Customer Engagement & ReservationsPurpose
1.2. Enables automated collection, aggregation, and analysis of customer insights for improving service quality, resolving issues, and promoting repeat business.
1.3. Ensures all customer experiences, whether in-house or delivered, are followed up automatically to maximize response rates and support continuous improvement.
1.4. Automates compliance with hospitality standards and collects data for loyalty/rewards initiatives.
Trigger Conditions
2.2. Scheduled automation, e.g., 1 hour after payment or table close.
2.3. Manual trigger by staff via CRM dashboard for selected guests.
2.4. Triggers on change of order status to ‘delivered’ in the delivery partner’s system.
2.5. Automation based on timestamp in booking/reservation logs.
Platform Variants
• Feature/Setting: Send automated SMS surveys using Messaging API; configure with order/customer variable merge fields for personalization.
3.2. SendGrid
• Feature/Setting: Schedule automated transactional emails with dynamic survey links post-purchase using SendGrid Email API.
3.3. Mailchimp
• Feature/Setting: Automated follow-up campaigns via Customer Journeys; trigger: new order or event completion.
3.4. Typeform
• Feature/Setting: Embed survey in SMS/email; automate submissions into CRM via API webhook.
3.5. SurveyMonkey
• Feature/Setting: Automated email surveys using Collectors API after each qualifying sale.
3.6. HubSpot
• Feature/Setting: Automate follow-up workflows tied to deals; send emails or SMS via integration after status "Closed/Won".
3.7. Google Forms
• Feature/Setting: Link Google Forms in automated email triggers; collect results into Google Sheets.
3.8. Zendesk
• Feature/Setting: Automate survey dispatch post-ticket resolution using Triggers and API for guests with complaints.
3.9. Salesforce
• Feature/Setting: Auto-send survey email on opportunity close via Process Builder and Email Alerts.
3.10. ActiveCampaign
• Feature/Setting: Automated email or SMS campaign using Automations triggered by contact tag/order completion.
3.11. WhatsApp Business API
• Feature/Setting: Automate survey link sending via WhatsApp Template Messages after meal/delivery.
3.12. Slack
• Feature/Setting: Automated notification to staff channel upon survey completion via Incoming Webhooks.
3.13. Freshdesk
• Feature/Setting: Automate customer satisfaction surveys after resolving support tickets.
3.14. Zoho CRM
• Feature/Setting: Automated workflow rules to send survey links when deal/order is finished.
3.15. Microsoft Power Automate
• Feature/Setting: Automated flow from POS, sending survey form via Outlook or Teams.
3.16. Intercom
• Feature/Setting: Trigger survey in automated chat or after chat end using Intercom Messenger API.
3.17. Facebook Messenger Platform
• Feature/Setting: Automate bot to send feedback surveys post-interaction or delivery confirmation.
3.18. Shopify
• Feature/Setting: Automate post-purchase survey via Shopify Flow and custom email automation.
3.19. Airtable
• Feature/Setting: Automated survey logging and email dispatch using Airtable Automations.
3.20. Klaviyo
• Feature/Setting: Automated customer follow-up with dynamic survey based on segmentation after order marked fulfilled.
3.21. Jotform
• Feature/Setting: Automated survey embeds in emails; use API to add responses in business dashboard.
3.22. monday.com
• Feature/Setting: Trigger automated survey upon status change in project/order board.
Benefits
4.2. Increases guest satisfaction by automatedly addressing issues.
4.3. Automates customer experience improvements with actionable insights.
4.4. Reduces manual follow-up, saving time via automation.
4.5. Supports automator-enabled retention programs and loyalty campaigns through survey data integration.
4.6. Improves review ratings by automating feedback requests from satisfied guests.
4.7. Ensures compliance with automatable standards for quality control.
4.8. Drives repeat business and referrals by automated engagement post-visit or delivery.