Hi everyone,

We're excited to share one of our favorite strategies inside Loyalist: Pre-Visit Questionnaires. This feature allows you to collect important guest information before they arrive, so your team can deliver a more personalized and seamless dining experience.

What are Pre-Visit Questionnaires?

Pre-visit questionnaires are customized forms sent to guests ahead of their reservation so you can gather important details.

There are two options:

• A custom form that sync in the reservation visit notes (available as an add-on): Guests receive a secure, personalized link to complete the form at their convenience, and their responses flow directly into Loyalist and into each guests visit not for your team to review.

• A plain text email built in Journeys that guests reply to directly (available on all accounts): Guests receive an pre-visit email asking for specific information that can be added into the reservation by a member of your team.

Both options allow you to be proactive with service and eliminate the complications that come with manual outreach, so you can ensure your team has the guest information they need before service begins rather than in the moment. If for some reason the guest does not fill out the questionnaire when they first receive it, Loyalist can automate a follow-up email in a second attempt to capture the information.

If you want to implement the first option, let your account manager know and they will add the feature to your plan and help you get it built out.

If you prefer the second option and you're comfortable building Journeys, you can select the "visit approaching" trigger to get started.

For assistance either way, please reply here and we will assist! We're here to help you make every visit exceptional.

Warm regards,

The Loyalist TeamWeekly Product Updates Archive