Reservation and Customer ManagementPurpose
1. Automate the process of collecting structured customer feedback after restaurant visits to enhance service quality, monitor staff performance, and inform menu improvements.
2. Enables data-driven decision making using automated analysis of guest experiences to boost repeat business, reputation, and compliance with hospitality standards.
3. Automates the outreach, feedback collection, response aggregation, and reporting flows to minimize manual staff intervention and maximize feedback response rates.
Trigger Conditions
1. Automated trigger upon completed reservation or customer checkout.
2. Scheduled automation running post-visit (e.g. 12 or 24 hours later).
3. Event-based trigger on POS system marking table as “closed.”
4. CRM status change or batch-daily customer export to automation pipeline.
Platform variants
1. Twilio SMS
- Feature/Setting: Use "Send Message" API to automate personalized SMS with feedback link to guests after their visit. Sample: Configure SMS trigger using Twilio Studio Flow with webhook invocation.
2. SendGrid
- Feature/Setting: Configure "Transactional Email" API to automate feedback request emails post-visit. Sample: Use dynamic email templates and trigger via webhook or SMTP relay after reservation completion.
3. Google Sheets
- Feature/Setting: Automate feedback storage and analysis using "Append Row" and Google Sheets API; logs responses in real time.
4. Airtable
- Feature/Setting: Use "Create Record" API to automate feedback recording and streamline aggregation for reporting.
5. Typeform
- Feature/Setting: Automate survey dispatch via Typeform API and use webhook for result collection.
6. SurveyMonkey
- Feature/Setting: Automate survey invitation emails using "Create Collector" and "Send Survey" APIs.
7. Mailchimp
- Feature/Setting: Configure "Automated Email Campaigns" triggered by post-visit tags or CRM segmentation.
8. Slack
- Feature/Setting: Automate alerts for negative feedback via "Chat PostMessage" API to management channel.
9. HubSpot
- Feature/Setting: Automate workflows using "Create Task" or "Add Note" APIs for customer feedback follow-up.
10. Salesforce
- Feature/Setting: Use "Case Management" automation with Feedback Object API for enterprise-level tracking.
11. Zendesk
- Feature/Setting: Automate creation of support tickets from negative feedback using "Tickets API."
12. WhatsApp Business API
- Feature/Setting: Automate feedback messages via official API post-visit using templated notifications.
13. Facebook Messenger
- Feature/Setting: Use "Send API" for automatable feedback message bots post-visit.
14. Freshdesk
- Feature/Setting: Automate feedback as support tickets using "Create Ticket" API.
15. Microsoft Teams
- Feature/Setting: Automate delivery of feedback reports into Teams channels using "Send Message" Graph API.
16. Gmail
- Feature/Setting: Automate personalized feedback requests via Gmail API using "Send Message" method.
17. Monday.com
- Feature/Setting: Use API to automate board updates for feedback tracking status.
18. Zoho CRM
- Feature/Setting: Automate creation of contact notes or triggers based on feedback using Zoho API.
19. Intercom
- Feature/Setting: Automate in-app feedback messages to customers with the "Messages" API.
20. Trello
- Feature/Setting: Automate feedback cards creation per response using Trello's REST API for tracking.
Benefits
1. Reduces manual workload through automating multi-channel feedback request distribution.
2. Automates aggregation of feedback data for rapid review and action.
3. Facilitates real-time monitoring of guest sentiment via automated dashboards.
4. Improves response rate through timely, personalized, automated outreach.
5. Enables automators to act immediately on negative feedback by auto-generating alerts or tasks.
6. Boosts operational excellence by making feedback-driven improvements automatable.
7. Enhances guest loyalty by automating gratitude messages and follow-up offers.