Restaurant Loyalty and Re-Engagement Automation with HighLevel

TLDR

• Loyalty automation rewards repeat customers automatically.
• “We miss you” campaigns re-engage inactive guests.
• GoHighLevel can send birthday, anniversary, and VIP messages at scale.
• Automation reduces manual tracking and errors.
• POS integration is optional; visits or engagement tags can trigger campaigns.

HighLevel for Restaurants: CRM, Automation and Customer Retention Strategy

HighLevel helps restaurants centralize CRM, automate reservations and follow-ups, manage reviews and drive repeat visits using one system instead of scattered tools.

HighLevel Playbooks and Marketing Automation for AgenciesZoltan Juhasz

Why Loyalty Automation Matters

Restaurants that reward repeat visits retain more customers and increase lifetime value.
Manual tracking is error-prone and inconsistent.

GoHighLevel automates:

• Points or visit-based rewards
• Personalized messages
• Re-engagement campaigns for lapsed guests
• VIP recognition

This keeps customers engaged without adding staff workload.

Setting Up Loyalty Programs

GoHighLevel supports loyalty via:

• Tags (e.g., “5 visits earned reward”)
• Custom fields for points or status
• Automation triggers for milestone rewards

Example flows:

• After 5 visits → send free appetizer reward
• After 30 days inactivity → send “We miss you” offer
• Birthday or anniversary → send personalized greeting with coupon

Re-Engagement Campaigns

GoHighLevel can identify inactive guests based on:

• Last visit date
• Offer engagement
• Spending frequency

Triggers re-engagement campaigns automatically.
Examples:

• “We haven’t seen you in 60 days, here’s 10% off”
• Special menu announcement to segmented groups

Automation ensures these campaigns run consistently, improving ROI.

Personalization at Scale

Custom fields allow:

• Guest name, favorite dish, dietary preferences
• Visit history
• Loyalty status

Automation can generate messages like:
“Hi Alex, your favorite truffle risotto is back this week—enjoy 15% off your next visit.”

This personal touch strengthens repeat visits.

SMS and Email Best Practices

SMS is best for urgent or short-term offers:

• Limited-time deals
• Loyalty milestones
• VIP notifications

Email works for:

• Monthly loyalty summaries
• New menu items
• Storytelling campaigns

Segmentation ensures only relevant customers receive each message.

Integrating POS Data (Optional)

If POS integration exists via Zapier or n8n:

• Track spend-based loyalty points
• Sync guest history for automation triggers

If no POS integration:

• Visits or form submissions can drive automation

This makes GoHighLevel flexible for small or large restaurants.

Snapshots for Loyalty and Re-Engagement

Restaurant Snapshots include:

• Pre-built loyalty workflows
• Birthday and anniversary campaigns
• VIP tagging sequences

These save setup time and ensure automation best practices.

When Loyalty Automation Works Best

GoHighLevel loyalty automation is ideal for restaurants that:

• Depend on repeat business
• Have a mix of casual and high-value guests
• Want consistent re-engagement without manual effort
• Prefer automation over tracking spreadsheets

It is less relevant for purely walk-in, low-frequency operations.

FAQ

Can GoHighLevel handle loyalty without POS integration

Yes, using visit tracking, tags, or engagement triggers.

Can restaurants automate birthday messages

Yes. Custom fields trigger personalized birthday campaigns automatically.

Does GoHighLevel support VIP recognition

Yes. Guests can be tagged and automated messages customized by VIP status.

Can re-engagement campaigns recover lost customers

Yes, automated campaigns targeting inactive guests increase repeat visits.

Is SMS or email better for loyalty

SMS is better for immediate, time-sensitive offers; email works for updates and storytelling.