Capture and store customer preferences

Purpose

1.1. Gather, organize, and utilize detailed customer preference data (dishes, spice levels, allergies, favorite cuisines, occasion types) to enhance personalized marketing, loyalty rewards, menu suggestions, and customer satisfaction for an African restaurant.
1.2. Establish an integrated process that collects data at order, feedback, reservation, web, or in-app interaction points, ensuring real-time updates and multi-channel coordination.

Trigger Conditions

2.1. New reservation created online or via phone/text.
2.2. Customer places new order (dine-in, take-out, website, mobile app).
2.3. Customer completes post-meal survey or provides feedback.
2.4. Customer updates profile or preferences on member portal.
2.5. Sign up or log in to restaurant’s loyalty program.
2.6. Scan or interaction on personalized QR code/menu item.

Platform Variants

3.1. Twilio SMS
• Feature: SMS webhook/API. Setup SMS triggers to request preference data and send to a database.
• Sample: Configure Twilio webhook to POST SMS replies to a server capturing preference fields.

3.2. SendGrid
• Feature: Parse Inbound. Use Inbound Parse webhook for email feedback capturing preferences.
• Sample: Set up Parse API to receive and forward customer replies with cuisine info.

3.3. Salesforce
• Feature: Data Capture via Web-to-Lead.
• Sample: Use Web-to-Lead forms with custom fields for allergies, spice preferences.

3.4. HubSpot
• Feature: Forms API.
• Sample: Configure embedded preference forms pushing data to contact records.

3.5. Mailchimp
• Feature: Signup Form Merge Tags.
• Sample: Collect spice levels, dish favorites during newsletter signup.

3.6. Zapier
• Feature: Webhook / Data Storage.
• Sample: Create a zap to log new feedback form entries in Google Sheets.

3.7. Google Forms
• Feature: Forms + Google Apps Script.
• Sample: Trigger on submit, extract preferences to Google Sheets DB.

3.8. Typeform
• Feature: Webhooks.
• Sample: Send customer questionnaire responses (allergy, cuisine) to REST API.

3.9. Square POS
• Feature: Customer Profiles API.
• Sample: Store meal preferences on customer profile during checkout.

3.10. Toast POS
• Feature: Guest Feedback API.
• Sample: Automatically update CRM when preferences entered in feedback kiosk.

3.11. Intercom
• Feature: Custom Attributes via API.
• Sample: Tag user profile with preferred dish when in-chat quiz completed.

3.12. Facebook Messenger
• Feature: Messenger Webhook.
• Sample: Capture response to chatbot’s “favorite African dish?” prompt.

3.13. WhatsApp Business
• Feature: Webhook message capture.
• Sample: Gather and parse structured preference replies.

3.14. SurveyMonkey
• Feature: Survey Webhook.
• Sample: Push answer data to central DB as soon as survey is submitted.

3.15. Shopify
• Feature: Customer metafields API.
• Sample: Store meal customization preferences in customer account.

3.16. Airtable
• Feature: API/Automations.
• Sample: Append new customer preferences as rows in “Customer Insights” table.

3.17. Microsoft Power Automate
• Feature: Trigger flows from form responses.
• Sample: On form complete, push data to CRM and send confirmation.

3.18. Slack
• Feature: Workflow Builder.
• Sample: Forms in Slack channel log preference feedback.

3.19. Calendly
• Feature: Invitee Questions API.
• Sample: Query for food preferences while booking tables and store answers.

3.20. Pipedrive
• Feature: Custom Field Automation.
• Sample: Add cuisine preference as custom fields and map from web forms.

3.21. Zendesk
• Feature: Ticket Custom Fields API.
• Sample: Capture reported food allergy/notes in support tickets and update customer profile.

3.22. Jotform
• Feature: API Webhook.
• Sample: Directly collect and push restaurant feedback forms to online DB.

3.23. Klaviyo
• Feature: Profile API, Custom Properties.
• Sample: Tags for dietary and dish preferences from campaign IDs.

3.24. Freshdesk
• Feature: Contact Fields API.
• Sample: Update guest cuisine interests in helpdesk contact profile.

3.25. Eventbrite
• Feature: Attendee Custom Questions API.
• Sample: Store drink/food preferences entered during event registration.

Benefits

4.1. Enables hyper-personalized recommendations, upsells, and marketing.
4.2. Increases loyalty by showing attention to individual tastes/allergies.
4.3. Streamlines accurate service for large groups or events via advance knowledge.
4.4. Consolidates multichannel preference data for rich customer overviews.
4.5. Reduces manual data entry and minimizes human error in preference capture.
4.6. Supports targeted campaign segmentation and seasonal menu rollouts.
4.7. Boosts customer response rates by offering relevant, contextual requests.
4.8. Accelerates response for VIP and regular customer orders.
4.9. Facilitates menu innovation with real-world preference trends.
4.10. Enhances operational efficiency and customer satisfaction simultaneously.