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Automated review requests post-visit

Purpose

1.1. Automate sending review requests to customers post-visit, increasing review volumes and engagement.
1.2. Automates the collection of feedback to improve ratings, reputation, and customer insights.
1.3. Supports marketing automation by reinforcing loyalty programs and driving repeat business.
1.4. Provides automated reminders tailored to customer language, visit time, and dining experience.
1.5. Enables business process automation for seamless communication without manual staff intervention.

Trigger Conditions

2.1. Customer completes dine-in or takeaway order and their contact information is captured.
2.2. Reservation status is marked "completed" in POS or booking system, initiating automation.
2.3. Order status is delivered/collected via integrated delivery partner.
2.4. Payment completed triggers book-closure event in POS, starting review request automation.

Platform Variants


3.1. Twilio SMS
• Feature/Setting: SMS API — automate sending personalized review requests post-visit, e.g., configure with “Messages” endpoint.

3.2. SendGrid
• Feature/Setting: Email API — automated email delivery, configure “Send Email” with personalized templates.

3.3. WhatsApp Business API
• Feature/Setting: Message endpoint — automate review request messages using automated templates.

3.4. Mailchimp
• Feature/Setting: Automated emails — Automation > Customer Journey to trigger post-visit.

3.5. ActiveCampaign
• Feature/Setting: Automations — Post-visit tag triggers “send message” automated action.

3.6. HubSpot
• Feature/Setting: Workflows — automate trigger-based review requests via workflow builder.

3.7. Intercom
• Feature/Setting: Series Automation — configure outbound messages by event (visit completed).

3.8. Klaviyo
• Feature/Setting: Flows — automate email or SMS post-visit via “Completed Order” trigger.

3.9. Facebook Messenger API
• Feature/Setting: Automated chat — send review request using “messages” endpoint post-visit.

3.10. Google Business Profile API
• Feature/Setting: Review solicitation links — automate sending review URLs after a visit.

3.11. Zendesk
• Feature/Setting: Triggers — automates ticket creation with review request and survey email/SMS.

3.12. Square POS
• Feature/Setting: Customer Directory + Automated Campaigns — trigger SMS/email post-transaction.

3.13. Toast POS
• Feature/Setting: Guest feedback automation — configure “Feedback” trigger post-checkout.

3.14. Shopify
• Feature/Setting: Marketing Automation — “Order Delivered” or “Fulfillment Complete” triggers email/SMS automation.

3.15. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automate post-visit review requests by milestone completion.

3.16. Freshdesk
• Feature/Setting: Automations > Observer — automates a review email/SMS on closure event.

3.17. Zoho CRM
• Feature/Setting: Workflow Rules — automate custom review request after deal/visit completion.

3.18. Yelp Fusion API
• Feature/Setting: Automates review link generation and sends post-visit prompts.

3.19. SurveyMonkey
• Feature/Setting: Automated Invitations — configure survey to send post-visit automatically.

3.20. Pipedrive
• Feature/Setting: Workflow Automations — automate sending review requests when deal marked 'won' or 'visit completed'.

3.21. SMSGlobal
• Feature/Setting: SMS API — automate international review request delivery.

3.22. Gupshup
• Feature/Setting: Conversational Messaging API — automates multilingual, multi-channel review requests.

3.23. Plivo
• Feature/Setting: SMS Automation — configure sending triggered SMS post-dining experience.

3.24. Typeform
• Feature/Setting: Automated Form Invitations — triggers survey on event/transaction completion.

3.25. Constant Contact
• Feature/Setting: Automated Email Series — post-visit trigger for review campaign.

Benefits

4.1. Increases review volume by automating outreach at optimal post-visit times.
4.2. Automates multi-channel engagement (SMS, email, chat, survey), maximizing response.
4.3. Reduces manual workload and errors through automation and automating notifications.
4.4. Automates tailored messaging based on language, segment, or loyalty tier.
4.5. Enables automator-driven insights into customer experience and automatable follow-ups.
4.6. Drives repeat business through automated loyalty integration and sustained engagement.
4.7. Ensures every guest receives a prompt for feedback, amplifying reputation and automating brand advocacy.
4.8. Supports automating compliance with communication policies (opt-out, preferences).

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