Purpose
1.2. Send personalized, timely thank you messages to customers after dining.
1.3. Deliver automated call-to-actions requesting reviews on platforms like Google, TripAdvisor, and Yelp.
1.4. Automatedly collect guest feedback to improve service, menu, and experience.
1.5. Automate review monitoring and response workflows for reputation management.
1.6. Automate message timing based on reservation, dining, or POS checkout data integration.
1.7. Automate segmentation (e.g., new vs returning guest) for message variants.
Trigger Conditions
2.2. Customer entry in CRM or loyalty system updated with new visit.
2.3. Time-based automation (e.g., 1 hour after departure) initiated by automator.
2.4. Table management system status set to “closed.”
2.5. Payment processed via mobile wallet or in-restaurant app.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API — Configure automated SMS delivery.
Sample: Use programmable SMS to send thank-yous and review links post-visit.
3.2. SendGrid
• Feature/Setting: Transactional Email API — Automated email templates with personalized review CTA.
Sample: Automatedly trigger by webhook from restaurant POS or CRM.
3.3. Mailchimp
• Feature/Setting: Customer Journeys — Automate post-visit emails based on list updates.
Sample: Journey starts with updated “last visit” field.
3.4. HubSpot
• Feature/Setting: Workflows — Automator for automated review requests after interactions.
Sample: Triggered by custom property for dining completion.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Automation Studio — Email or SMS automations using event triggers.
Sample: Reservation system integration sends post-visit journey.
3.6. ActiveCampaign
• Feature/Setting: Automated Campaigns — Post-visit series initiated from POS data sync.
Sample: Automation triggers on tagged contact.
3.7. Klaviyo
• Feature/Setting: Flows – Automate review request sequence post-transaction.
Sample: Feed customer data from restaurant app to flow.
3.8. Intercom
• Feature/Setting: Auto Messages — Automated web or in-app thank you messages.
Sample: Trigger on booking systems connected via API.
3.9. Zendesk
• Feature/Setting: Triggers & Automations — Automated follow-ups after support or reservation.
Sample: Custom trigger on ticket closure.
3.10. Drip
• Feature/Setting: Workflows — Automation for targeted post-visit reviews.
Sample: Use event “dined today” as trigger.
3.11. Google Cloud Functions
• Feature/Setting: Cloud Function — Automate processing and API calls for message delivery.
Sample: Event-driven function on POS action.
3.12. Facebook Messenger API
• Feature/Setting: Send API — Automated Messenger replies post dining.
Sample: Webhook triggers bot thank-you.
3.13. WhatsApp Business API
• Feature/Setting: Automated Messaging — Template messages with review CTA.
Sample: Trigger API post-checkout.
3.14. Plivo
• Feature/Setting: SMS API — Automator for sending personalized post-visit texts.
Sample: Automated message post-payment.
3.15. Slack
• Feature/Setting: Incoming Webhooks — Internal notifications for management automation.
Sample: Notifies team of completed automatable review requests.
3.16. Pipedrive
• Feature/Setting: Workflow Automation — CRM-driven thank you and review email automation.
Sample: Deal moved to “visited” triggers flow.
3.17. Freshdesk
• Feature/Setting: Automations — Auto-send follow-ups post ticket resolution in reservation queries.
Sample: Closed ticket starts campaign.
3.18. Zoho CRM
• Feature/Setting: Workflow Rules — Auto email or SMS after visit marked complete.
Sample: CRM status updated starts workflow.
3.19. Microsoft Power Automate
• Feature/Setting: Flow Automation — Orchestrate multi-channel messages pulling from POS.
Sample: Scheduled and event-based automations.
3.20. Telegram Bot API
• Feature/Setting: sendMessage — Automated Telegram messages for review encouragement.
Sample: Automatedly send text post-dine.
3.21. Airship
• Feature/Setting: Automation — Push notifications for reviews post-visit.
Sample: Triggered notifications via mobile app integration.
3.22. Yelp Fusion API
• Feature/Setting: Review Submission/Request — Provide direct review links in communications.
Sample: Automated personalized URLs in SMS/email.
3.23. TripAdvisor API
• Feature/Setting: Deep link to review submission page in campaign.
Sample: Inserted in automated message template dynamically.
3.24. SurveyMonkey
• Feature/Setting: Survey distribution API — Send feedback forms post-visit for advanced automation.
Sample: Automation schedules feedback invite timed after meal.
Benefits
4.2. Enhanced reputation by automating review generation and response.
4.3. Automated segmentation personalizes communications, improving customer satisfaction.
4.4. Automation reduces manual errors and missed follow-up opportunities.
4.5. Centralized automation dashboards provide actionable reporting.
4.6. Automator enables flexible, rules-based timing for optimal engagement.
4.7. Automatedly integrates with reservation, POS, and CRM systems to streamline post-visit marketing.