1.Runs custom paid-claims query
Integrate PostgreSQL and database query tools to run a custom query and return qualifying paid-claim rows for survey sending.
Send landlord satisfaction survey after closed paid claims
Automatically find recently paid claims across PostgreSQL and send satisfaction surveys across Campaign Monitor. Get short survey emails after each paid-claim date, so your team can deliver CSAT follow-up, capture landlord feedback, and route replies without manual reporting.
How this automation accelerates your CSAT follow-up
When paid claims close but satisfaction outreach stays manual, feedback arrives late and teams miss key moments. This automation runs a custom paid-claims query and sends smart transactional satisfaction emailsβso your team can collect feedback without chasing lists.
PostgreSQLor swap with your favorite app
2.Sends smart transactional email
Integrate Campaign Monitor and email delivery tools to map recipients and fields and send each landlord a satisfaction survey email.
Campaign Monitoror swap with your favorite app
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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