Customer Experience & Engagement AutomationPurpose
1.2. Automator sends personalized, timely surveys to customers post-visit, enabling the restaurant to automatedly refine its service, menu, and ambiance.
1.3. Automating the feedback loop increases review volume, supports service recovery, and amplifies positive public reviews via automation.
Trigger Conditions
2.2. Automatable daily batch trigger for all diners with contact data.
2.3. Custom workflow automates sending surveys post-reservation or online order fulfillment.
2.4. Customer's consent status, ensuring compliance and automating opt-in management.
Platform Variants
• Feature/Setting: Programmable SMS — automate survey links via SMS using "Messages" API; configure webhook for event-based automating.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API — automate email survey delivery; set up automator with dynamic lists.
3.3. SurveyMonkey
• Feature/Setting: Webhooks + Survey Collector API — automates creation/distribution of surveys and tracks response status.
3.4. Typeform
• Feature/Setting: Responses API — automate personalized survey distribution; configure custom thank-you pages for engagement automation.
3.5. Mailchimp
• Feature/Setting: Automations — triggers post-visit emails with embedded feedback links; use Customer Journeys for automation.
3.6. HubSpot
• Feature/Setting: Workflows/Service Hub Feedback API — automator for sending feedback forms based on closed POS deals.
3.7. Salesforce
• Feature/Setting: Process Builder & Surveys — automates scheduled survey sends and real-time automation on status changes.
3.8. Google Forms
• Feature/Setting: Apps Script automated email with form link to customer upon event trigger in POS export.
3.9. Zoho Survey
• Feature/Setting: Zoho Flow automates sending survey links; integrates with CRM for triggered automation.
3.10. Microsoft Power Automate
• Feature/Setting: Automated flows with Outlook & Forms connector — trigger survey emails on POS activity.
3.11. ActiveCampaign
• Feature/Setting: Automation Builder — configures automated survey follow-ups post-transaction.
3.12. Constant Contact
• Feature/Setting: Email Automation tool — send post-dining feedback forms after data import.
3.13. Intercom
• Feature/Setting: Custom Bots and auto-messages — workflow automator for in-app or email feedback post-visit.
3.14. Zendesk
• Feature/Setting: Triggers & Satisfaction Automation — send surveys on ticket close for service recovery.
3.15. Pabbly Connect
• Feature/Setting: Automated workflow builder to send feedback requests when sales enter completed status.
3.16. Airtable
• Feature/Setting: Automations — respond to new row entries (guests) by sending an automated survey email.
3.17. Freshdesk
• Feature/Setting: Feedback Automation — send survey links on ticket resolution; automator customizable for batch sends.
3.18. Qualtrics
• Feature/Setting: CX Feedback Automation — API-triggered surveys after service completion.
3.19. Klaviyo
• Feature/Setting: Automated Flows — dispatch post-visit SMS/email surveys; leverage event-based automating.
3.20. OneSignal
• Feature/Setting: Automated push/SMS campaigns; APIs for custom trigger setup after diner checkout.
3.21. Lattice Engines
• Feature/Setting: Automated customer engagement tool — triggers surveys at predetermined post-visit intervals.
3.22. Slack
• Feature/Setting: Workflow Builder automator for internal post-dining summary and feedback link dissemination.
Benefits
4.2. Reduces manual labor—staff are freed from repetitive follow-up, thanks to automation.
4.3. Automates critical alerts for negative reviews so management can immediately address service failures.
4.4. Automator strengthens review generation on public sites, boosting restaurant’s online reputation.
4.5. Enables automated, data-driven decisions for menu, staff, and environment upgrades.
4.6. Automates compliance with privacy and opt-in requirements, reducing legal risk.
4.7. Drives customer return rates with automated incentives for feedback participation.