VIP customer recognition workflow

Purpose

1.1. Automate the identification and recognition of VIP customers in a Catalonian restaurant based on reservation data, visit frequency, preferences, spend, or special occasions.
1.2. Automate VIP alerts to management and service staff, triggering special workflows for enhanced guest experience, including tailored welcome notifications, table upgrades, special offers, and personalized menus.
1.3. Integrated automation workflow for seamless communication, customer segmentation, loyalty reward management, and real-time notification across multiple platforms and channels.

Trigger Conditions

2.1. New reservation entry flagged as VIP in Restaurant CRM or POS.
2.2. Automated detection of recurring visits or spend threshold via loyalty program.
2.3. Automation triggered by customer’s special request in booking form or via concierge service.
2.4. Detection of customer birthday/anniversary via date-based data automation.
2.5. Real-time review of external booking channels identifying automatable VIPs.

Platform Variants

3.1. Salesforce
• Feature: Process Builder – automate workflow to recognize and tag VIP customers with criteria and trigger notifications.
3.2. Mailchimp
• API: Audiences – automate segment update for VIP list, trigger personalized email automations.
3.3. Twilio SMS
• Service: Messages API – automatedly send custom SMS to host/manager when VIP reserves.
3.4. SendGrid
• Feature: Automated Workflows – email automation for personalized welcome or thank-you mails.
3.5. Zoho CRM
• Automation Rules: auto-tag VIPs and trigger task assignment for pre-visit preparation.
3.6. HubSpot
• Feature: Workflows – automate VIP contact property and send internal notifications.
3.7. Square POS
• Feature: Customer Directory API – update customer's VIP status, trigger automated loyalty rewards.
3.8. OpenTable
• API: Webhooks – trigger automated actions on VIP reservation creation.
3.9. Google Sheets
• Triggers: onChange; automate row update and send alert when VIP is registered.
3.10. Slack
• API: Incoming Webhooks – automate posting VIP alerts in kitchen/front desk channels.
3.11. Microsoft Power Automate
• Flow: schedule VIP monitoring automation and trigger staff alerts.
3.12. Typeform
• Feature: Webhooks – automate customer data push to CRM on VIP-related form input.
3.13. WhatsApp Business API
• Function: automate direct VIP messaging via official channel.
3.14. AirTable
• Automation: run scripts to automate flagging and notification based on reservation data.
3.15. Trello
• Power-Up: automate VIP checklist creation for upcoming shifts.
3.16. Zendesk
• Trigger: automate ticket creation or alert for special handling of VIP support inquiries.
3.17. Eventbrite
• Event API: automate VIP tagging and guest list updates pre-event.
3.18. Shopify POS
• Automation: update customer status, automate discount or special offer triggers for VIP purchases.
3.19. Instagram Graph API
• Automated messaging: send DMs or story mentions to VIPs confirming reservations.
3.20. Discord
• Bot/Webhook: automate VIP notifications to private staff servers/channels.
3.21. Monday.com
• Automations: automate VIP pipeline activity and deadline reminders for dining team.

Benefits

4.1. Automated recognition reduces manual tracking, errors, and VIP oversight.
4.2. Faster, more consistent VIP response with multi-channel notification automation.
4.3. Boosts loyalty and return visits by automating personalized engagement.
4.4. Enables real-time actionable insights for management to improve VIP service.
4.5. Automating repetitive tasks saves staff time and enhances service focus.
4.6. Promotes positive word-of-mouth marketing through automatedly elevated experiences.