ApproveThis manages your Survey2Connect Integration approvals.

Why Approval Workflows and Surveys Belong Together

Businesses thrive when decisions are fast and informed. But too often, approval processes get stuck in email chains or forgotten Slack threads, while customer feedback sits unanalyzed in survey tools. This is where combining ApproveThis and Survey2Connect creates a measurable advantage: automated workflows that connect decision-makers to real-time data, reducing delays and improving outcomes.

Where Survey2Connect Excels

Survey2Connect specializes in multi-channel feedback collection. Whether it's post-purchase NPS scores via email, employee engagement surveys via SMS, or customer satisfaction polls on WhatsApp, it captures responses where your audience already engages. Its strength lies in distribution and raw data collection.

Where ApproveThis Adds Muscle

ApproveThis turns unstructured approval requests into tracked, rule-driven processes. Instead of chasing down signatures, teams automate routing based on dollar amounts, project types, or compliance requirements. Approval groups, vacation delegation, and calculated fields prevent bottlenecks – especially useful when external partners (vendors, clients) need to approve without accessing internal systems.

Three Ways This Integration Solves Real Problems

1. Automate Compliance Reviews for High-Stakes Surveys

Healthcare providers and financial institutions often need legal/compliance reviews before sending sensitive surveys. A hospital using Survey2Connect for patient satisfaction could trigger an ApproveThis workflow whenever a new survey template is created. The legal team reviews question phrasing via email (no login required), while compliance gets parallel notifications. Only after both approve does Survey2Connect deploy the survey.

Key Feature: Approval thresholds let legal auto-approve surveys below a risk score calculated in ApproveThis based on question types.

2. Close the Loop on Customer Feedback

Imagine a SaaS company using Survey2Connect to ask churned customers why they left. When a response cites "poor support," ApproveThis automatically routes an approval request to the VP of Customer Success. Upon approval, two actions happen: 1) The client gets a personalized retention offer via Survey2Connect's SMS survey, and 2) The support team receives a task to review call logs.

Why It Works: ApproveThis' real-time tracking dashboard shows how often specific feedback triggers escalations, helping leadership spot trends.

3. Accelerate Campaign Launches with Cross-Team Alignment

Marketing teams waste days getting legal, finance, and leadership to approve new campaigns. By connecting Survey2Connect and ApproveThis via Zapier, a marketing agency can:

• Send draft campaign briefs as ApproveThis requests
• Auto-route budget approvals to finance based on survey data (e.g., "Expected ROI" field)
• Upon final approval, Survey2Connect sends a client satisfaction survey to stakeholders

Time Saver: Vacation delegation ensures campaigns aren't delayed if a key approver is OOO.

Technical Setup Made Simple

Using Zapier, the integration requires three steps:

1. Connect Accounts: Authorize ApproveThis and Survey2Connect in Zapier (takes 2 minutes)
2. Choose Triggers: Select events like "New Survey Response" (Survey2Connect) or "Request Approved" (ApproveThis)
3. Map Data Fields: Tell Zapier which survey answers correspond to ApproveThis fields (e.g., "Survey Score" → "Approval Threshold")

Most users set up their first workflow in under 15 minutes without IT help. Since ApproveThis approvers only need email access, even external partners participate seamlessly.

Department-Specific Benefits

Marketing Teams: Faster Campaign Iterations

When survey responses indicate a campaign underperforms, marketers can trigger approval requests to revise messaging. ApproveThis routes these based on budget impact – changes under $1K auto-approve, larger sums go to directors. Once approved, Survey2Connect automatically sends updated concept surveys to focus groups.

Operations: Audit-Proof Processes

Manufacturing firms use Survey2Connect for supplier quality surveys. If a supplier scores below 4/5, ApproveThis requires procurement team approval before reordering. All decisions are logged with timestamps and comments, simplifying compliance audits.

Customer Success: Turn Feedback into Action

When a Survey2Connect NPS survey detects a detractor (score 0-6), ApproveThis can escalate to senior CS reps based on account value. High-value clients get instant approval for retention offers; others follow standard workflows. This tiered approach balances personalization with scale.

Beyond Basic Approvals: Advanced Use Cases

ApproveThis' calculated fields enable dynamic workflows. A university using Survey2Connect for course evaluations could set conditional logic:

If [Course Rating] < 3.5 AND [Enrollment] > 100, route to Dean for curriculum review.
If [Course Rating] ≥ 4.5, auto-approve instructor bonus and send celebratory survey via SMS.

Getting Started

To implement these workflows:

1. Register for ApproveThis (14-day free trial)
2. Connect your Survey2Connect account via Zapier
3. Clone pre-built templates or create custom workflows

For complex scenarios like multi-region approvals or HIPAA-compliant feedback handling, request a demo to see enterprise features in action.

The Bottom Line

ApproveThis and Survey2Connect solve two halves of the same problem: collecting data and acting on it. By automating the handoff between feedback and decisions, companies reduce cycle times from days to hours while maintaining oversight. Whether you're a 50-person startup needing basic approval chains or a global enterprise managing compliance-heavy processes, this integration adapts to your needs without overcomplicating workflows.