Custom POS & ERP Integration for Review Requests
Connect sales, payments, or orders to a Cacao survey invitation through an integration built for your operation.
Define the event, send timing, message, and channel in a custom POS/ERP integration. Customers open the survey, share their location, and choose a nearby branch.
Automated Post-Purchase Review Requests
A sale, payment, or order can be the starting point for a survey invitation, depending on the integration. Cacao develops the connection to fit your POS or ERP and the event your operation uses.
Define when the invitation is sent, the message it contains, and its delivery channel as part of the integration. WhatsApp, SMS, email, or another channel can be used according to that implementation. The customer receives a link to a Cacao survey.
From a sale, payment, or order to the customer survey
1. Define the trigger
Agree which sale, payment, or order event starts the request flow. The available event depends on the custom integration.
2. Send the survey link
The agreed integration sends the configured message at the defined time, through its chosen channel. The link opens the Cacao survey.
3. Request location permission
On entry to the survey, Cacao asks the customer for permission to access their location.
4. Let the customer choose the branch
Using the shared location, Cacao suggests the three closest branches. The customer chooses the one they visited; the POS invitation does not skip this selection.
5. Collect feedback and invite a Google review
The customer completes the survey and receives the Google review invitation regardless of the internal rating. Internal feedback and a public Google review remain separate contributions.
What is defined in the custom integration?
Every POS/ERP integration is custom-built. Agree the event, timing, message, and channel requirements with the Cacao team as part of the implementation.
| Decision | What to define |
|---|---|
| Trigger | The sale, payment, or order event that starts the invitation. |
| Timing | When the invitation is sent after the agreed event. |
| Message | The invitation text containing the Cacao survey link. |
| Channel | WhatsApp, SMS, email, or another channel supported by that implementation. |
| Location journey | Location permission and selection of one of the three suggested branches remain part of the survey. |
Review Collection Across 800 Locations
Imagine a fictional restaurant chain with 800 branches. Corporate agrees on the event, invitation timing, message, and channel for its custom integration. Each invitation leads to the shared Cacao survey journey.
A guest opens the link, permits location access, and chooses from the three nearby restaurants suggested by Cacao. Corporate oversees activity across connected profiles while regional managers and franchisees work with their assigned restaurants. This is an illustrative workflow, not a customer result.
POS-triggered invitations and on-site QR requests
A custom POS/ERP integration automates the invitation after the agreed event. QR codes and shared links let customers enter the survey from a table, counter, receipt, or other touchpoint without that integration. Both entry points lead to the customer location selection.
Connect requests with responses and location-level reporting
After collection, teams can manage public Google reviews and responses, investigate recurring feedback, and compare connected locations. Operational action beyond the review follows the process defined by each client.
Discuss your POS/ERP review request workflow
Bring the event you want to use and your requirements for invitation timing, message, and channel. The team can assess a custom integration for your locations.
Discuss a custom integrationFrequently asked questions
Can review requests be triggered after a purchase?
Yes. Depending on the custom integration, a sale, payment, or order can trigger a message containing a link to the Cacao survey. The event and timing are defined during implementation.
Does Cacao integrate with our POS or ERP?
Cacao develops POS/ERP integrations to fit each client. The team evaluates the event, timing, message, and delivery channel required for your implementation.
Which channel sends the survey invitation?
The channel depends on the custom integration. It can be WhatsApp, SMS, email, or another channel. The message contains a link to the Cacao survey.
How does the customer select the correct location?
When the customer enters the survey, Cacao requests permission to access their location. Using the shared location, it suggests the three closest branches and the customer chooses the one they visited. An invitation triggered by a POS or ERP does not replace this step.
Can corporate configure the timing and message in the dashboard?
For this flow, the event, send timing, message, and channel are defined in the custom integration. Agree those requirements during implementation rather than assuming they are dashboard controls.
Can a restaurant chain use this workflow across hundreds of locations?
The integration is designed around the chain operation and connected locations. Corporate can oversee activity across the network while regional and local users work with their assigned branches. Customers still select the branch they visited in the survey.