Customer Engagement & LoyaltyPurpose
1.2. Automated workflows send targeted messages (SMS, email, in-app), personalized offers, satisfaction surveys, and loyalty invitations based on initial visit data.
1.3. Automation ensures timely, consistent, and data-driven communication, helping restaurants increase return customers and lifetime value.
Trigger Conditions
2.2. Follow-up automator activates X hours/days post-visit or purchase completion.
2.3. Trigger when a user signs up for loyalty but has not returned within a set period.
2.4. Trigger after opt-in through QR code or digital receipt.
Platform Variants
• Feature/Setting: Automate SMS workflow using Programmable Messaging API; configure sender number, recipient from POS export, template ID, and timing.
3.2. SendGrid
• Feature/Setting: Automate transactional follow-up email with Dynamic Templates; configure API key, contact upload endpoint, personalization variables.
3.3. Mailchimp
• Feature/Setting: Automation Journey after first tag (“First Visit”); configure signup form integration, trigger, and timed message sequence.
3.4. HubSpot
• Feature/Setting: Automate email sequence in Workflows; set enrollment trigger from POS webhook, configure contact property update, automated messages.
3.5. ActiveCampaign
• Feature/Setting: Automate CX Automation; contact enters “First Visit” list, triggers conditional follow-up offers via email and SMS.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Email Studio Journey; automation using event-based trigger, set content blocks, customer attributes.
3.7. Klaviyo
• Feature/Setting: Automated Flow with “First Visit” trigger; upload segment, configure SMS/email, discount code insertion.
3.8. WhatsApp Business API
• Feature/Setting: Automate template message with visit confirmation; configure opt-in, API endpoint, templated content, schedule.
3.9. WeChat Official Account
• Feature/Setting: Automate template message using Official Account API; configure user tag, content block, QR scan trigger.
3.10. Facebook Messenger Platform
• Feature/Setting: Automate chatbot message via Send API; configure event webhook, reply template, personalized automation.
3.11. Zoho CRM
• Feature/Setting: Automated workflow with first-visit tag, schedule drip email or SMS.
3.12. Google Sheets + Apps Script
• Feature/Setting: Automate script on row add (new visitor) to trigger email/SMS via third-party API.
3.13. Shopify (POS restaurants)
• Feature/Setting: Automate Flow app; trigger on “first sale,” send SMS or email via integrated app.
3.14. Square POS
• Feature/Setting: Automate Customer Directory; trigger follow-up campaign after first purchase event.
3.15. BentoBox
• Feature/Setting: Automate guest engagement email after reservation or online order via integration settings.
3.16. MessageBird
• Feature/Setting: Automate omnimessaging workflow via Flow Builder; schedule SMS/WhatsApp/Facebook message.
3.17. Intercom
• Feature/Setting: Automate series messaging; tag first visit, configure follow-up in-product or via email.
3.18. Zapier
• Feature/Setting: Automate email/SMS triggered by POS/CRM webhook for first visit.
3.19. SlickText
• Feature/Setting: Automate SMS drip campaign linked to barcode sign-up.
3.20. LoyaltyLion
• Feature/Setting: Automate loyalty invitation email; trigger on new profile or first visit logged, schedule reward alert.
Benefits
4.2. Automation reduces manual follow-up, saving staff time and ensuring no customer is missed.
4.3. Automatable marketing ensures messages are consistent, data-driven, and measurable.
4.4. Automated feedback collection improves service quality and adapts offers to guest preferences.
4.5. Using diverse automation platforms increases message deliverability, coverage, and engagement.
4.6. Automatedly personalizing outreach increases repeat dining and loyalty program uptake.