Customer Management AutomationPurpose
1.2. Automate reminders and follow-up prompts to maximize feedback response rates, enabling data-driven business decisions and real-time service adjustments.
1.3. Integrate automatable workflows to segment and direct feedback data to relevant stakeholders or management for rapid issue resolution and service optimization.
Trigger Conditions
2.2. Trigger event upon successful reservation check-out in digital reservation system.
2.3. Automated batch trigger at scheduled intervals (e.g., end-of-day) to send review prompts for all daily guests.
2.4. Triggering can be automated through a QR scan after table clean-up.
Platform Variants
• Feature/Setting: Use Programmable SMS API; configure a messaging service for instant SMS survey link delivery post-visit.
• Sample: Automate sending a “Rate your momo visit” SMS using REST API endpoint after each paid bill event.
3.2. SendGrid
• Feature/Setting: Use Transactional Email API; set up automated feedback request emails on guest email capture.
• Sample: Automate email dispatch with embedded survey link via dynamic transactional template.
3.3. Mailchimp
• Feature/Setting: Automate using Automations > Customer Journeys; configure a post-visit email campaign.
• Sample: "Thank you for visiting" trigger that sends a survey after customer’s profile is tagged “visited.”
3.4. HubSpot
• Feature/Setting: Workflow Automation; trigger an automated feedback email or form after deal closed/won event.
• Sample: Configure workflow to send survey in-app or via email within 24 hours of bill payment.
3.5. Zapier
• Feature/Setting: Use Zaps for automating feedback form delivery triggered by POS, reservation, or CRM event.
• Sample: Automate integration: POS “order completed” → Google Forms/Typeform link via SMS/email.
3.6. SurveyMonkey
• Feature/Setting: Webhooks; automate delivery of custom feedback surveys on external trigger.
• Sample: POST webhook to create/respondent on payment capture.
3.7. Google Forms
• Feature/Setting: Automate feedback form sharing using Apps Script or third-party webhook.
• Sample: Automatedly email Google Form link after order completion.
3.8. Slack
• Feature/Setting: Slack API + Incoming Webhooks; automate feedback notification to staff channel.
• Sample: Automatedly post every negative response to #customer-feedback for team attention.
3.9. Microsoft Power Automate
• Feature/Setting: Scheduled or event-driven flows from POS or CRM to automate feedback survey.
• Sample: “New sale in POS” triggers feedback email via Power Automate flow.
3.10. Airtable
• Feature/Setting: Airtable Automations; auto-create new feedback record on form submit and notify manager.
• Sample: Stores submitted feedback; automates notification via Slack or email to shift supervisor.
3.11. Salesforce
• Feature/Setting: Workflow Rules; send out automated survey links after opportunity is marked closed/won.
• Sample: Attach customer details and interact with automation for follow-up flagging.
3.12. WhatsApp Business API
• Feature/Setting: Automated feedback prompts via WhatsApp using message template.
• Sample: Send pre-approved feedback template after customer check-out.
3.13. Intercom
• Feature/Setting: Automated messaging sequence configured to ask for experience feedback post-visit.
• Sample: Triggered in-app message or email survey post-visit.
3.14. Typeform
• Feature/Setting: Embed API; automate link or widget serving after event trigger.
• Sample: Send personalized Typeform survey link as part of post-visit automation.
3.15. Freshdesk
• Feature/Setting: Automate ticket creation for negative feedback or integrate with feedback form submissions.
• Sample: Each poor rating automates support ticket routing.
3.16. Facebook Messenger (Messenger Platform API)
• Feature/Setting: Automated feedback collection sequences using Messenger bot post-visit.
• Sample: Send feedback prompt bot sequence via webhook.
3.17. Klaviyo
• Feature/Setting: Post-purchase flows; automate multi-channel feedback request campaign.
• Sample: “Placed order” triggers feedback survey via SMS/email.
3.18. Zendesk
• Feature/Setting: Automate survey dispatch and ticket logging for critical feedback using Triggers/Automations.
• Sample: CSAT survey automates after episode closure.
3.19. Jotform
• Feature/Setting: Automated, branded feedback forms; send via email/sms webhook post-visit.
• Sample: Jotform API generates unique form per transaction.
3.20. Qualtrics
• Feature/Setting: Automate survey invitations using REST API after guest interaction.
• Sample: Triggered invitation for restaurant feedback on row entry in POS.
3.21. Constant Contact
• Feature/Setting: Automate email campaign for experience feedback with triggered sends using API.
• Sample: Auto-schedule survey invitation after visit tag applied.
3.22. ActiveCampaign
• Feature/Setting: Customer Experience Automation; trigger conditional post-visit messages.
• Sample: “Order completed” event automates personalized feedback email.
Benefits
4.2. Reduces manual effort, increasing operational efficiency via automation.
4.3. Drives quicker response to negative experiences, automating escalation and resolution.
4.4. Supports data-driven decisions by automating the aggregation and analysis of feedback trends.
4.5. Boosts customer satisfaction and retention through automated engagement and follow-up.
4.6. Enables management to track NPS and other satisfaction metrics using efficient feedback automations.
4.7. Ensures every guest is contacted, eliminating gaps with fully automatable workflows.
4.8. Facilitates compliance by automating opt-in/opt-out procedures in line with privacy standards.
4.9. Automatedly delivers personalized feedback journeys which improve loyalty and advocacy.
4.10. Automating feedback increases review volume and quality for better reputational visibility.