Purpose
1.2. Build positive online reputation and attract new customers by systematically prompting satisfied guests.
1.3. Reduce reliance on staff memory for follow-ups and ensure every visit gets engagement for review potential.
1.4. Monitor response rates and adapt messaging for optimal review acquisition.
1.5. Integrate review requests with marketing and CRM for detailed performance tracking.
Trigger Conditions
2.2. Receipt issuance event from POS.
2.3. Time-based delay (e.g., 24–48 hours post-visit).
2.4. Payment processing confirmation.
2.5. Customer fills feedback form or loyalty check-in.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Send “Thank you, please review us” SMS via Twilio Programmable SMS API (POST /Messages).
- Sample: Configure trigger to send SMS using automated workflows with recipient phone and Google/Yelp link.
3.2. SendGrid
- Feature/Setting: Trigger review request emails using SendGrid Mail Send API (POST /mail/send).
- Sample: Templated email with review links dispatched post-visit based on POS trigger.
3.3. Gmail (Google Workspace)
- Feature/Setting: Automate sending personalized emails with Google Apps Script’s MailApp.sendEmail().
- Sample: Template configures customer details and review link insertion.
3.4. Yelp Fusion API
- Feature/Setting: Automatically prefetch and embed the business’s Yelp page link using GET /businesses/{id}.
- Sample: Retrieve business details for use in email or SMS templates.
3.5. Salesforce
- Feature/Setting: Use Process Builder or Flows to trigger review email after customer event.
- Sample: Configure action “Send Email Alert” with merge fields for review links.
3.6. HubSpot
- Feature/Setting: Marketing Workflows or Sequences send review follow-up via connected email/SMS.
- Sample: Trigger workflow on contact activity completion.
3.7. Mailchimp
- Feature/Setting: Automated customer journeys to send review invitations post-purchase.
- Sample: Customer tag-based automation triggers email with review request.
3.8. ActiveCampaign
- Feature/Setting: Automations triggered by custom event (e.g., visit logged) send review emails/SMS.
- Sample: Use webhook or integration to initiate after designated trigger.
3.9. Zapier
- Feature/Setting: Multi-app automation linking POS exit event to selected email/SMS platform.
- Sample: Trigger = Payment Success → Action = Send Email/SMS with review link.
3.10. Zoho CRM
- Feature/Setting: Workflow rules send review request emails on customer follow-up date.
- Sample: Set criteria-based autoresponder with Google/Yelp link.
3.11. Intercom
- Feature/Setting: Automated in-app or email messaging based on user action or custom event.
- Sample: “Thank you” outbound sent after dining event.
3.12. Freshdesk
- Feature/Setting: Post-support “please review” emails triggered on ticket resolution for reservation inquiry.
- Sample: Automate via Dispatcher rules with inserted review link.
3.13. Klaviyo
- Feature/Setting: Flow automation based on order event sends review invitation.
- Sample: Email triggered by completed meal event.
3.14. Pipedrive
- Feature/Setting: Automation triggers email on 'deal closed — dined' stage.
- Sample: Email template merges diner info and direct review link.
3.15. Google Sheets
- Feature/Setting: Scripted workflow that triggers Gmail email when new row (visit) added.
- Sample: Google Apps Script parses row, sends review request.
3.16. WhatsApp Business API
- Feature/Setting: Automated messaging sequence post-visit via /messages endpoint.
- Sample: Personalized “Thank you, please review” WhatsApp message.
3.17. Facebook Messenger API
- Feature/Setting: Automated Messenger bot follow-up with review links using Send API.
- Sample: Message triggered by reservation or payment event.
3.18. SurveyMonkey
- Feature/Setting: Post-survey thank you page or email includes prompt/button to submit review.
- Sample: Redirect or custom thank you message.
3.19. Constant Contact
- Feature/Setting: Event-triggered automation sends review email with Google/Yelp links.
- Sample: Setup post-event campaign.
3.20. Shopify
- Feature/Setting: Use Shopify Flow to trigger review request after order fulfillment at restaurant retail counter.
- Sample: Automated email with embedded review call-to-action.
3.21. Square
- Feature/Setting: POS event-based trigger sends review request via configured email or SMS.
- Sample: Configure Customer Engagement campaign post-transaction.
3.22. Slack
- Feature/Setting: Automated reminder to staff when guest visit closes, to manually trigger review request if needed.
- Sample: Workflow automates reminder post-checkout.
Benefits
4.2. Increases local online visibility and search ranking.
4.3. Provides measurable feedback data for management.
4.4. Streamlines post-visit communication for better guest experience and engagement.
4.5. Reduces gaps and inconsistencies in customer outreach, ensuring every guest is contacted.
4.6. Allows scalable review management with performance analytics for continuous improvement.