Off-Menu Blog

Off-Menu is where we share ideas, comments, stories, advice, guides, and tools to help owners revolutionize their restaurants.

Have you ever received an offer from your favorite restaurant that on its face seemed generous, but really didn't draw your attention enough for you to make a visit to the restaurant or initiate an online order? Perhaps the offer was for a free menu item that you would never purchase, or maybe your personal choices simply precluded you from breaking diet or resolution by purchasing the item.

Restaurant marketing campaign goals ultimately come down to a single benchmark: how many guest orders were a direct result of the campaign? Did the campaign increase the engagement count (more butts in seats)? Simply "rewarding" the guest with a generic offer may cause the campaign to underperform simply due to lack of relevancy, leading to minimal engagement.

Why do generic offers fail?

It's difficult to pinpoint why a specific offer campaign may underperform, but assumptions can be made based on a basic understanding of human nature (supported by real-world offer campaign metrics) as illustrated by the following:

  • The campaign may target discounts that do not fulfill the guest's needs. As mentioned above, perhaps the guest received a discount for a free item that would never be included in the guest's personal purchasing choices.
  • The offer is irrelevant. Again, it does not contain enough personal relevance to prompt the guest to create an order or visit the restaurant.
  • The guest feels unengaged by the offer. In summary, the guest does not feel fulfilled or does not experience enough relevance to personal choices or preferences to feel personally engaged by the offer campaign. Thereby, a restaurant visit or an online order may hold less precedence to the guest.

Increase engagement through personalized offer campaigns

Personalized offer campaigns leverage customer data to create tailored experiences, boosting engagement and conversions by making marketing efforts more relevant and personal. Members can be targeted based on purchase preferences and history, creating campaigns with promotions that offer relevant menu items.

Summary of Benefits of Personalized Engagement:

  • Increased Engagement: Personalized experiences lead to higher engagement rates.
  • Improved Conversion Rates: Tailored offers and messages increase the likelihood of conversions.
  • Enhanced Customer Loyalty: Personalization fosters a sense of connection and builds customer loyalty.
  • Stronger Customer Relationships: Personalized interactions strengthen customer relationships and build trust.
  • Increased Sales: Personalized marketing efforts can lead to higher sales and revenue.

How to develop personalized offer campaigns

To develop personalized offer campaigns, it's essential to start with thorough data collection. Gather comprehensive information about your customers, such as their demographics, purchase history, and engagement patterns, to better understand their needs and preferences.

Once the data is collected, segment your audience based on these insights, allowing you to create targeted groups for different offers and messages. Finally, craft item-specific offers by tailoring exclusive promotions to individual preferences or customer segments based on their past purchases, ensuring that the offers are relevant and appealing to each group.

Personalize Campaign Offers:

  • Collect customer data like demographics, purchase history, and engagement.  
  • Segment audiences for targeted offers and messages.  
  • Create tailored promotions based on past purchases.

Fishbowl tools at your marketing finger tips

Fishbowl offers two key products designed to enhance customer data management and marketing efforts. The Fishbowl GRM enables businesses to collect, manage, and analyze customer data through its GRM connections, allowing for more effective personalization. It allows users to create segments from member data collections, targeting members based on highly specific criteria. Additionally, Fishbowl Offers provides a unique solution for promotion management within the restaurant sector. It addresses challenges such as minimizing fraud, tracking campaign effectiveness, and gathering valuable insights about guests. Unlike traditional Point-of-Sale software, which often provides limited or no fraud prevention for coupons and discounts, Fishbowl Offers validates promotions in real-time and monitors guest engagement with specific coupons or campaigns, ensuring a more secure and effective marketing approach.

The Offers platform, in particular provides for item based offer types such as Free Item, Fixed Price, Price Modifier, Percentage off Item, and BOGO. Each of these offer types allow for selection of items directly from the client's menu.

Therefore, GRM campaigns that target specific member purchasing preferences can include item based offers directly mirroring those preferences.

