Customer Engagement & Marketing AutomationPurpose
1.2. Enhance customer retention and loyalty for pet-friendly cafés by prompting timely reviews across various communication channels.
1.3. Streamline follow-up without staff intervention, increase Google and social platform ratings, and gain insights to optimize services.
1.4. Track responses to improve review conversion rates, automatically escalate negative feedback for rapid resolution.
Trigger Conditions
2.2. Recorded customer departure by staff (via app or CRM input).
2.3. Time-lapse since last check-in exceeds set duration (e.g., 2 hours after visit).
2.4. Integration with loyalty program redemption.
2.5. Pet-play session or event attendance logged.
2.6. Validation against customer do-not-contact preferences.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use “Messages” API; configure automated SMS with review link sent upon POS checkout event.
• Sample: POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with dynamic customer data.
3.2. SendGrid
• Feature/Setting: “Transactional Templates”; use automated email with review invitation triggered via API call after visit logged in CRM.
• Sample: POST to /mail/send with substitution tags for customer name, café visit details.
3.3. Mailchimp
• Feature/Setting: “Automations”; set up post-visit trigger tied to integrated booking app, send templated feedback email.
• Sample: Journey Builder → “Completed Visit” trigger → “Send Email” action.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Use “Journey Builder” with Data Extension on visit completion, trigger multi-channel review invite.
• Sample: Create entry event based on “Visit Complete,” set action to send email/SMS.
3.5. HubSpot
• Feature/Setting: “Workflows” and “Automated Emails”; trigger based on custom deal stage "Visit Completed", send review request.
• Sample: Workflow with property-based enrollment (“Visit Completed”), email action.
3.6. Zendesk
• Feature/Setting: “Triggers” with email action; send feedback request after customer marked as “Checked Out.”
• Sample: Trigger → condition “Ticket status: Solved,” action “Email user review link.”
3.7. Google Business Profile API
• Feature/Setting: “Review Invitation Links”; send direct review link via triggered email/SMS after visit.
• Sample: Generate and embed review link in message content.
3.8. Facebook Messenger Platform
• Feature/Setting: “Send API”; auto-message recent visitors with review prompt post-visit.
• Sample: POST to /me/messages with user PSID and review template.
3.9. WhatsApp Business API
• Feature/Setting: “Message Templates”; send review ask with dynamic parameters after visit event.
• Sample: POST to /v1/messages with specific template and variables.
3.10. Shopify Flow
• Feature/Setting: “Order Fulfilled” or “POS Sale Complete” triggers; initiate email/SMS review requests automatically.
• Sample: Select action “Send email” or webhook to review service.
3.11. Zoho CRM
• Feature/Setting: “Workflow Rules”; on record update to status “Visited,” trigger review email/SMS.
• Sample: Workflow with custom function to send via external API.
3.12. ActiveCampaign
• Feature/Setting: “Automations”; post-visit trigger initiates multi-channel review requests.
• Sample: Automation entry from “Tag Added: Visited,” send email/SMS.
3.13. Pipedrive
• Feature/Setting: “Workflow Automation”; deal stage moves to “Visit Complete,” send review invite via connected email/SMS.
• Sample: Trigger “Deal stage changed,” action “Send email.”
3.14. Square
• Feature/Setting: “Customer Engagement tools”; automatically send feedback request after receipt issued.
• Sample: Configure “Auto-messages” in Customer Directory.
3.15. OneSignal
• Feature/Setting: “Automated Push Notifications”; push notification with review ask scheduled after visit event from POS.
• Sample: Create automation based on custom event “Visit Complete.”
3.16. Klaviyo
• Feature/Setting: “Flows”; trigger post-visit review sequence based on transaction event.
• Sample: Flow “Thank you for your visit,” add action “Send email/SMS.”
3.17. Intercom
• Feature/Setting: “Outbound Messages”; trigger In-app or Email message to prompt review after visit logged in system.
• Sample: Automation with custom event “Visit Ended,” message with review call-to-action.
3.18. SurveyMonkey
• Feature/Setting: “Survey Link Distribution”; send review survey link using API triggered after POS event.
• Sample: Use collector API to generate unique link and dispatch.
3.19. Yotpo
• Feature/Setting: “Review Request Automation”; email customers for review after purchase/visit tagged in e-commerce or POS.
• Sample: Configure “Post-purchase flow” for email/SMS.
3.20. Slack
• Feature/Setting: “Incoming Webhooks”; alert staff when negative feedback is detected, for immediate follow-up.
• Sample: Trigger webhook post-review submission with summary text.
3.21. Freshdesk
• Feature/Setting: “Automations – Ticket Closure”; send feedback link once support/visit-related ticket is resolved.
• Sample: Automation to “Send email” on ticket resolved.
3.22. Typeform
• Feature/Setting: “APIs for Form Distribution”; create personalized feedback form link post-visit.
• Sample: Generate and distribute via POST to /forms/{form_id}/responses.
Benefits
4.2. Improves online visibility and star ratings on key platforms.
4.3. Enables rapid response to negative feedback, protecting brand reputation.
4.4. Automates follow-up for increased customer retention and loyalty.
4.5. Delivers actionable insights to refine pet & café service experiences.