Automated collection and segmentation of customer data

Purpose

1. Automate the collection and segmentation of customer data from various digital and in-person points to create detailed customer profiles, optimize dessert marketing campaigns, and provide personalized experiences.

2. Enable restaurant teams to automate data intake from reservations, online orders, loyalty interactions, social media, feedback forms, and Wi-Fi signups for precise audience targeting.

3. Automatically segment customers by preferences, visit frequency, responses to promotions, birthday offers, and demographic details to enhance retention and boost dessert sales.

Trigger Conditions

1. New reservation or walk-in recorded in the POS or booking system (e.g., when a customer dines in).

2. Online dessert order placed via website or app.

3. Loyalty program or rewards sign-up via in-store kiosk, app, or website.

4. Customer engagement on social media (like, comment, share) on posts or ads.

5. Completion of online surveys or feedback forms after a visit or purchase.

6. Wi-Fi login or consent captured from customer device.

7. Receipt of marketing email replies or SMS responses.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate incoming SMS capture and trigger data enrichment via the Incoming Messages webhook.
  
• Sample configuration: Set webhook to receive SMS and link to CRM API for contact creation.
  

2. SendGrid

• Feature/Setting: Automates email engagement tracking using Event Webhook to collect open/click data.
  
• Sample configuration: Enable webhook and direct event data to segmentation workflow.
  

3. HubSpot

• Feature/Setting: Automate contact creation and property segmentation using the Contacts API and Workflows module.
  
• Sample configuration: Configure Workflows to auto-tag dessert preferences from form fields.
  

4. Mailchimp

• Feature/Setting: Automates subscriber data capture and tags using Automated Audience Segmentation.
  
• Sample configuration: Deploy sign-up forms and set auto-tagging on dessert interests and last purchase.
  

5. Salesforce

• Feature/Setting: Automate lead intake and segmentation with Lead Management and Process Builder.
  
• Sample configuration: Trigger Process Builder to auto-update 'Favorite Dessert' field from inputs.
  

6. Facebook Graph API

• Feature/Setting: Automates customer engagement capture from comments/likes via Webhooks.
  
• Sample configuration: Auto-feed engagement events into CRM segmentation rules.
  

7. Google Sheets

• Feature/Setting: Use API to automate appending and processing of new customer data entries for segmentation.
  
• Sample configuration: Script to move new form responses to “Loyalty” segments.
  

8. Zapier

• Feature/Setting: Automates multi-platform data sync and segmentation routing via automated Zaps.
  
• Sample configuration: Trigger on new order, push customer to CRM with dessert preferences.
  

9. Shopify

• Feature/Setting: Automates customer profile enrichment using Shopify Customer API after dessert order.
  
• Sample configuration: Webhook to update “Dessert Lover” tag for relevant purchases.
  

10. Typeform

• Feature/Setting: Automate segmentation of survey data via Results API to marketing CRM.
  
• Sample configuration: Map favorite dessert questions to customer profile fields.
  

11. Square POS

• Feature/Setting: Automates capture of in-person order details through the Transactions API.
  
• Sample configuration: Automatically add buyer to “Churro Fan” segment after purchase.
  

12. WiFi Marketing Platforms (Purple)

• Feature/Setting: Automates customer data capture and initial segmentation at Wi-Fi login.
  
• Sample configuration: Trigger auto-tag on device and email data entry.
  

13. Google Ads

• Feature/Setting: Automate audience list creation for custom dessert retargeting using Customer Match API.
  
• Sample configuration: Upload segmented customer lists for “Ice Cream Promo” ads.
  

14. Sprout Social

• Feature/Setting: Automates social profile capture and sentiment-based segmentation.
  
• Sample configuration: Auto-label customers interacting positively with dessert posts.
  

15. ActiveCampaign

• Feature/Setting: Automates customer list segmentation by behavior using Automation Recipes.
  
• Sample configuration: Create automated series for “repeat dessert buyers”.
  

16. Intercom

• Feature/Setting: Automates user data capture and profile enrichment upon live chat initiation.
  
• Sample configuration: Detect dessert query, add tag and segment.
  

17. Freshdesk

• Feature/Setting: Automates support ticket data collection for customer segmentation.
  
• Sample configuration: Tag ticket with dessert preference mentioned for future campaigns.
  

18. Google Forms

• Feature/Setting: Automate data collection and push to CRM using Apps Script and Forms API.
  
• Sample configuration: Coffee/dessert selections feed auto-segmented lists.
  

19. Klaviyo

• Feature/Setting: Automates audience segmentation by dessert purchase and engagement metrics.
  
• Sample configuration: Dynamic segments for “Gelato lovers” based on open rates and order data.
  

20. Loyalty Gator

• Feature/Setting: Automates loyalty profile capture and segmentation based on rewards earned.
  
• Sample configuration: Tier progression triggers automated segment migration.
  

Benefits

1. Automates diverse data intake channels, eliminating manual entry for customer profiles.

2. Boosts accuracy of segmentation and campaign personalization for dessert restaurant patrons.

3. Enables automated, timely marketing via SMS, email, and social based on segment triggers.

4. Accelerates marketing effectiveness and response, driving increased dessert sales and loyalty.

5. Reduces human error and automates compliance by consistent application of data rules.

6. Improves efficiency by letting teams focus on strategy, not data admin, via automators.

7. Enhances guest retention through automated and targeted engagement sequences.