Customer Relationship & MarketingPurpose
1.2. Streamline post-delivery/visit engagement to collect actionable insights, ratings, and NPS for service and meal quality improvement.
1.3. Increase customer retention and positive reviews by prompting swift feedback at optimal timing points.
1.4. Enable data-driven operational enhancements in food & beverage, focused on specialty seafood experiences.
Trigger Conditions
2.2. Customer email or phone present in order or reservation data.
2.3. Pre-set delay post-order/visit (e.g. 30 minutes after delivery, 2 hours after table closed).
2.4. No feedback request sent in last 30 days to this customer.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Use Programmable Messaging API — configure outbound feedback SMS including link to survey form; sample endpoint: POST /Messages.
3.2. SendGrid
- Feature/Setting: Send transactional feedback email using Send Email API; template with feedback questions and unique customer link.
3.3. Mailchimp
- Feature/Setting: Trigger Automated Customer Journey with feedback email via “Customer completed purchase” event.
3.4. Slack
- Feature/Setting: Incoming Webhook to notify staff if feedback not completed within 24 hours.
3.5. Google Sheets
- Feature/Setting: Append customer contact and timestamp to a “Pending feedback” sheet after delivery event.
3.6. Salesforce
- Feature/Setting: Use Process Builder to trigger “Send Feedback Email” on Opportunity Close event.
3.7. HubSpot
- Feature/Setting: Feedback workflow via “Deal Stage is Closed-Won” automation; send follow-up survey.
3.8. Zapier
- Feature/Setting: Multi-step Zap: “New order in POS → Delay → Send Email/SMS Feedback Request”.
3.9. ActiveCampaign
- Feature/Setting: Automation for feedback form send on ‘Order Completed’ trigger.
3.10. Typeform
- Feature/Setting: Generate personalized feedback form link prefilled with order/visit info via Hidden Fields API.
3.11. SurveyMonkey
- Feature/Setting: Automated collector link using Create Collector API, delivered to customer.
3.12. WhatsApp Business API
- Feature/Setting: Send feedback prompt via Message Template API to customer after order status “delivered”.
3.13. Microsoft Teams
- Feature/Setting: Adaptive Card sent to designated channel if feedback is negative for quick resolution.
3.14. Google Forms
- Feature/Setting: Automatically generate feedback form link; email to customer using Apps Script trigger.
3.15. Intercom
- Feature/Setting: Automated message via Event-triggered Campaign when “Visit Closed” event sent.
3.16. Zendesk
- Feature/Setting: Create post-ticket satisfaction request (CSAT) automation following delivery support ticket closure.
3.17. Klaviyo
- Feature/Setting: Trigger flow to send review request SMS/email after “Delivery Fulfilled” event.
3.18. Pipedrive
- Feature/Setting: Send feedback email using Workflow Automation on “Deal Won” with customer data merge.
3.19. Facebook Messenger
- Feature/Setting: Messenger Send API dispatches feedback survey chat after interacting order event.
3.20. Shopify
- Feature/Setting: Use Flow app to automate external feedback survey send post-delivery.
3.21. Constant Contact
- Feature/Setting: Automated ‘Thank You & Feedback’ email after contact activity “completed order”.
3.22. Freshdesk
- Feature/Setting: Send feedback survey trigger as part of closed ticket automation.
3.23. Monday.com
- Feature/Setting: Create new item in “Feedback Needed” board and launch email automation using integrations.
Benefits
4.2. Accelerates review collection, enabling rapid service corrections.
4.3. Personalizes engagement, fostering higher response rates.
4.4. Enables consolidated analytics for trend tracking in guest satisfaction.
4.5. Reduces manual labor and response delays in specialty seafood hospitality sector.