{"id":23854,"date":"2018-02-09T00:00:00","date_gmt":"2018-02-09T00:00:00","guid":{"rendered":"https:\/\/inmoment.com\/?p=23854"},"modified":"2021-06-22T16:11:42","modified_gmt":"2021-06-22T16:11:42","slug":"what-are-webhooks-how-to-use-webhooks-for-cx-survey-feedback","status":"publish","type":"post","link":"https:\/\/inmoment.com\/blog\/what-are-webhooks-how-to-use-webhooks-for-cx-survey-feedback\/","title":{"rendered":"How to Use Webhooks to Turn Your Software Platforms into a Digital Relay Team"},"content":{"rendered":"
Bang!<\/span><\/p>\n The starter pistol has fired for the relay race and you\u2019re sprinting to get the baton to the next runner. As soon as you pass them the baton, they\u2019re off to the next runner, and then the next, until the last runner crosses the finish line. <\/span><\/p>\n Using webhooks is like a digital relay race, with a trigger in one web application starting a sequence of events that passes data from one platform to the next, optionally triggering an event in each as the baton gets passed through the relay sequence. <\/span><\/p>\n You\u2019ve got a team of software platforms that you use, like Zendesk or Intercom<\/a> for support requests, Wootric for customer feedback, Salesforce as your system of record for Sales & Customer Success, and Tableau for analytics. With webhooks, you can create a digital relay of data. Once these systems are passing info to each other you can accomplish all kinds of workflows that streamline data collection, analysis and action. <\/span><\/p>\n To skip the technical definition to get to the uses of webhooks, click here!<\/span><\/a><\/p>\n Webhooks<\/span><\/a> are \u201cuser defined” notifications that allow a web application — a.k.a. a cloud-based software platform or software system — to provide or receive real-time information to or from another web application about an event’s completion.<\/span><\/p>\n Webhooks can be incoming<\/strong>, i.e. the app is getting notified when something happens along with context around that event, or they can be outbound<\/strong>, i.e. the app is sending notifications out to other apps about events that occur within its services, along with context around that event.<\/p>\n It is inefficient <\/span><\/a>to constantly request data from another network (a.k.a. polling for new data at regular time intervals in engineer-speak) and many internet browsers cannot support <\/span>having an open connection between two web applications<\/span><\/a>. Webhooks are an efficient, flexible, and convenient way to bring up-to-date data into the web applications you use regularly. <\/span><\/p>\n Compared to hiring a developer to create a native integration of one application on another, webhooks are a tech-lite method to sync data and trigger workflows across multiple applications. This also has the benefit of letting you work mainly on the software systems that you are most familiar with. <\/span><\/p>\n<\/div>\n Webhooks\u2019 capabilities allow you to:<\/span><\/p>\n All of these can be combined to create “relays” for insight in a customer feedback program. Here are a couple of common use cases:<\/span><\/p>\n One prevalent use case for webhooks is triggering a survey after the closure of a support ticket in Zendesk or a customer conversation in Intercom<\/a>.<\/span><\/p>\n Let’s take the support ticket example. <\/span>Zendesk<\/span><\/a> tickets are loaded with information, like ticket ID # and ticket requester email, that can be sent via a webhook to Wootric to trigger a Customer Satisfaction (CSAT) survey. <\/span><\/p>\n This additional information, or properties, allow you to customize the title and body of the email survey that gets sent to your customer.<\/span><\/p>\n Having CSAT feedback after support cases are closed can help inform the training and organization of your support teams. You\u2019ll have a better understanding of your customer\u2019s expectations of interactions with the Support team. CSAT feedback at this journey point can help you identify any gaps in your support experience.<\/span><\/p>\n Using Salesforce workflows and our outbound webhook, you can close the loop with unhappy customers by triggering a new case to open for Support or Success when a poor CSAT score comes in, or assign a task of follow up to specific individuals. This will show your customers that you are actively listening to their feedback and value it, making it more likely for them to stick with you. It can also clear up any potential miscommunication that may have occurred during the original interaction.<\/span><\/p>\n As you plan out your webhooks, be wary of survey fatigue. Wootric has built in protection from sending surveys too frequently to customers so you don\u2019t have to worry about accidentally bombarding customer inboxes.<\/span><\/p><\/blockquote>\n Another useful way to use webhooks is to have Mixpanel<\/a> events, such as a customer creating their first report with your app or completing their first order, trigger a survey for specific segments of users.<\/span><\/p>\n Let\u2019s say you are a meal kit delivery app, like Blue Apron or HelloFresh, and you want to test a new dinner party kit. <\/span><\/p>\n You can use a webhook to survey the dinner party kit customers the next time they log in your meal kit app. That survey might be a Customer Effort Score (CES) survey (” How easy was it for you to cook your dinner party meal?”), or it might be a CSAT survey, depending on what kind of feedback you are looking for. <\/span><\/p>\n This feedback would identify improvements that need to be made to the new dinner party meal kit. It will also identify people who love it. Another webhook can trigger a task be assigned to a marketing team member to reach out to those promoters for testimonials or a potential interview. <\/span><\/p>\n Compiling all of your data from multiple web applications for correlating analysis can be tedious and frustrating. Sometimes it can feel like your data is trapped in one app or another with no way of importing that data in real time. <\/span><\/p>\n Webhooks allow you to bring data from multiple sources for consolidated, holistic reporting. This helps you create beautiful reports, rich with context, and connect all of your various analyses to guide organizational action.<\/span><\/p>\n If you\u2019ve already been surveying customers with Wootric, our dashboard has been helping you manage your customer feedback program. We often see our customers’ business analysts<\/a> use webhooks to report customer experience metrics, like Net Promoter Score, alongside other KPIs, such as churn or expansion revenue.<\/span><\/p>\n Webhooks allow you to take all of the raw data from Wootric and send it to interactive data visualization applications like Tableau<\/a>, Chart.io<\/a>, or Looker<\/a> as the feedback comes in, in real time.<\/span> The information reflected in charts is updated every time new survey feedback comes in.<\/span><\/p>\nWhat Exactly are Webhooks?<\/span><\/h2>\n
What are Webhooks Used For?<\/span><\/h2>\n
\n
\n<\/span><\/li>\n
\n<\/span><\/li>\nImproving Customer Support <\/span><\/h2>\n
Use Case: Zendesk Support Ticket Closure Triggers Email Customer Satisfaction (CSAT) Survey<\/span><\/h3>\n
Keep the Relay Going: Follow-up with Dissatisfied Customers<\/span><\/h2>\n
Use Case: Salesforce Workflows or Zapier webhook triggers a new case open or follow-up task<\/span><\/h3>\n
Take Action or Test a New Strategy with One Segment of Customers<\/span><\/h2>\n
Use Case: Mixpanel Event in Specific Segment Triggers an In-App Customer Survey<\/span><\/h3>\n
Incorporate CX Metrics into Business Analytics<\/span><\/h2>\n
Use Case: Send Wootric Net Promoter Score Survey Data into Tableau or Chartio<\/span><\/h3>\n