Survey distribution and collection

Purpose

1.1. Automate survey sending to diners and timely collection of their feedback for service, dish quality, and ambiance assessment.
1.2. Enable rapid customer insight gathering post-visit, post-online order, or after promotional event participation.
1.3. Standardize feedback capturing for improvement in menu, customer engagement, and internal processes.
1.4. Provide data for marketing campaigns and loyalty programs based on customer tastes and satisfaction metrics.

Trigger Conditions

2.1. Customer completes in-restaurant payment (POS system event).
2.2. Food delivery status updates to “delivered” (third-party delivery API callback).
2.3. Reservation marked as attended in reservation software.
2.4. Time-based: weekly or monthly mass-survey to recent customers.
2.5. Manual trigger by staff for special event participants.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; Configure automated message with survey link upon POS transaction webhook.
3.2. SendGrid
• Feature/Setting: Email API; Set up email template and trigger via REST call on guest checkout event.
3.3. Google Forms
• Feature/Setting: Auto-generate and email personalized form link using Apps Script with response status update.
3.4. Typeform
• Feature/Setting: API/Webhooks; Dispatch survey via email/SMS upon new booking completion event.
3.5. SurveyMonkey
• Feature/Setting: Create survey via API; auto-invite users via REST endpoint post-visit.
3.6. Mailchimp
• Feature/Setting: Campaign API; Segment diners and auto-send “feedback request” following triggered event.
3.7. Salesforce
• Feature/Setting: Marketing Cloud API; Automate survey journey after “service completed” update.
3.8. HubSpot
• Feature/Setting: Workflow Automation; Trigger survey emails from new completed deal record.
3.9. Zoho Survey
• Feature/Setting: API integration; Send survey link after CRM contact status change.
3.10. Microsoft Power Automate
• Feature/Setting: Flow setup with connectors to trigger survey on POS update.
3.11. Facebook Messenger
• Feature/Setting: Send automated message with Quick Reply using Messenger Send API post-visit.
3.12. WeChat Official Accounts
• Feature/Setting: Mass send feedback request using Broadcast Message API after table closure.
3.13. WhatsApp Business API
• Feature/Setting: Message template for customer feedback; triggered after delivery confirmation.
3.14. Slack
• Feature/Setting: Bot sends survey link to internal staff for self-evaluation post-shift.
3.15. Airtable
• Feature/Setting: Script Block to auto-send survey link to records upon status field update.
3.16. Shopify
• Feature/Setting: Automation/Flow app; trigger post-purchase survey email.
3.17. Wix Automations
• Feature/Setting: Send survey via email/SMS when order marked as delivered.
3.18. Pabbly Connect
• Feature/Setting: Pre-built workflow; initiate survey send-out on event trigger from POS integration.
3.19. ActiveCampaign
• Feature/Setting: Post-action automation to send branded customer survey by email.
3.20. Intercom
• Feature/Setting: Outbound custom message with embedded survey; auto-send after customer chat ends.
3.21. Freshdesk
• Feature/Setting: Trigger survey to customer after ticket closure using Feedback Automation.
3.22. Zendesk
• Feature/Setting: CSAT survey automation after ticket solved using Triggers system.
3.23. JotForm
• Feature/Setting: Automated email responder with personalized form link upon lead capture update.

Benefits

4.1. Streamlines feedback collection, reducing staff workload.
4.2. Increases survey participation due to timely, channel-appropriate delivery.
4.3. Aggregates actionable customer insights for business improvement.
4.4. Enables ongoing NPS and satisfaction tracking across visit types and segments.