HomeAutomated review request and follow-upCustomer Communication & MarketingAutomated review request and follow-up

Automated review request and follow-up

Purpose

1.1. Automate the process of gathering customer feedback by sending an automated review request to diners after their raclette restaurant visit, followed by automated reminders if no response is received.
1.2. Automates enhanced customer engagement, builds online reputation, and improves service quality by automatedly collecting and analyzing reviews across platforms.
1.3. Streamlines repetitive follow-ups, saving staff time through business process automation for both first-touch and repeated sender flows.

Trigger Conditions

2.1. Automate after payment is processed in the POS or reservation system.
2.2. Automatedly trigger after online reservation is marked as “completed.”
2.3. Automates after customer leaves geo-fenced restaurant area using WiFi or beacon.
2.4. Trigger can be automated by elapsed time since visit (e.g., 2 hours post-bill) or at end-of-day batch.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Set up Twilio Messaging API with event-based SMS automation flow; e.g., send SMS with review link automatedly on completed order.
3.2. SendGrid
• Feature/Setting: Automate transactional email workflows in SendGrid by configuring “Single Send” automation with trigger from reservation database.
3.3. Mailchimp
• Feature/Setting: Create automated “Customer Journey” sending review requests after a contact is added via API from POS system.
3.4. Slack
• Feature/Setting: Use Slack Incoming Webhooks API to automate staff alerts for negative reviews needing fast follow-up.
3.5. HubSpot
• Feature/Setting: Build automated marketing workflows with “Review Request” email triggered by deal stage or contact property change.
3.6. Facebook Messenger
• Feature/Setting: Automatedly use Facebook Messenger Platform APIs to send post-visit review requests via chat dialog.
3.7. Google My Business API
• Feature/Setting: Automate pulling review stats and prompt customers to leave Google reviews with direct links.
3.8. WhatsApp Business
• Feature/Setting: Set up automated WhatsApp templates and trigger with customer event through WhatsApp Business API.
3.9. Zoho CRM
• Feature/Setting: Configure automated workflow rules to email or SMS review request after closure of opportunity or event in CRM.
3.10. Salesforce
• Feature/Setting: Automate review request communications based on completed service task in automated process builder.
3.11. Intercom
• Feature/Setting: Setup automated message campaign to target leads marked as “Visited” for review collection.
3.12. Aircall
• Feature/Setting: Automate post-call review SMS or email by integrating Aircall event hooks with messaging platform.
3.13. Zendesk
• Feature/Setting: Use Zendesk Triggers to automate feedback ticket creation and push reminders to customer emails.
3.14. Shopify POS
• Feature/Setting: Automate review request email or SMS upon “order fulfilled” webhook event for dine-in service purchases.
3.15. ActiveCampaign
• Feature/Setting: Create automating workflows that trigger “Review Request” email upon tag or status assignment.
3.16. Yelp Fusion API
• Feature/Setting: Automate sending restaurant-specific review links and gathering new reviews using review submission prompts.
3.17. Keap (Infusionsoft)
• Feature/Setting: Automate post-purchase follow-up via “Campaign Builder” with review request email triggered by order status.
3.18. Pipedrive
• Feature/Setting: Automate personalized email with review links using workflow automation on deal stage “Visit Completed.”
3.19. SMSGlobal
• Feature/Setting: Automate SMS review request delivery powered by SMSGlobal API for international or multi-location chains.
3.20. Microsoft Power Automate
• Feature/Setting: Orchestrate multi-system automations that automate data flow between reservation software and email/SMS channels for review requests.
3.21. Typeform
• Feature/Setting: Automatedly email unique Typeform feedback surveys post-visit by integrating with webhooks or email provider.
3.22. SurveyMonkey
• Feature/Setting: Automate sending survey invitations linked to visit records with automated reminder sequences.

Benefits

4.1. Automates repetitive communication and follow-up cycles for consistent customer engagement.
4.2. Increases review volume through seamless, timed automatable outreach without manual effort.
4.3. Automator ensures no customer is missed, maintaining high feedback rates.
4.4. Accelerates reputation growth, aids SEO, and enables automated analysis for rapid process improvement.
4.5. Reduces workload, enhances professionalism, and automates measurable impact tracking.

Leave a Reply

Your email address will not be published. Required fields are marked *