Centralized guest data and preference tracking

Purpose

 1.1. Centrally automate the collection, storage, and update of guest data and preferences from multiple touchpoints for personalized experiences in Croatian cuisine restaurants.
 1.2. Automating guest profile creation, reservation history, dietary restrictions, favorite dishes, occasion reminders, and loyalty data aggregation for efficient reservation and guest management.
 1.3. Automate data synchronizing across reservation, POS, CRM, marketing, and feedback channels to ensure a holistic guest view for service enhancement and repeat business.

Trigger Conditions

 2.1. New reservation created via website, phone, or walk-in.
 2.2. Update in guest preference or allergy during dining.
 2.3. Guest submits feedback or survey.
 2.4. Loyalty program sign-up or redemption.
 2.5. Manual staff update to guest records via POS or CRM.
 2.6. Automated import from third-party delivery or reservation partner.
 2.7. Scheduled data audit for incomplete or outdated records.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Contact object and Custom Fields.
  • Configuration: Automate workflows to update guest records based on triggers using Salesforce Flow Apex API.
 3.2. HubSpot
  • Feature/Setting: Contacts API, Workflows.
  • Configuration: Automate guest data syncing and trigger personalized messaging using Contacts API and Lists.
 3.3. Toast POS
  • Feature/Setting: Guest Database sync API.
  • Configuration: Automate guest profile updates from order history and reservations via API endpoints.
 3.4. OpenTable
  • Feature/Setting: Webhooks, Guest Center API.
  • Configuration: Automate pulling and updating of reservation and guest notes.
 3.5. Mailchimp
  • Feature/Setting: Audience API, Tags.
  • Configuration: Automate assigning guest preferences for targeted campaigns.
 3.6. Zoho CRM
  • Feature/Setting: CRM APIs, Flow.
  • Configuration: Automate adding/updating guest records with custom fields from multiple data sources.
 3.7. Square
  • Feature/Setting: Customers API, Loyalty API.
  • Configuration: Automate merging guest profiles and synchronizing loyalty points.
 3.8. Pipedrive
  • Feature/Setting: People API, Workflow Automation.
  • Configuration: Automate guest information logging and tracking.
 3.9. Zendesk
  • Feature/Setting: User Profiles API.
  • Configuration: Automates tracking guest support and special requests.
 3.10. Twilio
  • Feature/Setting: SMS/Webhooks.
  • Configuration: Automating guest data capture and feedback via SMS interactions.
 3.11. Google Sheets
  • Feature/Setting: Sheets API, Google Apps Script.
  • Configuration: Automator to gather, log, and update guest details automatically.
 3.12. Trello
  • Feature/Setting: Custom Fields Power-Up, API.
  • Configuration: Automating guest tracking cards and preferences as lists.
 3.13. Slack
  • Feature/Setting: Incoming Webhooks, Slack API.
  • Configuration: Automate posting guest updates to staff channels for service preparation.
 3.14. Shopify
  • Feature/Setting: Customer API, Shopify Flow.
  • Configuration: Automate adding diners from online orders to central database.
 3.15. Calendly
  • Feature/Setting: Webhooks, API integration.
  • Configuration: Automates pushing reservation details and notes to guest records.
 3.16. Microsoft Excel
  • Feature/Setting: Office Scripts, Excel REST API.
  • Configuration: Automate syncing guest info sheets with POS/CRM systems.
 3.17. AirTable
  • Feature/Setting: Automations, API.
  • Configuration: Automating guest database enrichment from incoming data.
 3.18. Typeform
  • Feature/Setting: Responses API, Webhooks.
  • Configuration: Automate pushing survey feedback to guest records.
 3.19. Jotform
  • Feature/Setting: Webhooks, API.
  • Configuration: Automating guest intake forms directly to CRM.
 3.20. Oracle Hospitality
  • Feature/Setting: OPERA APIs.
  • Configuration: Automating guest record merging from various touchpoints in hospitality suite.
 3.21. Amadeus Hospitality
  • Feature/Setting: Central Reservation System API.
  • Configuration: Automating centralization of guest profiles and stay preferences.
 3.22. Segment
  • Feature/Setting: Track API, Source Connectors.
  • Configuration: Automate data capture and centralizing guest activity tracking across digital platforms.

Benefits

 4.1. Automates guest personalization, enhancing dining experience.
 4.2. Enables automated VIP treatment and special occasion recognition.
 4.3. Automator ensures consistent guest communication across channels.
 4.4. Reduces staff workload with automatable data entry and updates.
 4.5. Improves marketing accuracy with automated guest segmentation.
 4.6. Automatedly targets loyalty program offers based on preferences.
 4.7. Automates compliance with privacy regulations via centralized control.
 4.8. Boosts operational efficiency with seamless, automated data flows.