Automatic customer satisfaction survey after visit

Purpose

1.1. Automate the post-visit customer feedback process for Spanish Grill restaurants by sending customer satisfaction surveys automatically.
1.2. Enhance customer engagement, loyalty, and service quality through automated feedback loops.
1.3. Enable restaurants to collect actionable insights for operational improvements with minimal manual effort via automation.
1.4. Create automated triggers to personalize follow-up, fostering customer retention and satisfaction through seamless automation.

Trigger Conditions

2.1. Completion of a dine-in or takeaway transaction in the POS system.
2.2. Customer exit logged by reservation or seating management automation.
2.3. Payment confirmation via integrated payment gateway.
2.4. Bill closed in restaurant management software, triggering automation of survey dispatch.
2.5. Loyalty card swiped or customer email entered at checkout, starting automated follow-up.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messaging > SMS API; configure automated survey send with message templates after trigger event.
3.2. SendGrid
• Feature/Setting: Use Mail Send API; automate emailing personalized survey links post-visit.
3.3. Mailchimp
• Feature/Setting: Automation > Customer Journeys; set up exit-triggered automated campaigns with survey links.
3.4. SurveyMonkey
• Feature/Setting: Create automated survey collector; integrate with POS via Webhooks API.
3.5. Typeform
• Feature/Setting: Use Webhooks or Forms API to send personalized survey invites automatically.
3.6. Google Forms
• Feature/Setting: Use Google Apps Script or Forms API to trigger survey dispatch upon transaction.
3.7. Salesforce
• Feature/Setting: Marketing Cloud > Journey Builder; automate survey follow-up on case close.
3.8. Zendesk
• Feature/Setting: Use Triggers & Automations to send surveys via email or SMS after ticket solved.
3.9. HubSpot
• Feature/Setting: Use Workflows Automation to email or text customer with automated survey upon deal close.
3.10. ActiveCampaign
• Feature/Setting: Customer Experience Automation; send satisfaction surveys based on purchase tags.
3.11. Freshdesk
• Feature/Setting: Automations > Observer Rules; configure survey send after support or transaction event.
3.12. Intercom
• Feature/Setting: Use Series automation; send in-app or email surveys after a transaction is recorded.
3.13. Zoho CRM
• Feature/Setting: Workflow Rules; automate survey mailing post-visit using email templates.
3.14. WhatsApp Business API
• Feature/Setting: Template Messages; send automated WhatsApp surveys following visit log.
3.15. Drift
• Feature/Setting: Playbooks Automation; trigger chat survey after customer session completion.
3.16. Facebook Messenger Platform
• Feature/Setting: Send API; automate bot-driven survey messages after restaurant visits.
3.17. Slack
• Feature/Setting: Workflow Builder; send internal alerts and feedback automations after customer visit.
3.18. Microsoft Power Automate
• Feature/Setting: Build flow connecting POS trigger to survey platform; fully automates post-visit reminders.
3.19. Zapier
• Feature/Setting: Automate the connection between POS, email/SMS, and survey apps for instant, automated feedback.
3.20. Alchemer (SurveyGizmo)
• Feature/Setting: Use Automations > Triggers to send custom surveys based on transaction API events.
3.21. ClickSend
• Feature/Setting: SMS API; automate sending SMS surveys after designated triggers from POS/CRM.
3.22. Genesys Cloud
• Feature/Setting: Automated contact rules to send surveys via multiple channels post-interaction.

Benefits

4.1. Automates feedback collection, saving staff time and reducing manual errors.
4.2. Maximizes survey response rates through immediate, automated outreach.
4.3. Powers ongoing automated data capture and customer loyalty analysis for Spanish Grill restaurants.
4.4. Creates repeatable, automatable processes for long-term improvement.
4.5. Enables restaurateurs to act on real-time insights for automated service enhancements and personalized offers.