Follow-up offers for first-time visitors

Purpose

1.1 Retain and re-engage first-time diners of the angler fish restaurant via automated follow-up offers.
1.2 Deliver personalized discounts or coupons to motivate repeat visits.
1.3 Gather feedback to refine service and enhance customer loyalty in the specialty seafood segment.
1.4 Build segmented customer profiles for future marketing campaigns.

Trigger Conditions

2.1 Customer completes a dine-in experience as a first-time visitor.
2.2 Guest details are collected during reservation, ordering, or payment.
2.3 Time-based delay (e.g., 24 hours post-visit) initiates follow-up workflow.
2.4 Customer has opted in for marketing communications.

Platform Variants

3.1 Twilio SMS
• Feature/Setting: Programmable Messaging API; configure “Send Message” after first-visit flag in CRM is true.
3.2 SendGrid
• Feature/Setting: Automation Workflow; set trigger for transactional email with follow-up offer template.
3.3 HubSpot
• Feature/Setting: Workflows → “Contact property changed to ‘First Visit Complete’” triggers email/send SMS.
3.4 ActiveCampaign
• Feature/Setting: Automations → “Tag added: First Time Diner”; action = send email with promo code.
3.5 Mailchimp
• Feature/Setting: Customer Journey Builder; trigger: audience joins ‘first-time visitor’ segment.
3.6 Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; Data Event = “First Visit Registered”; send offer email/SMS.
3.7 Klaviyo
• Feature/Setting: Flows → “First Order Placed”; triggers email/SMS with promo coupon.
3.8 Google Sheets + Apps Script
• Feature/Setting: On new row with “first-time visit,” Apps Script triggers email using Gmail API.
3.9 Zapier
• Feature/Setting: Trigger = New tagged contact in POS app; action = send message via preferred channel.
3.10 Shopify
• Feature/Setting: Email Automation; trigger = customer tagged as first-time order, send marketing email.
3.11 Square
• Feature/Setting: Customer Directory Automation; trigger = first transaction event; send SMS/email offer via Square Marketing API.
3.12 Freshdesk
• Feature/Setting: Automations → contact created with “visitor” tag triggers follow-up email.
3.13 Pipedrive
• Feature/Setting: Workflow Automation; deal marked “first visit” → send personalized email using Mailigen plugin.
3.14 Intercom
• Feature/Setting: Series Automation; entry trigger = tag “First Visit” applied, action = trigger message.
3.15 Facebook Messenger API
• Feature/Setting: Webhook trigger on CRM event, deliver Messenger follow-up via Send API.
3.16 WhatsApp Business API
• Feature/Setting: Automated message triggered by CRM integration, deliver offer template message.
3.17 Slack
• Feature/Setting: Incoming Webhooks; on new first-time visitor, notify manager to send manual or automated outreach.
3.18 Zoho CRM
• Feature/Setting: Workflow Rules; contact enters “First Visit” segment triggers email template.
3.19 Constant Contact
• Feature/Setting: Automated Email Series; join “new visitor” list triggers follow-up offer email.
3.20 Cvent
• Feature/Setting: Event Workflow Automation; on guest registration, trigger scheduled follow-up offer.
3.21 Wix Automations
• Feature/Setting: Visitor submits contact form; trigger follow-up coupon via email automation.
3.22 Monday.com
• Feature/Setting: Automation → When status changes to “First Visit” send email using Gmail/Outlook integration.
3.23 Typeform + Webhooks
• Feature/Setting: On new form submission (feedback post-dine), webhook triggers offer delivery via marketing tool.

Benefits

4.1 Increases customer retention and repeat visits with minimal manual intervention.
4.2 Provides targeted, timely offers to increase engagement.
4.3 Collects actionable feedback for continuous improvement.
4.4 Frees staff from repetitive outreach tasks, allowing more focus on in-restaurant experience.
4.5 Enables granular tracking and segmentation for future campaigns.