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VIP or frequent customer recognition automation

**1. Purpose**

1. Automate VIP or frequent customer recognition for Romanian restaurants, enabling real-time automated identification, personalized customer engagement, loyalty reward activation, and seamless transfer of VIP data to teams and systems.

2. Automates customer categorization, enriches guest profiles, automates automated loyalty triggers, and automator workflow, enhancing automated reservation and customer management for improved retention, upselling, and guest satisfaction.


**2. Trigger Conditions**

1. Automated new reservation by matching registered customer details.

2. Automated incoming call or message from known VIP phone or email.

3. Automated scan of loyalty card or mobile app check-in.

4. Customer exceeds visit threshold or spend amount defined in CRM.

5. Review of recent transaction history reaching automatable event triggers.


**3. Platform Variants**

**3.1. Twilio**
  • Feature/Setting: Configure Twilio Messaging API for automated SMS or WhatsApp triggered on VIP recognition.
Example: Set webhook to automate message on status change.

**3.2. SendGrid**
  • Feature/Setting: Automated transactional email via Dynamic Templates API; automates VIP welcome emails.
Example: Trigger template send for matched customers.

**3.3. Salesforce CRM**
  • Feature/Setting: Automate Workflow Rules to flag and tag VIP contacts; Service Cloud API to sync in real-time.

**3.4. HubSpot**
  • Feature/Setting: Automated list segmentation and automated workflow for frequent diners; use Contact Property “VIP Status”.

**3.5. Zapier**
  • Feature/Setting: Automated multi-app Zaps for transferring VIP data between apps; automate booking systems+marketing tools.

**3.6. Stripe**
  • Feature/Setting: Utilize automated Payment Intent API to track frequent spenders and trigger loyalty flows.

**3.7. Mailchimp**
  • Feature/Setting: Audience segmentation automation; create automatable tags for “frequent customer”.

**3.8. Aircall**
  • Feature/Setting: Configure automated call tagging for VIPs; automates routing to senior staff.

**3.9. Google Sheets**
  • Feature/Setting: Automated triggers using Apps Script for real-time updates on VIP customer list.

**3.10. Intercom**
  • Feature/Setting: Customer Event API for automated VIP identification and targeted messaging automation.

**3.11. Slack**
  • Feature/Setting: Automated channels/alerts using Incoming Webhooks on VIP booking automator.

**3.12. Google Calendar**
  • Feature/Setting: Automated event creation for management on VIP reservations using API insert endpoint.

**3.13. Pipedrive**
  • Feature/Setting: Automated deal and contact labeling with automatable workflow integration.

**3.14. Microsoft Teams**
  • Feature/Setting: Automated notifications via connector API for VIP reservation events.

**3.15. Monday.com**
  • Feature/Setting: Automated board automation with custom triggers for VIP status changes.

**3.16. Toast POS**
  • Feature/Setting: Customer group logic; integrate POS API triggers for spend recognition.

**3.17. Typeform**
  • Feature/Setting: Automates data capture and detection of recurring guests with webhook automation.

**3.18. Square**
  • Feature/Setting: Loyalty program triggers via automated Customer API; automate perks flow.

**3.19. Notion**
  • Feature/Setting: Automated databases with filter and rollup logic for real-time VIP identification.

**3.20. ActiveCampaign**
  • Feature/Setting: Automate segmented list automator and email marketing campaigns for VIPs.

**3.21. Klaviyo**
  • Feature/Setting: Automated target flows using event-based triggers upon VIP recognition.

**3.22. Freshdesk**
  • Feature/Setting: Automated ticket priority routing for VIP support requests using rules automation.

**4. Benefits**

1. Automates the recognition of VIP customers and automates loyalty workflow deployment.

2. Reduces manual search time through automated, accurate reservation enrichment.

3. Promotes automatable customer service improvements and automates higher retention.

4. Enables automated cross-platform engagement and automator marketing personalization.

5. Increases operational speed, revenue, and team focus by automating VIP targeting.

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