Customer Relationship & Marketing AutomationPurpose
1.2. Automate multi-channel outreach (SMS, email, WhatsApp, etc.) for higher engagement.
1.3. Drive positive online reputation and gather actionable insights to improve service.
1.4. Reinforce customer relationship and remind guests of future offers/promotions.
1.5. Streamline and systematize reputation management with zero manual effort.
Trigger Conditions
2.2. Table marked as finished in restaurant management software.
2.3. Reservation with status changed to “attended”/“checked-out.”
2.4. Delivery marked as completed in online ordering system.
2.5. Wait time of defined period (e.g., 2 hours post-visit).
Platform Variants
• Feature: Programmable Messaging API
• Setting: Send SMS to customer after POS/completion trigger; configure sender number, template, and timing.
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Create automation to send review email post-visit, using stored customer email and review URL.
3.3. WhatsApp Business API
• Feature: Message Templates
• Setting: Setup automated WhatsApp message template with dynamic review link & customer’s name.
3.4. Mailchimp
• Feature: Automated Email Series
• Setting: Trigger autoresponder for review request based on updated contact tag after meal.
3.5. ActiveCampaign
• Feature: Post-purchase automation
• Setting: Workflow triggers on “Visited” tag for customer, sends personalized review request.
3.6. HubSpot
• Feature: Workflow automation
• Setting: Set workflow to issue follow-up survey email after ticket or sale is closed.
3.7. Shopify Flow
• Feature: Trigger-based automation
• Setting: Initiate message to diners by email/SMS after order marked as fulfilled.
3.8. Salesforce Marketing Cloud
• Feature: Journey Builder
• Setting: Automated customer journey triggers upon fulfilled visit; sends review prompt.
3.9. Google Forms + Gmail
• Feature: Mail Merge/Scripted Send
• Setting: Scheduled email with Google Form review link, sent to guest list.
3.10. Zendesk
• Feature: Triggered Email
• Setting: After support ticket marked as handled, send review/satisfaction request.
3.11. Zoho CRM
• Feature: Workflow Rules
• Setting: Auto-email trigger post-interaction, with embedded review invitation.
3.12. Outlook 365 Automation
• Feature: Power Automate
• Setting: Schedule and send personalized review email after event in calendar or CRM.
3.13. Facebook Messenger (Meta API)
• Feature: Automated Broadcasts
• Setting: Auto-send review prompt to guests with Messenger opt-in, post-dining.
3.14. Intercom
• Feature: Auto Messages
• Setting: In-app or SMS message triggered on service completion.
3.15. Slack (for Internal Tracking)
• Feature: Workflow Builder
• Setting: Notify team when review request sent or completed.
3.16. Yelp Fusion API
• Feature: Direct Review Request Link
• Setting: Embed “Leave a Yelp Review” call-to-action in message.
3.17. TripAdvisor API
• Feature: Automated Review Collection
• Setting: Provide personalized review link in post-visit communication.
3.18. MailerLite
• Feature: Auto Campaigns
• Setting: Trigger “Thank You & Review” campaign based on POS data input.
3.19. Klaviyo
• Feature: Post-purchase Flow
• Setting: Create flow with wait period, then send review request via preferred channel.
3.20. Freshdesk
• Feature: Customer Satisfaction Automation
• Setting: Schedule survey/review request after support resolution tagged with “Dining Feedback.”
Benefits
4.2. Enhances guest engagement and loyalty with post-visit touchpoints.
4.3. Drives organic search ranking and new customer acquisition.
4.4. Ensures timely, consistent reputation management with reduced manual input.
4.5. Provides actionable analytics from customer feedback for continuous improvement.