Trigger feedback surveys after specific interactions

Purpose

1.1. Gather timely customer feedback post-interaction, such as after completing a reservation, payment, or dine-in experience for continuous service improvement.
1.2. Increase return visits and enhance brand loyalty by signaling attentiveness to guest experience.
1.3. Create data-driven marketing campaigns by collecting structured customer preferences and satisfaction levels.
1.4. Enable prompt service recovery by identifying dissatisfied customers in real time.

Trigger Conditions

2.1. Reservation confirmation or completion (online, phone, or walk-in).
2.2. Payment or invoice processed (in-person POS, online, or mobile app).
2.3. Loyalty program check-in or points redemption event.
2.4. Meal delivery or takeaway order completion.
2.5. Special event participation (e.g., Omakase night, sake tasting).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; Configure to send templated survey invitations on order completion event trigger.
3.2. SendGrid
• Feature/Setting: Transactional Email API; Set automation to email survey links after billing.
3.3. Slack
• Feature/Setting: Incoming Webhook or Workflow Builder; Push feedback tasks to staff channel upon trigger.
3.4. Typeform
• Feature/Setting: Webhooks; Automatically pre-populate survey forms and dispatch links via integration triggers.
3.5. SurveyMonkey
• Feature/Setting: Audience Collector API; Auto-send survey links post-reservation.
3.6. Google Forms
• Feature/Setting: Apps Script Webhook; Scripted auto-email to guest after checkout.
3.7. Mailchimp
• Feature/Setting: Automated Customer Journeys; Send feedback request upon tagged event.
3.8. Zendesk
• Feature/Setting: Triggers; Prompt for customer satisfaction survey after ticket resolution.
3.9. Intercom
• Feature/Setting: Series Automation; Send chat or email-based survey after chat ends.
3.10. HubSpot
• Feature/Setting: Workflows (Feedback Survey); Auto-send survey when deal stage marked “closed won.”
3.11. Salesforce
• Feature/Setting: Process Builder + Survey Invitation; Triggered survey invitation on account update.
3.12. Pipedrive
• Feature/Setting: Workflow Automation; Email survey upon deal movement to “completed” stage.
3.13. ActiveCampaign
• Feature/Setting: Automation Builder; Initiate post-visit survey request based on tag or list.
3.14. Zoho CRM
• Feature/Setting: Workflow Rules + Zoho Survey; Dispatch surveys after lead is converted to customer.
3.15. Freshdesk
• Feature/Setting: Scenario Automation; Send feedback survey on ticket close.
3.16. Facebook Messenger
• Feature/Setting: Messenger API / Automation Platform; Send survey prompt via message after order DM confirmation.
3.17. WhatsApp Business API
• Feature/Setting: Template Message API; Deliver post-service survey with pre-approved template.
3.18. Shopify
• Feature/Setting: Flow app; Automate survey email after order fulfillment.
3.19. Square
• Feature/Setting: Customer Engagement Suite; Configure auto survey after POS completion.
3.20. Clarity Feedback
• Feature/Setting: API/Webhook; Real-time trigger on guest data sync to request feedback.
3.21. Monday.com
• Feature/Setting: Automations + forms; Create feedback tasks and automate dispatch after reservations.
3.22. Airtable
• Feature/Setting: Automation; Send survey link upon new customer check-in record.
3.23. Microsoft Power Automate
• Feature/Setting: Scheduled/triggered Flow; Email or SMS survey after database entry update.

Benefits

4.1. Captures actionable feedback at peak relevance for higher response rates.
4.2. Streamlines staff workflows, allowing focus on proactive guest relationships.
4.3. Enables segmentation for targeted marketing follow-ups based on feedback.
4.4. Identifies and resolves problems quickly, reducing negative reviews.
4.5. Demonstrates commitment to excellence, building customer trust.