Feedback survey distribution post-visit/order

Purpose

1.1. Gather actionable customer feedback after dine-in, takeaway, delivery, or online order completion.
1.2. Automate outreach to maximize response rates and streamline retention analytics.
1.3. Tailor post-visit survey content based on visit details, menu choices, or order type.
1.4. Close the feedback loop for complaints or accolades automatically by routing responses to relevant teams.
1.5. Enable segmented remarketing based on NPS or satisfaction scores for loyalty and win-back strategies.

Trigger Conditions

2.1. Receipt of payment or order marked as completed in POS/ordering system.
2.2. Table closed in reservation/bookings platform.
2.3. Delivery confirmed via third-party or in-house delivery API.
2.4. Post-visit timer elapsed (e.g., 30 minutes after exit, or 24 hours after order).

Platform Variants

3.1. Twilio SMS API
• Feature/Setting: Configure "Send Message" API to distribute survey links by SMS with customer name and visit/order details dynamically inserted.
3.2. SendGrid
• Feature/Setting: Use "Mail Send" API with dynamic templates for branded HTML feedback emails triggered on event receipt.
3.3. Mailchimp
• Feature/Setting: Automated emails via "Customer Journey" builder, using merge tags for personalization and survey embed.
3.4. HubSpot
• Feature/Setting: Workflow automation triggered from CRM activity logs; set auto-email or SMS actions to send survey.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder integration, triggering feedback survey sends post-transaction.
3.6. Intercom
• Feature/Setting: Auto-messages set to trigger post-support or post-transaction, in-app and by email.
3.7. SurveyMonkey
• Feature/Setting: "Webhooks" or "API Collector" to automatically generate and distribute unique survey links.
3.8. Qualtrics
• Feature/Setting: Distribution via "Email Triggers" based on event from POS/order system.
3.9. Google Forms
• Feature/Setting: Automated email with Google Forms link sent via Gmail API or third-party badge event.
3.10. Zendesk
• Feature/Setting: Trigger "Satisfaction Survey" ticket automation post-case closure or order resolution event.
3.11. ActiveCampaign
• Feature/Setting: Automation chains using "Event Tracking" and email/sms survey follow-up.
3.12. Klaviyo
• Feature/Setting: "Flows" triggered by order status updates, sending tailored survey requests.
3.13. Typeform
• Feature/Setting: Auto-generate personalized survey URLs for each customer, distributed by email/SMS webhook.
3.14. Zoho Campaigns
• Feature/Setting: Autoresponders linked to booking/order completion; survey sent via Zoho Survey integration.
3.15. Freshdesk
• Feature/Setting: Automated feedback emails tied to ticket closure event via workflow automation.
3.16. Facebook Messenger API
• Feature/Setting: Trigger Messenger Template Message with feedback survey button after visit/order.
3.17. WhatsApp Business API
• Feature/Setting: Automated outbound message with embedded survey link upon completion event.
3.18. Constant Contact
• Feature/Setting: "Autoresponder" emails configured to trigger on customer tag update post-order.
3.19. Slack
• Feature/Setting: Trigger Slackbot DM with feedback survey for employee/partner reviews; webhook input.
3.20. Shopify
• Feature/Setting: "Order Paid" or "Fulfillment" triggers fire survey email via app integration or webhook.

Benefits

4.1. Maximizes feedback volume by contacting every customer automatically.
4.2. Increases retention via rapid follow-up and resolution efficiency.
4.3. Enables data-driven improvements to menu, service, or processes.
4.4. Automates segmentation for future marketing or loyalty campaigns.
4.5. Frees staff from manual survey distribution tasks and minimizes missed follow-up opportunities.