Post-Flight Survey

[Stacks42]

Our team is in Aviation and we are looking to do post-flight surveys to ID if there were any issues with each trip. The survey would ask about different elements of the flight and customer experience, such as if the WiFI was working, if there was a maintenance issue/delay, etc. We have a custom "Trips" object that we might possibly leverage.

We would like to somehow use a form and "Weight" each of the selections so they would reduce from 100%, and our goal would be that each trip would be above at least an 80% threshold. I'm trying to figure out if it is possible to leverage a scoring system or property in order to do this. It would be similar to how the lead scoring works but opposite, reducting from 100%.

Can this be accomplished? Would calculated fields be involved? Maybe some feature in the Customer Success portal can help?? Thanks!

[CarolinaDeMares · Accepted solution]

@Stacks42 have you considered using HubSpot’s built-in Surveys for this?

Surveys are actually a good fit for collecting post-flight feedback like WiFi issues, delays, maintenance, etc., and they integrate nicely with the CRM. You can send them automatically after a trip and capture the responses without building custom forms from scratch.

That said, Surveys don’t support weighted scoring on their own. What you can do is use the survey responses as the input and then handle the scoring separately. For example, each survey question or answer can update a property (or trigger a workflow), and then you can use calculated properties on your Trips object to deduct points from a starting score of 100 based on those responses.

So Surveys would handle the data collection, and calculated fields and workflows would handle the logic behind your 80% threshold. It’s not fully out of the box, but it’s a pretty clean setup and avoids a lot of custom work on the front end.

Hope this helps! 

Carolina De Mares

ZUID.
Goirkekanaaldijk 12 
5046 AT Tilburg 
Nederland