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Customer satisfaction survey distribution and reporting

Purpose

 1.1. Automate collection and reporting of customer satisfaction data post-visit or purchase.
 1.2. Enables continual improvement of guest experience in an Argentinian restaurant setting.
 1.3. Automates personalized survey invitations via multiple communication channels.
 1.4. Aggregates responses, automates real-time analysis, and generates actionable reports for management.
 1.5. Automates follow-ups for dissatisfied guests, building loyalty and retention.

Trigger Conditions

 2.1. Automated trigger upon completed reservation or closed bill in POS.
 2.2. Automated schedule after guest dines in, e.g., X hours post-checkout.
 2.3. Automate survey push when review is left or feedback received on third-party platform.
 2.4. Manual triggers for specific customer segments or loyalty program members.

Platform Variants


 3.1. Twilio SMS
  • Feature/Setting: Automate SMS sending using Programmable Messaging API.
  • Configuration: POST /Messages endpoint with survey link and customer number.

 3.2. SendGrid
  • Feature/Setting: Automate personalized email campaigns using Dynamic Templates.
  • Configuration: Configure transactional template using Mail Send API.

 3.3. Typeform
  • Feature/Setting: Automate survey creation and response collection via Create Form and Responses APIs.
  • Configuration: Use /forms, /responses endpoints to automate survey life cycle.

 3.4. Google Forms
  • Feature/Setting: Automate form creation/distribution using Forms API and automate result extraction.
  • Configuration: Automate form responses push to connected Sheets.

 3.5. SurveyMonkey
  • Feature/Setting: Automate survey collector links via Create Collector API.
  • Configuration: Use /collectors POST to automate unique links per customer.

 3.6. Mailchimp
  • Feature/Setting: Automate survey emailing through Campaigns API.
  • Configuration: Use /campaigns POST for automated send of survey content.

 3.7. Slack
  • Feature/Setting: Automate internal alerts on negative responses via Incoming Webhooks.
  • Configuration: Webhook URL triggers with automated message posting.

 3.8. HubSpot
  • Feature/Setting: Automate customer list segmentation and integrate surveys with Workflows API.
  • Configuration: Automate workflow triggers using POST /automation/v3/actions/triggers.

 3.9. Zendesk
  • Feature/Setting: Automate ticket generation for poor survey outcomes via Ticket API.
  • Configuration: POST /api/v2/tickets to automate customer resolution.

 3.10. Salesforce
  • Feature/Setting: Automate survey event logging using Lightning Flow Builder and Survey Invitation Flow.
  • Configuration: Automate triggers tied to workflow objects.

 3.11. WhatsApp Business API
  • Feature/Setting: Automate survey messages with Send Message endpoint.
  • Configuration: POST /v1/messages with survey and customer details.

 3.12. Zoho CRM
  • Feature/Setting: Automate contact tagging and survey follow-up via Workflow Rules.
  • Configuration: Automate workflows in CRM modules.

 3.13. Airtable
  • Feature/Setting: Automate survey data aggregation using Automation scripts.
  • Configuration: Automated run of script upon new row creation in database.

 3.14. ActiveCampaign
  • Feature/Setting: Automate email surveys and automations via API /automations.
  • Configuration: POST /api/3/automations with survey event triggers.

 3.15. Facebook Messenger
  • Feature/Setting: Automate survey chatbot using Messenger Platform Send API.
  • Configuration: POST /me/messages automates direct surveys.

 3.16. Zapier
  • Feature/Setting: Automate cross-platform triggers and data pipelines for survey campaigns.
  • Configuration: Automate multi-app workflows using Zap triggers.

 3.17. Power Automate (Microsoft)
  • Feature/Setting: Automates survey email workflows, data sync to Excel, Teams alerts.
  • Configuration: Automated Flows connecting Forms, Outlook, Sheets.

 3.18. Intercom
  • Feature/Setting: Automates in-app survey pop-ups and follow-up via Messages API.
  • Configuration: POST /messages and automate rules-based triggers.

 3.19. Freshdesk
  • Feature/Setting: Automate ticket creation/reporting for subpar survey scores using Webhooks.
  • Configuration: Webhook setup to automate review escalation.

 3.20. Google Sheets
  • Feature/Setting: Automate survey results logging, reporting, and analysis via API.
  • Configuration: Append data to automated Sheets for dashboard generation.

Benefits

 4.1. Automates repetitive tasks, saving staff time on survey distribution and manual data entry.
 4.2. Automates omni-channel communication, boosting survey response rates.
 4.3. Provides real-time, automated reporting for instant action and management oversight.
 4.4. Automates personalized follow-up, enhancing guest satisfaction and loyalty.
 4.5. Removes manual errors via seamless, automated integration between restaurant POS, marketing, and reporting platforms.
 4.6. Enables scalable automation for multi-location Argentinian restaurant operations.

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