# Marketing automation and NPS surveys https://seo7.es/en/servicios/inteligencia-artificial/marketing-nps Updated: 2026-10-05 *AI & automation* We measure loyalty and grow repeat sales: surveys, reviews and campaigns run on their own. NPS automation asks the customer whether they would recommend you after a purchase, collects reviews and triggers the right campaign without the team. Launch in 1-2 weeks, with an effect of more repeat sales and a fast reaction to unhappy clients. - **Hands-off surveys** The NPS question reaches the client by email or WhatsApp right after the purchase. - **Reviews in one place** We guide promoters to a public review; answers are stored and sorted in your CRM. - **Detractors to the rep** An unhappy client reaches the rep immediately, while the issue can still be fixed. - **Segments and triggers** Segmentation and triggered campaigns re-engage dormant clients via Make or Zapier. ## Quick answer Marketing automation and NPS surveys connect CRM, email and WhatsApp: after a purchase the client automatically receives the recommendation question, answers are sorted and segmentation triggers the right campaign with no manual work. A basic scenario goes live in 1-2 weeks on Make or Zapier and multiplies the share of reviews collected. Request a quote and we reply within 24-48 hours. Here we explain marketing automation and NPS surveys for small and medium businesses in Valencia and across Spain. NPS (Net Promoter Score) is a loyalty metric based on a single question: “How likely are you to recommend us, from 0 to 10?” Answers of 9-10 are promoters, 7-8 are passives and 0-6 are detractors. We cover how to send the survey automatically after a purchase or service, collect and sort reviews, segment customers and trigger campaigns, re-engage dormant clients and route unhappy ones straight to the rep. These scenarios are built on no-code platforms (Make, Zapier) and CRM integrations with email and WhatsApp via API. Below you will find a step-by-step launch plan, a reference for levels and timelines, the original source of the NPS metric from Harvard Business Review and answers to common questions. At the end, our “AI & automation” packages with real prices and related services. ## How do you set up an automatic NPS survey after a purchase? ### One question at the right moment, then automatic sorting of answers The NPS survey is built around one recommendation question on a 0-10 scale. The key is to send it at the right moment: a few days after the purchase or once the service closes, while the impression is fresh. Then the scenario sorts answers itself: promoters (9-10) go to a public review, passives (7-8) enter a campaign and detractors (0-6) are routed straight to the rep. It is built on Make or Zapier over your CRM, email and WhatsApp without an in-house developer. 1. Define the trigger event: payment, delivery or service closure in the CRM. 2. Choose the survey channel: email or WhatsApp for your audience. 3. Write one NPS question with a 0 to 10 scale. 4. Set the send delay: 2-5 days after the event, while the impression is fresh. 5. Set the branching logic: promoters, passives and detractors by score. 6. Connect the CRM, email and WhatsApp in Make or Zapier via API. 7. Add detractor hand-off to the rep and review collection from promoters. 8. Go live, measure NPS and the review rate, then expand to campaigns. ## How much does marketing and NPS automation cost and what is included? ### Price depends on the number of scenarios and channels, not company size Cost is driven by the number of scenarios (survey, review collection, segmentation, re-engagement), how many channels you use (email, WhatsApp) and the complexity of the logic. A basic NPS survey with answer sorting costs noticeably less than full marketing automation with triggered chains. Exact prices for “AI & automation” are in the packages block below; here is a reference of what each level covers and who it fits. **Levels of marketing and NPS automation** | Level | What we automate | Timeline | Who it fits | | --- | --- | --- | --- | | Start | Post-purchase NPS survey and sorting by score | 1 week | Small business, first loyalty measurement | | Growth | Survey + review collection, segmentation and detractor hand-off | 2 weeks | Business with client flow and repeat sales | | Loyalty turnkey | Triggered campaigns and re-engagement of dormant clients by segment | 3-4 weeks | Companies growing LTV and repeat sales | ## Why is NPS the key loyalty metric for growth? ### A single recommendation question is linked to company growth NPS is valuable because it reduces loyalty to a single question that is easy to ask automatically and compare over time. A customer’s willingness to recommend is a strong predictor of growth: promoters