For hotels, restaurants, and venues, this workflow sends a short feedback request shortly after a stay or visit, invites happy guests to leave a public review, and quietly routes unhappy guests into recovery before a poor experience becomes a public rating.
At a glance
| |
|---|
| Trigger | Visit or stay completed |
| Channels | WhatsApp |
| Templates | Feedback Flow plus detractor follow-up |
| Platforms | HubSpot |
What this workflow does
A couple of hours after a visit (or the morning after checkout for hotels), the guest receives a one or two field rating form. Promoters are thanked and sent a review link while the experience is fresh. Passives are thanked and their feedback logged. Detractors get an apology, a follow-up form to capture what went wrong, and a service recovery action. Cohort tags let you spot patterns by venue, shift, or season.
What you will need
- A WhatsApp Flow template for the feedback form (rating 0 to 10, optional comment)
- A second Flow template for detractor follow-up
- A visit or checkout property, and your public review page URL
- A feedback segment property and cohort tags
Workflow steps
- Trigger deal stage Completed or Visited, a date property after the visit, or enrolment from a booking confirmation workflow.
- Timing delay 2 hours after a restaurant booking, or the morning after a hotel checkout.
- Send feedback form personalised with first name and venue or visit date.
- Wait for completion delay until Form Completed, up to 48 hours.
- Branch on score:
- Promoters (9 to 10) thank and send the review link, set segment to Promoter, optionally enrol in loyalty.
- Passives (6 to 8) thank, set segment to Passive, create an internal task if specific feedback was left.
- Detractors (0 to 5) apologise, send the detractor Flow, branch on the chosen recovery (discount, manager callback, or nothing needed), set segment to Detractor, and open a service ticket.
- Branch, not completed one gentle nudge after 48 hours, then end.
Tips and gotchas
Keep the first form to one or two fields and send the review link immediately after a high score. Cohort tags by shift or venue turn individual feedback into operational insight.