Fragmented data from your POS, kiosks, online orders, and loyalty tools can lead to ineffective marketing. An integrated data flow to your CRM creates real-time, 360-degree customer profiles, allowing you to automate personalised and meaningful interactions that drive repeat visits, higher spend, and stronger retention.

Unfortunately the majority of POS, loyalty and ordering providers are unable to achieve this. With no universal way to recognise a customer, data is left isolated in silos, meaning operators have to spend valuable time pulling it together and putting it to work.

Liven has made this simple and easy, integrating all data flows and feeding Liven Engage with customer profiles that are enriched with over 30 different data points. This leads to nearly endless combinations of data that can be used to create automations. 

Why an integrated CRM makes your restaurant automations more impactful

A connected CRM like Liven Engage brings together customer touchpoints across dine-in, online, kiosk, and delivery into one unified profile. The key benefits of this are:

• Spend more time with customers, less time on marketing and data trafficking - we make it simple and easy to produce campaigns, leave them on autopilot and target customers.

• Real-time personalization triggered by customer behaviour: Tailor rewards and communications based on actual customer behavior across all ordering channels

• Enhanced effectiveness of automations: Smart segmentation and targeting that trigger actions based on customer behavior in real-time, improving conversion and retention rates

• Automated re-engagement to reduced churn: Proactively identify and re-engage at-risk customers before they churn

• Greater customer loyalty: Consistent, frictionless experiences encourage repeat visits and higher customer lifetime value

What does this look like in action? Let’s look at an example of how an experience would look for a customer named Emma who just recently started ordering online from you.

5 highly effective CRM Automations for Hospitality with Liven Engage

1. Instant Rewards with Brandollar Connect

• What is it? Automated, real-time rewards across POS, kiosk, and online ordering.

• Trigger: Transaction completed at POS, kiosk, or online.

• Automation: Customers see rewards displayed via QR on receipts, CFDs, and can easily join your loyalty program to collect these rewards with a scan or click. No app downloads needed.

• Why it Works Better Together: Because your POS, kiosks, and online channels are fully integrated, rewards can be issued and claimed instantly at any touchpoint - without extra work from staff. This real-time loop between transaction and reward drives higher engagement and faster repeat visits.

💡Did you know? 22% of non-members who earned a reward via Brandollar Connect joined the loyalty program

👉 Learn more about Brandollar Connect

2. Welcome Flow for New Members

• What is it? Immediate, personalized onboarding triggered by integrated customer sign-ups.

• Trigger: Customer signs up for your loyalty program at checkout, kiosk, or online order.

• Automation: Immediate onboarding message and incentive via Liven Engage.

• Why it Works Better Together: Unified sign-ups across all channels (POS, kiosk, online) mean no new member slips through the cracks. Every new customer gets an immediate welcome, forging relationships from the first visit.

👉 Set up welcome automation

3. Post-claim dormancy reminders

• What is it? Timely reminders when customers have purchased or claimed Brandollars, but haven’t visited 

• Trigger: Last sale activity between specific date range and last Brandollar purchased or claimed between specific date range.

• Automation: Scheduled reminders via Liven Engage.

• Why it Works Better Together:  Because this ensures timely, automated* nudges that are triggered by real customer behavior, not guesswork leading to increased return rates.

*Note: Subject to API sync. Historical data may not be automatically updated.

👉 Reignite interest with reminders

4. Lapsed Customer Win-Back Campaign

• What is it? Automatically identify inactivity and send timely, targeted incentives.

• Trigger: Last visit was over X days ago.

• Automation: Offers via Liven Engage redeemable while ordering.

• Why it Works Better Together: A connected CRM has all customer activity across channels flowing in. That means you can identify true inactivity across the board, not just in one channel, and incentivise the customer with a reward before they’re lost for good.

👉 Build a win-back campaign

5. VIP Recognition for High-Value Customers

• What is it? Accurately recognize and reward high-value customers based on aggregated spend and frequency data.

• Trigger: Defined spend thresholds for specific time durations.

• Automation: Automated tagging and rewards via Liven Engage.

• Why it Works Better Together: Integrated data from every order source lets your CRM accurately track total spend and visits across venues. This means you can automatically recognize top-tier guests and reward them, without needing to manually sort through fragmented data.

Pro Tips for optimising your restaurant’s CRM automation:

• Connect all your customer touchpoints. The more complete the data, the smarter your automations. Ensure your POS, Kiosks and online systems feed into the CRM

• Automate with relevance. Use variables like name, location, recent order to keep comms personal and timely. Automate based on real activity, not guesswork.

• Don’t spam. Send fewer, more relevant messages to increase ROI. Two meaningful messages per week beats five generic ones. 

💡 Choose a CRM that is purpose-built for hospitality, like Liven Engage, to access pre-built templates, workflows and campaigns that you can plug-and-play.

Ready to Turn Customer Data into Loyalty Growth?

With Liven, you can unlock the full power of your POS, kiosk, online ordering, and loyalty data in one unified CRM. Let us show you how to create smarter automations that drive results without the tech headaches.

Talk to us about setting up data-driven CRM automations using connected customer data to drive up revenue and repeat visits.