bring new clients and buy again, while detractors warn of a problem before it hits revenue. That is why the survey should be sent automatically after each purchase and answers routed to their scenarios right away. ### Expert opinion > A customer’s willingness to recommend the company (Net Promoter Score) is one of the strongest predictors of growth: the answer to a single recommendation question correlates with the company’s growth rate. > > Harvard Business Review (Fred Reichheld), Article “The One Number You Need to Grow” (HBR, 2003) — the original source of the NPS metric. Source: https://hbr.org/2003/12/the-one-number-you-need-to-grow ## In short: where to start and what to expect Marketing automation and NPS surveys measure loyalty and grow repeat sales with no manual work. Start with one automatic post-purchase survey (an NPS question by email or WhatsApp) and answer sorting: promoters to a review, detractors to the rep. It is built on Make or Zapier over your CRM in 1-2 weeks. Cost depends on the number of scenarios and channels, not company size. From there you add segmentation, triggered campaigns and re-engagement of dormant clients. Willingness to recommend is a strong predictor of growth, so the metric is worth measuring regularly. Request a quote and we will prepare your plan and estimate for “AI & automation” within 24-48 hours. ## Frequently asked questions ### What is an NPS survey in simple terms? It is a single question to the client: “How likely are you to recommend us, from 0 to 10?” Answers of 9-10 are promoters, 7-8 are passives and 0-6 are detractors. The NPS loyalty score is the difference between the share of promoters and detractors. ### How long does it take to launch NPS automation? A basic NPS survey with sorting launches in 1 week. The scenario with reviews and segmentation takes 2 weeks. Triggered campaigns and re-engagement turnkey take 3-4 weeks. Timelines depend on the number of channels and access to your CRM. The longest part is agreeing the survey and campaign texts with you. ### Through which channels are surveys and campaigns sent? Usually by email and WhatsApp, which give a high open rate. We pick the channel for your audience and CRM data. We set up the connection in Make or Zapier so the survey and campaigns go out automatically on a trigger. ### What happens with unhappy clients (detractors)? A detractor scoring 0-6 reaches the rep immediately via a CRM or messenger alert, while the issue can still be fixed. This lowers churn and often turns dissatisfaction into a repeat purchase. Replying to the client within hours of a low score does more than any discount later. ### What is customer segmentation and why is it needed? Segmentation splits clients by behaviour and status: promoters, passives, dormant, new. Each segment gets its own triggered campaign, so messages hit the target instead of going to everyone. Segments are recalculated automatically from CRM data; there is no need to update lists by hand. ### How does re-engagement of dormant clients work? The scenario tracks the date of the last purchase. If a client has not returned within a set period, they automatically receive a triggered campaign with a reason to come back: a reminder, a selection or an offer. The dormant base starts selling again. ### Do you need an in-house developer to automate marketing? No. Surveys, review collection and campaigns are built on no-code platforms (Make, Zapier) and CRM integrations with email and WhatsApp via API. We set everything up turnkey and hand you a working system with instructions. Survey and campaign texts can later be changed by your team without coming back to us. ### How does automation help collect more reviews? After the survey, promoters (9-10) are automatically guided to a public review on the right platform while the emotion is fresh. This multiplies the review rate compared with occasional manual requests. The request goes only to promoters, so the share of negative public reviews does not grow. ### Is it safe to connect campaigns to our client base? Yes, when set up correctly. Connections use official APIs and access tokens, permissions are kept to a minimum, opt-in consents are respected and actions are logged. We do not share your data with third parties without consent. Unsubscribing works in one click, and a client who opts out no longer receives the campaign. ### What is included in the marketing and NPS automation price? The price includes an audit, turnkey setup of the survey and scenarios, connection of CRM, email and WhatsApp, testing on real data, team instructions and launch support. Platform and sending subscriptions are paid separately at their own rates. We state the subscription costs before the start so the full budget is visible.