Customer Engagement & ReservationsPurpose
1.2. Enable automated greetings and offers via multiple channels (SMS, email, WhatsApp, push notifications, in-app, social direct message) at scale without manual intervention.
1.3. Automate data extraction and processing from reservations, loyalty program sign-ups, and CRM systems for precise targeting.
1.4. Automated tracking of campaign effectiveness, redemption rates, and updating of customer profiles.
Trigger Conditions
2.2. Customer anniversary with the restaurant (first visit date or loyalty enrollment date matches current date) qualifies for automation.
2.3. Scheduled automated review of customer records daily at 00:00 local time.
2.4. Automated webhook trigger from CRM upon event detection.
2.5. API callback from online reservation system marking guest milestones.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate message sending via Programmable Messaging; set up scheduled API triggers with recipient customer data.
3.2. SendGrid
• Feature/Setting: Automated transactional email sending; configure Dynamic Templates and automate API send calls.
3.3. Mailchimp
• Feature/Setting: Automate birthday campaign via Customer Journeys; connect API for event-based automation.
3.4. WhatsApp Business API
• Feature/Setting: Automated template messages for birthdays/anniversaries; trigger messages via API calls.
3.5. Facebook Messenger API
• Feature/Setting: Automate direct greeting and coupon code; set up Messenger webhook and automate message send.
3.6. Google Calendar API
• Feature/Setting: Automatically create reminder events for upcoming greetings; use API batch insert operations.
3.7. ActiveCampaign
• Feature/Setting: Automate CXA automated email/ SMS with date-based triggers.
3.8. HubSpot
• Feature/Setting: Automated workflows trigger on contact property date (e.g., birthday).
3.9. Zoho CRM
• Feature/Setting: Automate custom workflow triggered by Contact birthday/anniversary field.
3.10. Salesforce
• Feature/Setting: Process Builder flows; automate notifications and email sends.
3.11. Pipedrive
• Feature/Setting: Automate activity reminders and email automation with workflow automation feature.
3.12. Constant Contact
• Feature/Setting: Automate email campaigns with contact date fields as triggers.
3.13. Klaviyo
• Feature/Setting: Automate Flows triggered by date-centric properties (birthdays).
3.14. Viber Business Messages
• Feature/Setting: Automate message workflows via Viber API.
3.15. Slack
• Feature/Setting: Automate reminders to team or private greetings to VIPs via Slack API.
3.16. Microsoft Teams
• Feature/Setting: Automate channel or personal message for internal staff notices.
3.17. Google Sheets API
• Feature/Setting: Automated lookup/processing of contact data and triggering other automations.
3.18. Shopify
• Feature/Setting: Automated email/sms flows via Shopify Flow (if restaurant operates takeaway/store).
3.19. Typeform
• Feature/Setting: Automate trigger after form submission (capturing special dates).
3.20. Calendly API
• Feature/Setting: Automate follow-up greeting after recurring booking milestones.
3.21. Intercom
• Feature/Setting: Automated in-app or email messages using People Event triggers.
3.22. Telegram Bot API
• Feature/Setting: Automated personalized messages to loyal customers via bot scripting.
3.23. Zendesk
• Feature/Setting: Automate ticket creation for customer care on special occasions.
Benefits
4.2. Automated workflows ensure consistent customer experience and engagement.
4.3. Automator setup reduces manual work, freeing staff for core hospitality tasks.
4.4. Automation increases campaign accuracy, redemption, and data-driven insights.
4.5. Enables automatable campaign expansion as customer base grows.
4.6. Enhances brand loyalty and drives revenue through timely automated offers.