
  • Feedback Type: Multiple select (e.g., Compliment, Complaint, Suggestion)
  • Feedback Details: Long text
  • Date: Date (Auto-filled with the current date)

Step 3: Share the Form

Once you're happy with the form, click "Share form" to get a shareable link. You can send this link via email, post it on social media, or embed it on your website.

Step 4: Automate Email Notifications

Go to the "Automations" tab in Airtable:

  • Set up a new automation with the trigger "When a form is submitted."
  • Add an action "Send email" and set it up to send a thank-you email to the email address the customer provided.

Step 5: Create a Zapier Integration

If you need more integrations, use Zapier:

  • Create a Zap with Airtable as the trigger app and "New record in a view" as the trigger event.
  • Choose the action app based on what you need (e.g., Slack for team notifications, Google Sheets for data backup).

Step 6: Set Up Views for Data Analysis

Create different views in Airtable to break down and analyze the feedback:

  • Grid View: For raw data entry.
  • Kanban View: Categorize feedback by type.
  • Calendar View: See feedback over time.

Step 7: Configure Summary Blocks

Use "Blocks" in Airtable for dynamic data summaries and charts:

  • Add a "Chart" Block to see the distribution of feedback types.
  • Use a "Summary" Block to calculate metrics like average feedback score if needed.

Step 8: Automate Reporting

Set up an automation to send weekly or monthly feedback summaries:

  • Use Airtable’s scripting block to gather data.
  • Configure automated emails to send these summaries to stakeholders.

Step 9: Continuous Improvement

Regularly review and update the form fields and automation pipelines based on customer feedback and new needs. Keep making small improvements to capture better insights.

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