Customer Experience & EngagementPurpose
1.2. Automate the collection of feedback via follow-up messages, enhancing engagement.
1.3. Automate customer data recording for loyalty and marketing purposes.
1.4. Enable ongoing automation of experience analytics and service improvement loops.
1.5. Automate reminders and feedback requests to maximize response rates and repeat visits.
Trigger Conditions
2.2. Receipt of payment confirmation automatedly triggers workflow.
2.3. Customer email/phone available in POS or reservation system.
2.4. Scheduled automation for follow-up (e.g., after 2 hours or next day).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS delivery using Twilio Messages API; configure "SendMessage" endpoint with customer phone and receipt link.
3.2. SendGrid
• Feature/Setting: Automate email delivery via SendGrid Mail Send API; configure "Dynamic Templates" and automate customer receipt insertion.
3.3. Mailgun
• Feature/Setting: Automate transactional emails via Messages API; set up receipt content and scheduling automation.
3.4. WhatsApp Business API
• Feature/Setting: Automate digital receipt and feedback prompt via "Send Message" to customer; template messages enabled.
3.5. Slack
• Feature/Setting: Automate notifying staff about successful automated receipt delivery via "chat.postMessage" API.
3.6. Zapier
• Feature/Setting: Automate POS to receipt email workflow; use "Email by Zapier" with POS webhook trigger.
3.7. Shopify POS
• Feature/Setting: Automate digital receipt email/SMS using POS app setting "Automated digital receipt".
3.8. Square POS
• Feature/Setting: Enable automated email/text receipts post-purchase via "Customer Receipts" automation option.
3.9. Lightspeed POS
• Feature/Setting: Automate digital receipts with automated template emails and feedback survey links; use customer email trigger.
3.10. Stripe
• Feature/Setting: Configure "Receipt Emails" automation in settings and automate follow-up using webhook triggers.
3.11. SurveyMonkey
• Feature/Setting: Automate feedback request emails via "Collectors" API, triggered by receipt delivery.
3.12. Google Forms
• Feature/Setting: Automate sending feedback form links post-receipt using Gmail API integration.
3.13. HubSpot
• Feature/Setting: Automate contact record update and automated follow-up emails via "Workflows".
3.14. ActiveCampaign
• Feature/Setting: Automate post-sale receipt and feedback series via "Automations" using POS data webhook.
3.15. Intercom
• Feature/Setting: Automate feedback request notifications to customers using "Outbound Messages" automation.
3.16. Zendesk
• Feature/Setting: Automate support ticket opening for negative feedback via "Triggers" automation.
3.17. Salesforce
• Feature/Setting: Automate digital receipt and follow-up survey delivery from "Process Builder" automation.
3.18. Freshdesk
• Feature/Setting: Automate customer receipt and feedback ticket creation via "Automations" workflow.
3.19. Pabbly Connect
• Feature/Setting: Automate workflow from POS webhook to SMS/email receipt and survey, using trigger-action sequences.
3.20. Typeform
• Feature/Setting: Automate sending digital receipts with unique feedback links leveraging "Webhooks" and response tracking.
3.21. Airtable
• Feature/Setting: Automate customer receipt and feedback data storage using "Automations" and "Send email" action.
Benefits
4.2. Automating feedback collection boosts response rates and actionable insights.
4.3. Automated approach reduces manual errors and administrative workload.
4.4. Automation enables scalable, consistent customer engagement.
4.5. Automator setup provides continuous data for experience improvement strategies.
4.6. Automated feedback workflows enable swift intervention for negative experiences and loyalty building for positive ones.
4.7. All steps are automatable, integrating with existing POS and CRM environments for seamless automation.