Purpose
1.2. Enhance data-driven customer engagement for the offal barbecue restaurant.
1.3. Support automated improvement of service quality and refinement of the dining experience.
1.4. Automate the gathering of NPS, CSAT, or specific dish feedback for menu improvement.
1.5. Provide management with real-time, automatable reports on customer sentiment.
Trigger Conditions
2.2. Automatedly triggered when a reservation is marked as attended.
2.3. Automation initiates at a set delay (e.g. 1hr post-checkout) for freshness of feedback.
2.4. Action can be automated via email, SMS, or app push depending on stored contact info.
Platform Variants
• Feature/Setting: Use Programmable Messaging API; automate sending feedback SMS using restaurant CRM-triggered automation.
3.2. SendGrid
• Feature/Setting: Implement Mail Send API with personalization fields; automate survey links via scheduled workflows.
3.3. Mailchimp
• Feature/Setting: Automated email campaigns; set up post-visit segmented automations with feedback form links.
3.4. Typeform
• Feature/Setting: Survey embed/share link; automate survey invitations by integrating with customer journey events.
3.5. Google Forms
• Feature/Setting: Automate email delivery of Google Form link using Gmail API post-transaction.
3.6. SurveyMonkey
• Feature/Setting: Use Contacts API to automate bulk survey dispatch based on business rules.
3.7. Salesforce
• Feature/Setting: Use Marketing Cloud Journey automation to send feedback surveys; track automatable engagement.
3.8. HubSpot
• Feature/Setting: Workflow automation sends feedback forms via email/SMS after visit; leverages workflow triggers.
3.9. WhatsApp Business API
• Feature/Setting: Automatedly distribute survey links via templates post-visit using messaging automation.
3.10. Zapier
• Feature/Setting: Multi-platform automator; connect POS webhook to survey solution for real-time automation.
3.11. Intercom
• Feature/Setting: Automate in-app or email survey pushes triggered by visit completion event.
3.12. Microsoft Power Automate
• Feature/Setting: Automate process flows between POS, CRM, and survey system with scheduled automation triggers.
3.13. Slack
• Feature/Setting: Use Incoming Webhooks; automatedly post survey prompts to dedicated customer channels or groups.
3.14. Facebook Messenger API
• Feature/Setting: Automated survey invitation as Messenger message post-visit via bot integration.
3.15. Zendesk
• Feature/Setting: Automate feedback requests by closing support tickets linked to dine-in records.
3.16. Freshdesk
• Feature/Setting: Automated feedback triggers upon supporter’s resolution/completion of customer contact.
3.17. Klaviyo
• Feature/Setting: Automated post-visit email flows for highly-targeted feedback solicitation.
3.18. ActiveCampaign
• Feature/Setting: Automate conditional follow-up survey sends in customer experience automations.
3.19. Pipedrive
• Feature/Setting: Automate survey sending based on deal or activity completion.
3.20. Airtable
• Feature/Setting: Use scripting/automation to send customized survey links upon POS status change.
Benefits
4.2. Automatedly reduces staff involvement and manual data entry.
4.3. Enables data-driven, automated improvements to menu, service, and guest engagement strategies.
4.4. Scales consistently across multiple restaurant locations for automatable reporting and benchmarking.