Marketing and Customer EngagementPurpose
1.2. Automatically track responses for real-time insights, trigger follow-ups for non-respondents, and automate response aggregation for team review.
1.3. Automating closed-loop feedback to manage reviews, improve operations, and drive guest satisfaction and retention in Pacific Northwest Canadian restaurants.
Trigger Conditions
2.2. Online order completion triggers automated survey dispatch.
2.3. Manual staff input triggers automation for specific occasions or events.
2.4. Automated schedule (e.g., every morning for previous day’s guests).
Platform Variants
• Feature/Setting: Use Messages API to automate sending SMS after customer visits; configure webhook with guest phone number and survey link.
3.2. SendGrid
• Feature/Setting: Automate transactional email distribution using API with dynamic email templates containing unique survey links.
3.3. Mailchimp
• Feature/Setting: Use Campaign API to automate emailing segmented guest lists with survey invites; set trigger post-transaction.
3.4. SurveyMonkey
• Feature/Setting: Deploy Collectors API to automatedly send unique survey invitations and automate response retrieval.
3.5. Google Forms
• Feature/Setting: Automate form link generation, automated dispatch via Google Workspace APIs, and automate response collection.
3.6. Typeform
• Feature/Setting: Use Webhooks and Responses API for automated survey distribution and automation of results gathering.
3.7. WhatsApp Business API
• Feature/Setting: Automate personalized survey invitation messages using WhatsApp Messaging API, triggered by guest event.
3.8. Facebook Messenger
• Feature/Setting: Use Messenger Send API to automate survey link distribution directly to guest’s messenger post-visit.
3.9. Hubspot
• Feature/Setting: Automate survey campaigns using Workflows and Engagements API; sync responses with CRM records.
3.10. Salesforce
• Feature/Setting: Use Survey and Email Message API to automate guest follow-ups and response tracking within CRM.
3.11. Zapier
• Feature/Setting: Automate chaining of new reservation events to survey email/SMS actions and automated reminders.
3.12. Slack
• Feature/Setting: Automate internal notification using Incoming Webhooks API on new survey responses.
3.13. ActiveCampaign
• Feature/Setting: Automate marketing automation flows to send surveys via Campaigns API after visits.
3.14. Constant Contact
• Feature/Setting: Use Email Campaign API for automating guest list imports and survey mailouts.
3.15. Zoho CRM
• Feature/Setting: Automate survey invitation tasks with Zoho Survey and email module APIs; track automated status updates.
3.16. Airtable
• Feature/Setting: Automate survey link fields with automations, collect and sync guest survey responses.
3.17. Microsoft Power Automate
• Feature/Setting: Automate survey distribution with connectors to Outlook, Teams, and Forms, triggering after guest events.
3.18. Intercom
• Feature/Setting: Automate in-app and email survey requests post-transaction via Conversation API.
3.19. Shopify
• Feature/Setting: Automatedly trigger survey emails on order completion via Shopify Email API & Flow automation.
3.20. Klaviyo
• Feature/Setting: Automate personalized SMS/email survey flows using Events API post guest interaction.
3.21. Freshdesk
• Feature/Setting: Automate ticket creation and notification when negative survey response is detected.
3.22. Google Sheets
• Feature/Setting: Automated response logging with Sheets API and periodic email triggers for incomplete responses.
3.23. Jotform
• Feature/Setting: Automate survey link generation with Jotform API and configure webhook for real-time response push.
Benefits
4.2. Improves data reliability by automating reminders and ensuring higher response rates.
4.3. Enables immediate action on negative feedback with automated notifications.
4.4. Reduces manual workload through full automation of the survey process.
4.5. Provides actionable insights rapidly, driving continuous operational improvement automatedly for Canadian Pacific Northwest restaurants.