Automated upsell of speciality Bulgarian dishes based on order history

Purpose

1.1. To automate the upsell of speciality Bulgarian dishes to restaurant customers, based on their previous order history to increase average order value, customer retention, and introduce unique menu items efficiently.
1.2. Automates analysis of order data, identification of upsell opportunities, and communication to customers via diverse channels for seamless customer engagement and improved dining experiences.
1.3. Fully automates the delivery of timely, personalized offers—through email, SMS, app push notifications, and in-store POS suggestions—leveraging data-driven insights.

Trigger Conditions

2.1. Automated trigger when a repeat customer places a new order or during checkout.
2.2. Automated trigger upon detection of specific recurring orders or preferences tied to customer profile.
2.3. Automates triggers on customer birthdays, anniversaries, or loyalty milestones.
2.4. Trigger via scheduled batch process analyzing dormant customer accounts for re-engagement opportunities (automatedly driven).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure automated SMS with upsell suggestion, dynamically inserting dish details.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; automates sending personalized email offers based on order triggers.
3.3. Mailchimp
• Feature/Setting: Automated Customer Journeys; set up automation based on a custom “Order Eats Bulgarian” tag.
3.4. Shopify
• Feature/Setting: Script Editor API or Flow automation; configure for checkout upsell pop-up automator.
3.5. Square
• Feature/Setting: POS API; automate in-person prompt for upsell by recognizing customer phone/email on payment.
3.6. Stripe
• Feature/Setting: Checkout Session API; enable custom automated post-payment recommendations.
3.7. Zapier
• Feature/Setting: Automation workflow; automate “new order in POS” to “send offer in email/SMS.”
3.8. HubSpot
• Feature/Setting: Workflows; automate follow-up email or SMS with special offers on qualified triggers.
3.9. Intercom
• Feature/Setting: Custom Bots API; automate in-app messages upselling specialty dishes based on user segment.
3.10. ActiveCampaign
• Feature/Setting: Email/SMS workflows; automate trigger using CRM data and user tags.
3.11. Salesforce
• Feature/Setting: Marketing Cloud Journey Builder; configure to automate upsell communication for qualifying records.
3.12. WhatsApp Business API
• Feature/Setting: Template messages; automate personalized dish recommendation post-order.
3.13. Messenger Platform
• Feature/Setting: Messenger API; automate sending interactive carousels for dish upselling.
3.14. Klaviyo
• Feature/Setting: Flows; automate post-purchase email with unique specialty offers.
3.15. Google Cloud Functions
• Feature/Setting: Automated Cloud Functions; trigged based on Firestore updates to customer activity.
3.16. Slack
• Feature/Setting: Incoming Webhooks/API; automate team notifications about upsell campaign performance.
3.17. Microsoft Power Automate
• Feature/Setting: Cloud Flow; automate order data processing to initiate upsell sequences.
3.18. Revel POS
• Feature/Setting: API Webhooks; configure automatic prompt of servers for in-person upsell suggestion.
3.19. Toast POS
• Feature/Setting: Partner Connect Integration; automate menu prompt recommendations at POS.
3.20. Pipedrive
• Feature/Setting: Workflow Automation; trigger automating personalized follow-ups via email or SMS based on deal status.
3.21. Segment
• Feature/Setting: Audience activation; automate identification and real-time sync of upsell-eligible customer segments.

Benefits

4.1. Enables fully automated upsell process, reducing manual work and missed revenue opportunities.
4.2. Automates personalized engagement, improving customer loyalty and return rates.
4.3. Real-time automation of recommendations ensures higher conversion rates.
4.4. Streamlines cross-channel communication via automation, enhancing operational efficiency.
4.5. Automatedly leverages purchase history, guaranteeing offers are always relevant.