Export guest data for future marketing campaigns

Purpose

 1.1. Aggregate guest information from reservations for marketing outreach and analysis.
 1.2. Ensure compliance with data protection regulations while extracting relevant details.
 1.3. Sync guest data across marketing platforms for segmentation, retargeting, and loyalty programs.
 1.4. Enable timely, personalized communications to promote events, offers, and re-engagement.
 1.5. Streamline the preparation of guest profiles for campaign effectiveness evaluation.

Trigger Conditions

 2.1. New reservation entry is created or updated in reservation management software.
 2.2. Manual batch export is initiated by a staff member at designated intervals.
 2.3. A guest consents to marketing communications during booking.
 2.4. Scheduled weekly or monthly exports for ongoing campaign planning.
 2.5. Export automatically after guest visit completion or payment confirmation.

Platform Variants

 3.1. OpenTable
  • API: Bookings API — Retrieve guest email, phone, visit history; sample config: call "GET /v2/bookings" with filters for date range.

 3.2. Resy
  • Feature: Data Export Tool — Enable scheduled CSV export to cloud drive or FTP.

 3.3. SevenRooms
  • API: Guests Endpoint — "GET /guests", filter by reservation date and marketing-opt-in status.

 3.4. Toast POS
  • API: Customers Endpoint — Export guest contact data post-transaction via "GET /api/v2/customers".

 3.5. Square
  • API: Customers API — Retrieve profiles through "ListCustomers" endpoint for reservation-linked contacts.

 3.6. Mindbody
  • API: Client Services — Extract guest fields using "GET /client" for campaign targeting.

 3.7. Mailchimp
  • API: Lists — Import guest data via "POST /lists/{list_id}/members".

 3.8. HubSpot
  • API: Contacts — Sync guests using "POST /contacts/v1/contact".

 3.9. Salesforce
  • API: Data Loader or Bulk API — Upsert guest leads with reservation attributes.

 3.10. Constant Contact
  • API: Contacts — Upload list using "POST /contacts".

 3.11. Zoho CRM
  • API: Contacts Module — Create records with guest detail fields.

 3.12. ActiveCampaign
  • API: Contacts — "POST /api/3/contacts" to add guest emails to campaigns.

 3.13. Sendinblue
  • API: Contacts — Use "POST /contacts" for batch guest profile import.

 3.14. Google Sheets
  • Feature: AppScript/Sheets API — Push structured guest data for marketing tracking or manual review.

 3.15. Microsoft Excel (365)
  • Feature: Power Automate Connector — Auto-export reservation rows to Excel for distribution.

 3.16. Klaviyo
  • API: Lists & Segments — Add guest to list using "POST /v2/list/{list_id}/members".

 3.17. Brevo
  • API: Contacts Management — Import/export guests for triggered campaigns.

 3.18. Trello
  • API: Custom Cards — Add a card for each exported guest for follow-up action.

 3.19. Slack
  • API: Messaging — Send notification to marketing channel when new batch exported.

 3.20. Google Drive
  • API: Files — Upload CSVs of guest data with appropriate sharing settings.

 3.21. Dropbox
  • API: Uploads — Store encrypted guest data export files for compliance review.

 3.22. Airtable
  • API: Base Synchronization — "POST /v0/{baseId}/{tableName}" to insert marketing-qualified guest records.

 3.23. Segment
  • API: Track/Identify — Transmit guest traits for cross-platform marketing activities.

Benefits

 4.1. Accelerates campaign readiness with immediate guest data access.
 4.2. Reduces manual copy-paste errors and enhances data quality.
 4.3. Enables rapid campaign personalization and targeting.
 4.4. Facilitates easy compliance review through export logs.
 4.5. Improves guest re-engagement rates through timely, automated outreach.
 4.6. Synchronizes data flows across all marketing and CRM environments quickly.
 4.7. Saves staff time and streamlines guest information workflows for F&B industry needs.