Customer Engagement & Marketing AutomationPurpose
1.2. Automates follow-up interactions to prompt guests for reviews, surveys, or satisfaction ratings using preferred channels.
1.3. Ensures continuous, automated loop to collect, track, and respond to customer experiences, building a reputation and optimizing marketing automation strategies.
Trigger Conditions
2.2. Reservation marked as ‘completed’ or guest attendance confirmed in the booking platform.
2.3. Automated time-delay (e.g., 1–3 hours post-visit) based on timestamp data.
2.4. Loyalty card or membership usage logged for tracking repeat visits.
2.5. QR code scan or mobile app geofence event triggering automation.
Platform Variants
• Feature: Conversations API — configure to automate feedback SMS after departure; e.g., Webhook triggers based on "checkout" event.
3.2. SendGrid
• Feature: Automated Transactional Email — triggers feedback email with embedded survey via SMTP/API.
3.3. Mailchimp
• Feature: Customer Journey Builder — automated post-visit email surveys; set journey trigger as "visit completed".
3.4. SurveyMonkey
• Feature: Survey Collector API — automate generation and sending of unique survey links upon visit confirmation.
3.5. Typeform
• Feature: Webhooks — automates survey creation and response tracking; automated notifications sent post-visit.
3.6. Salesforce
• Feature: Flow Builder — automates feedback survey tasks using custom flows tied to CRM events.
3.7. Zendesk
• Feature: Triggers & Automations — automated satisfaction survey after support or visit is closed in system.
3.8. Intercom
• Feature: Post-Conversation Surveys — automated push of customer satisfaction (CSAT) form after chat closes.
3.9. HubSpot
• Feature: Feedback Automation Workflow — triggers email or in-app survey based on deal or contact property update.
3.10. Google Forms
• Feature: App Script Triggers — automate email of personalized form links post-visit.
3.11. Slack
• Feature: Incoming Webhooks — automates posting of feedback questions to channel after event trigger.
3.12. WhatsApp (via Twilio API)
• Feature: Automated WhatsApp Message — automates delivery of survey link or direct reply feedback flow.
3.13. Facebook Messenger (via Messenger Platform API)
• Feature: Automated Post-Visit Message — configure bot to send feedback question sequence.
3.14. Zoho CRM
• Feature: Workflow Rules — automates survey triggers on record status change (e.g., ‘visit completed’).
3.15. ActiveCampaign
• Feature: Automation Builder — feedback request emails or SMS based on ‘last visit’ field.
3.16. Freshdesk
• Feature: Feedback Automation — automates satisfaction survey when visit-related ticket closes.
3.17. Microsoft Power Automate
• Feature: Scheduled Flow — triggers email or Teams survey post-visit via database update.
3.18. Airtable
• Feature: Automations — compose and automate post-visit follow-up through integration actions.
3.19. Klaviyo
• Feature: Flow Trigger — automated post-purchase or post-visit feedback request emails.
3.20. Qualtrics
• Feature: Experience Management API — automate survey distributions following visit records.
3.21. Pipedrive
• Feature: Workflow Automation — feedback collection emails/SMS when deal stage moves to "completed".
3.22. Google Sheets
• Feature: Apps Script Timer Trigger — automating bulk email survey distribution on new row (visit record) entry.
Benefits
4.2. Automator reduces manual staff time, ensures consistent feedback collection, and scales marketing automation.
4.3. Automatedly alerts managers to negative reviews for rapid, automated service recovery.
4.4. Automation improves engagement, loyalty, and online reputation with streamlined follow-up flows.
4.5. Data integration enables automating trend analysis, sentiment tracking, and business improvement decisions.