Automated survey follow-ups

Purpose

1.1. Automate routine follow-up surveys with restaurant customers after their visit for feedback and improvement.
1.2. Automatedly capture customer experiences, food quality ratings, and service satisfaction.
1.3. Automate engagement via email, SMS, mobile apps, or social channels to maximize response rates.
1.4. Automate escalation of negative feedback for immediate management attention, improving customer retention.
1.5. Automate survey analytics to generate actionable insights for continual operational improvement.

Trigger Conditions

2.1. Automating survey dispatch after transaction completion within POS or reservation system.
2.2. Automatably trigger on customer visit checkout, bill payment, or post-delivery confirmation event.
2.3. Automate delays before sending (e.g., 2–24 hours post-visit) for optimal timing.
2.4. Automated reminders if survey is not filled after X days.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate survey SMS using Twilio Messaging API; set “From” number, schedule, and message template in function `messages.create`.
3.2. SendGrid
• Feature/Setting: Automate email surveys through SendGrid’s Mail Send API; configure dynamic templates, recipient personalization, and scheduling via `mail/send`.
3.3. Mailchimp
• Feature/Setting: Automation via Customer Journeys; use “Post-Event” triggers, design survey email in drag-and-drop editor.
3.4. Slack
• Feature/Setting: Automate Slack bot DM or channel post with survey link using Slack Incoming Webhooks or `chat.postMessage` API.
3.5. Google Forms
• Feature/Setting: Embed unique survey links in automated emails/SMS; track submissions via Google Forms API (scripted webhook trigger).
3.6. SurveyMonkey
• Feature/Setting: Automate survey invite via SurveyMonkey API `collectors.send`, configure audience, scheduling, and reminders.
3.7. Typeform
• Feature/Setting: Automate sending personalized survey links leveraging Typeform Responses API (via webhook or integration).
3.8. Facebook Messenger
• Feature/Setting: Automation using Facebook Messenger Send API to push surveys as quick replies after visit confirmation.
3.9. WhatsApp Business API
• Feature/Setting: Automate templated survey messages via Session or Template Message API post-interaction.
3.10. Zendesk
• Feature/Setting: Automate follow-up survey tickets using Zendesk Triggers and automations; link to external survey tool.
3.11. Salesforce Marketing Cloud
• Feature/Setting: Automate email/SMS journey post-transaction using Journey Builder Event triggers, configure Content Block survey invite.
3.12. HubSpot
• Feature/Setting: Workflow automation setups; trigger “Customer Feedback” survey email on deal closed or ticket resolved.
3.13. Zoho CRM
• Feature/Setting: Use Zoho Campaigns for automated survey sends; trigger on contact field updates or after event registration.
3.14. ActiveCampaign
• Feature/Setting: Automate post-visit survey campaign using “After Purchase” automation recipe; configure dynamic survey link.
3.15. Intercom
• Feature/Setting: Automate in-app or email survey via Intercom Workflow automations based on “Conversation closed” or “Tag added.”
3.16. Microsoft Teams
• Feature/Setting: Automate Teams message or survey adaptive card with webhook flow tied to reservation completion trigger.
3.17. Jotform
• Feature/Setting: Automated email invitation using Jotform API or scheduled autoresponder email for feedback form delivery.
3.18. Klaviyo
• Feature/Setting: Automate SMS/email survey flow post-checkout using API-triggered flows with dynamic coupon rewards.
3.19. Constant Contact
• Feature/Setting: Automated survey series through Event Triggers; link to form and schedule reminders.
3.20. Monday.com
• Feature/Setting: Automated follow-up notifications or polls using Monday.com automations based on project/item status change.
3.21. Google Chat
• Feature/Setting: Automate survey link sent via Google Chat bot after POS data webhook event with Cards API.
3.22. Airtable
• Feature/Setting: Automation script runs when new record (visit) created; triggers survey email/SMS from linked service.

Benefits

4.1. Automates survey delivery, increasing response rates and actionable data.
4.2. Minimizes manual intervention, saving time and labor costs.
4.3. Automates escalation of poor feedback for rapid service recovery.
4.4. Supports omnichannel engagement (SMS, email, apps, chatbots) for wider reach.
4.5. Automated analytics empower continuous operational improvements in Arabic cuisine experience.
4.6. Automatable reminders and follow-up sequences maximize survey completion.
4.7. Enhances CRM by automatedly updating customer profiles based on feedback.
4.8. Automating positive feedback collection supports review marketing and reputation management.