Marketing & Customer EngagementPurpose
1.2. Streamlines soliciting reviews from guests through SMS, email, social media, and app notifications, automating reminders if no response is received.
1.3. Enhances marketing by collecting more reviews, enabling data-driven improvements, and fostering customer loyalty through automated follow-ups.
1.4. Automating review requests helps restaurants manage reputation, rapidly address negative feedback, and boost online visibility.
Trigger Conditions
2.2. Automatic trigger based on customer check-out confirmation in-app or via QR scan on receipt.
2.3. Scheduling automation for post-visit intervals (e.g., 1 hour, 24 hours after visit/order).
2.4. Automatable trigger from CRM status update to “order fulfilled/dined in.”
Platform Variants
• Feature/Setting: SMS API — Automator sends custom SMS review links on order closing, e.g., `POST /Messages` with template.
3.2. SendGrid
• Feature/Setting: Transactional Email API — Automates email review invites when a transaction completes, e.g., `POST /mail/send` with dynamic HTML body.
3.3. Mailchimp
• Feature/Setting: Automations — Email sequences with “Order Completed” trigger, custom review request template.
3.4. WhatsApp Business API
• Feature/Setting: Send Message endpoint — Automates personalized WhatsApp review request on order marked delivered/dined in.
3.5. HubSpot
• Feature/Setting: Workflows — Triggers email or in-app message to request review post purchase.
3.6. Zendesk
• Feature/Setting: Triggers — Automated ticket/email for feedback when POS ticket closes.
3.7. Salesforce
• Feature/Setting: Process Builder/Flows — Automated review request task or customer email post-transaction.
3.8. Google Forms
• Feature/Setting: Prefilled Form Links — Automates unique feedback form links via SMS/email for each customer.
3.9. SurveyMonkey
• Feature/Setting: Automated Survey Invites — API sends survey after order marked “fulfilled.”
3.10. Facebook Messenger
• Feature/Setting: Send API — Automated chat review request on successful order/dine-in event.
3.11. Intercom
• Feature/Setting: Automated Messages — Sends in-app or email prompt after checkout flagged as complete.
3.12. Slack
• Feature/Setting: Webhooks — Notifies staff to follow up or automatically posts to review channel for team review responses.
3.13. Klaviyo
• Feature/Setting: Flows — Automated multi-channel messaging when order inquiry event detected.
3.14. ActiveCampaign
• Feature/Setting: Automation — Sends email/SMS automatedly when “Order Complete” tag is added.
3.15. Yelp Fusion API
• Feature/Setting: Directs customers via automated message to Yelp review forms after fulfillment.
3.16. Trustpilot API
• Feature/Setting: Invitation Endpoint — Automates review invite emailing on transaction success.
3.17. Typeform
• Feature/Setting: Prefilled Survey URLs — Sends unique survey link automatically via SMS or email.
3.18. Square
• Feature/Setting: Webhooks — Triggers automation upon completed transaction in POS.
3.19. Shopify POS
• Feature/Setting: Order Fulfillment Webhook — Automates review request when dine-in or delivery is completed and logged.
3.20. Zapier
• Feature/Setting: Multi-app automation — Connects apps using review trigger events for custom message flows.
3.21. MessageBird
• Feature/Setting: SMS API — Automatic SMS review request after order closure event.
3.22. Customer.io
• Feature/Setting: Event-based Emails — Sends automated outreach after dining/delivery status updated.
3.23. Freshdesk
• Feature/Setting: Automations — Automatically raises feedback tickets post-service.
Benefits
4.2. Automates routine engagement, freeing staff to focus on in-person service.
4.3. Enables automatable multi-channel outreach, improving visibility and consistency.
4.4. Automator sequences customizable timing/frequency minimize annoyance and increase actual review completions.
4.5. Automating this workflow facilitates real-time feedback collection for swift operational adjustments.