Automatic VIP/loyalty guest identification and tagging

Purpose

1.1. Enables Argentinian restaurants to automate the process of identifying, tagging, and tracking VIP/loyalty guests from reservation, check-in, to post-dining experiences.
1.2. Automates cross-channel recognition (web, app, phone, in-person), capturing loyalty program participation, purchase history, and guest preferences for targeting, personalized service, and marketing automation.
1.3. Supports automated multi-platform flagging of high-value guests for exclusive offers, prioritized seating, and event invitations, ensuring a seamless guest management automation system.

Trigger Conditions

2.1. Automated trigger with every new reservation (online, phone, POS, app).
2.2. Automates guest check-in at arrival or self-check-in using kiosks/tablets.
2.3. Synchronizes with loyalty program signup, reward redemption, or specific event booking.
2.4. Automates data cross-check with existing VIP/loyalty guest lists upon booking.
2.5. Triggers secondary automators when threshold spend is reached or custom tags detected (birthdays, anniversaries).

Platform Variants

3.1. Salesforce
• Feature/Setting: Use "Contact Record Update" automation; configure Flow Builder to auto-tag loyalty segment fields.
3.2. Zendesk
• Feature/Setting: Triggers with "Automated Ticket Tagging API" on guest contact record creation.
3.3. HubSpot
• Feature/Setting: Activate "Workflows", automate custom properties like ‘VIP Status’ via API.
3.4. Twilio
• Feature/Setting: Configure "Event Webhooks", automate SMS notifications to managers when VIP detected.
3.5. Mailchimp
• Feature/Setting: Enable "Audience Tagging" automation for segmented loyalty email drip.
3.6. Square
• Feature/Setting: Automate "Customer Profiles" via API, updating tags when loyalty milestones hit.
3.7. Toast POS
• Feature/Setting: Use "Guest Data API" to trigger automated tagging in guest record.
3.8. OpenTable
• Feature/Setting: Set up "Auto-Flag VIP" rules on reservation imports via the API.
3.9. Shopify POS
• Feature/Setting: Configure “Customer Tagged” triggers on new orders from loyalty members.
3.10. Microsoft Power Automate
• Feature/Setting: Build a flow automating guest recognition using connectors to reservation and CRM apps.
3.11. Zapier
• Feature/Setting: Automate multi-app tagging (e.g., Google Sheets to ActiveCampaign) using "Tag User" actions.
3.12. ActiveCampaign
• Feature/Setting: Use "Automations" to tag VIPs based on spend thresholds via custom API data.
3.13. Google Sheets
• Feature/Setting: Automate row update with loyalty flag via "Google Apps Script" triggers.
3.14. monday.com
• Feature/Setting: Automate status column update with "Automations" when loyalty data imported.
3.15. Notion
• Feature/Setting: Use "Automations" or webhook integrations to label database entries with VIP tags.
3.16. Pipedrive
• Feature/Setting: Use "Deal or Person Tagging" automation on relevant contacts.
3.17. Slack
• Feature/Setting: Automate channel notifications for staff with "Incoming Webhooks" when VIP guests tagged.
3.18. AirTable
• Feature/Setting: Use automation to update "VIP" single-select field based on reservation source.
3.19. Klaviyo
• Feature/Setting: Configure “Segment Membership” automation for guests tagged as loyalty or VIP.
3.20. Freshdesk
• Feature/Setting: Use ticket workflow "Automations" to assign tags from loyalty API.

Benefits

4.1. Automates guest recognition, ensuring consistently elevated experiences for VIPs.
4.2. Automated upselling and personalized marketing for loyalty members.
4.3. Reduces manual guest tracking errors with automation, boosting operational efficiency.
4.4. Automates staff alerts and CRM data for streamlined hospitality workflows.
4.5. Creates automatable frameworks for segmenting, rewarding, and inviting premium customers, maximizing retention.