Customer Support & Feedback AutomationPurpose
1.2. Measure customer satisfaction and identify issues that may not have surfaced during the visit.
1.3. Encourage repeat visits through personalized responses to feedback.
1.4. Build a database of customer preferences and sentiments for loyalty programs.
Trigger Conditions
2.2. Online reservation completion and no-show resolution.
2.3. Time-lapse since visit (e.g., 30 minutes after checkout).
2.4. Loyalty application app exit following café visit.
Platform Variants
• Feature/Setting: SMS API; configure automated message with survey link triggered by checkout webhook.
3.2. SendGrid
• Feature/Setting: Transactional Email API; auto-send surveys to provided customer emails post-visit.
3.3. Mailchimp
• Feature/Setting: Customer Journey with webhook trigger; initiate survey campaign to recent visitors.
3.4. HubSpot
• Feature/Setting: Workflow Automation; triggers emails or in-app survey following CRM event “Visit Completed.”
3.5. SurveyMonkey
• Feature/Setting: Integration API; auto-generate unique feedback links per customer visit.
3.6. Google Forms
• Feature/Setting: Google Apps Script; create and send survey on specific Google Sheet row update.
3.7. Typeform
• Feature/Setting: Webhooks; distribute personalized survey links after visit registration.
3.8. Zendesk
• Feature/Setting: Satisfaction Automation; email or SMS survey sent post-ticket (visit) closure.
3.9. Freshdesk
• Feature/Setting: Feedback Automation; set trigger on “Resolved Visit” for automatic survey delivery.
3.10. ActiveCampaign
• Feature/Setting: Automations; send follow-up survey email triggered by CRM update.
3.11. Salesforce
• Feature/Setting: Process Builder; configure email survey to fire on custom “Visit Complete” object.
3.12. Intercom
• Feature/Setting: Post-event auto-messaging; trigger survey after “Checked-Out” event.
3.13. Slack
• Feature/Setting: Webhook Integration; send internal alert for staff follow-up after negative survey results.
3.14. Microsoft Power Automate
• Feature/Setting: Automated Flow; poll new entries in POS, then create and send survey.
3.15. WhatsApp Business API
• Feature/Setting: Notification Message Templates; send survey invitations after event notification.
3.16. Zoho CRM
• Feature/Setting: Workflow Rules; configure automated survey push upon visit completion.
3.17. Facebook Messenger
• Feature/Setting: Chatbot API; deploy satisfaction survey via Messenger after tagged activity.
3.18. Instagram Direct
• Feature/Setting: Automation Service; auto-send survey DMs on customer activity.
3.19. WeChat Official Account API
• Feature/Setting: Message Templates; send post-visit survey links on user action acknowledgment.
3.20. Constant Contact
• Feature/Setting: Autoresponder; trigger survey invitation upon addition to “Completed Visit” list.
3.21. Airtable
• Feature/Setting: Automation scripts; detect status change and initiate outgoing survey message.
3.22. Klaviyo
• Feature/Setting: Flows; trigger survey to customer segment marked “Latest Café Visit.”
3.23. Calendly
• Feature/Setting: Event Workflow; when appointment marked “Completed,” send satisfaction survey.
Benefits
4.2. Immediate timing increases response rate and data accuracy.
4.3. Consolidated platform data for comprehensive reporting and improvement analysis.
4.4. Faster resolution and acknowledgment of negative feedback, boosting customer loyalty.
4.5. Cross-platform compatibility allows flexible customer contact via preferred channels.