Recording and segmenting customer preferences for targeted promotions

Purpose

1.1. Automate the recording, segmentation, and organization of customer preferences gathered via online, offline, and omni-channel touchpoints for personalized, targeted restaurant promotions.
1.2. Automate aggregation of taste, dietary, and visit frequency data to dynamically tailor offers, meal recommendations, and promotional outreach for North Eastern Indian cuisine.
1.3. Enable automation of feedback loops for continuously refining segments, improving repeat visits, and boosting customer lifetime value with automated, data-driven engagement.

Trigger Conditions

2.1. New online order placed (website, app)
2.2. Customer message or inquiry received (SMS, WhatsApp, Facebook)
2.3. Feedback or rating submitted via digital or physical receipt
2.4. Loyalty program sign-up or update
2.5. In-person interaction via digital POS or reservation system
2.6. Survey response via email, phone, or embedded kiosk
2.7. Automated scheduled data sync (daily, weekly)
2.8. Third-party review posted (Google, Yelp)
2.9. Social media mention detected
2.10. Table reservation made or modified

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Incoming SMS webhook for preference capture; configure to parse messages and automate creation of tagged contact profiles.
3.2. SendGrid
• Feature/Setting: Automated email webhook catching survey completions; configure integration to extract preferences and automate segment assignment.
3.3. Segment
• Feature/Setting: Automated event listener; configure traits and track calls for real-time customer segmentation and automate data push to CRM.
3.4. HubSpot
• Feature/Setting: Workflow automation for property change triggers; automatically creates/updats segmentation fields from forms and emails.
3.5. Salesforce
• Feature/Setting: Data flow automation using Salesforce Flow; automates field population and dynamically updates segmentation lists.
3.6. Mailchimp
• Feature/Setting: Tagging automation from form submissions; automatedly adds customers to segmented audiences for tailored campaigns.
3.7. Zapier
• Feature/Setting: Multi-app workflow automator; set up triggers from any data source to automate preference recording in sheets or CRMs.
3.8. Google Forms
• Feature/Setting: Automated response trigger to parse entries and automate transfer into segmenting databases via webhook.
3.9. Typeform
• Feature/Setting: Webhook automation for survey completions; automatedly extract and sync preferences for segmentation.
3.10. Airtable
• Feature/Setting: Automation trigger on record creation; automate tagging, sorting, and moving records based on preference fields.
3.11. Intercom
• Feature/Setting: Automated conversation tagging; automate downstream customer pipeline segmentation on new chats.
3.12. Meta (Facebook Messenger)
• Feature/Setting: Automated chatbot preference extractors; configure for real-time automation of customer tagging in Messenger.
3.13. WhatsApp Business API
• Feature/Setting: Incoming message hook to parse intent; automatedly capture, segment, and tag customer preference details.
3.14. Slack
• Feature/Setting: Slash command trigger for feedback intake; automate parsing and segmentation using workflow steps.
3.15. Google Sheets
• Feature/Setting: On new row automation; automate parsing and sorting into dynamic segments in real-time.
3.16. Shopify
• Feature/Setting: Automation on new customer or order; automate update of customer tags for targeted messaging.
3.17. Freshdesk
• Feature/Setting: Ticket property automator; automate tagging based on meal preference or issue stated in support tickets.
3.18. Zendesk
• Feature/Setting: Trigger on ticket creation with custom fields; automate segment assignment for later targeting.
3.19. Klaviyo
• Feature/Setting: Conditional segmentation automation; automated flows for dynamically grouping based on engagement and preference triggers.
3.20. Notion
• Feature/Setting: Database automation when new entry is added; automate segment tagging and relational field updating from forms.

Benefits

4.1. Automate preference collection, eliminating manual logs and human error.
4.2. Enable automated segmentation for highly targeted promotions and campaigns.
4.3. Reduce response time by automating follow-ups based on real-time data.
4.4. Automate omni-channel input collection for holistic customer understanding.
4.5. Boost repeat visits by automatedly refining offers matched to evolving preferences.
4.6. Automate compliance by ensuring segmentation rules are consistently applied.
4.7. Accelerate marketing automation and campaign ROI through enhanced personalization.