Fishbowl Offer Benefits:

Focus on real-time promotion validation, tracking marketing ROI, preventing coupon fraud, and providing detailed transactional reporting with our advanced promotions manager.

  • Real-time redemption validation.
  • Marketing ROI tracking for sales, discounts, rejections, campaign performance, and guest behavior.
  • Mitigates coupon fraud by limiting the number of times a promotion can be used and validating the check details within the defined promotion restrictions.
  • Real-time transactional reporting that allows users to drill down to the check detail level.

Enhancing guest marketing through personalized campaigns and offers is the right strategy to increase engagement counts. Fishbowl GRM  and Offers are the right tools to move away from generic offers to meaningful, relevant guest experiences.

Want to make sure your offers reach the right guests? Let’s talk. Visit us here.

Mar 28, 2025
Read Time: 5 Min

Why Generic Offers Fail and How Personalized Engagement Works

Improve offers engagement through personalization. Boost customer engagement, increase conversions and tailor offers using customer data with Fishbowl's GRM.

Restaurant Marketing

Why Cleaning Your List Improves Results

A common question from restaurant marketers: If sending emails costs nothing, what’s the harm in keeping non-responders on the list? After all, there’s always a chance they will open an email someday, right?

Not exactly. Keeping disengaged recipients on your list does more harm than good. Unopened emails signal to providers like Gmail and Outlook that your messages are not welcome, increasing the risk they will be filtered as spam. When that happens, your emails do not just get ignored. They may never reach any inbox at all, even for engaged customers who expect to hear from you.

Regularly purging non-responders keeps your email marketing effective and ensures your messages reach the right audience. Here is why it matters:

Three Benefits of Cleaning Up Your Email List

Better Deliverability: A regularly maintained email list reduces bounce rates and keeps your messages in inboxes instead of spam folders. According to Kickbox, email list cleaning improves deliverability by reducing the chances of messages being marked as spam.

Higher Engagement: By focusing on active recipients, you will see stronger open rates, click-throughs, and overall campaign performance. Campaign Monitor notes that low open rates signal to ISPs that your content may not be relevant, which can harm your sender reputation.

Smarter Spending: Even if email is low-cost, resources like design, content and automation can still add up. Keeping a lean, engaged list maximizes the return on every campaign. According to Mailchimp, high engagement boosts deliverability and ensures email clients recognize you as a trusted sender.

How to Clean Your List (Without Losing Potential Guests)

Rather than removing contacts outright, take a strategic approach to re-engage before purging:

  1. Identify Non-Responders – Segment your list to find recipients who have not opened or clicked an email within a specific timeframe. That timeframe is dependent on your email frequency and audience engagement patterns. 

Some general guidelines:

  • 30 Days: Best for high-frequency senders (daily or multiple times within a week). If subscribers haven’t engaged in a month, they’re likely disinterested.
  • 60 Days: A good middle ground for brands that send weekly emails. Two months may capture seasonal fluctuations while filtering out disengaged recipients.
  • 90 Days: Recommended for restaurants that email less frequently (monthly or bi-weekly). If someone hasn’t opened an email offer in three or more months, they are out of the engagement cycle.
  1. Run a Re-Engagement Campaign – Before you remove non-responders from your lists entirely, you might want to try once more to get them back on board with a Re-Engagement Campaign. Send targeted emails encouraging them to confirm interest, update preferences, or take action. ZeroBounce highlights that a clean email list provides more reliable data on engagement metrics, helping to refine future campaigns.

    Some ideas to inspire re-engagement:
    • Verify Your Credentials or Login Reminder: If your restaurant group has an online ordering platform or loyalty program, send a message reminding inactive users to log in and check their rewards balance.
      • “You haven’t logged in for a while…don’t miss out on your rewards/exclusive offers waiting for you!”
    • Preference Update/Personalization Check-In: Give your subscribers a chance to tailor their experience rather than opt-out entirely. Ask them to update their preferences. This makes the recipient feel in control, and reduces lost subscribers due to irrelevant messaging.
      • “Still interested? Let’s make sure you’re getting the offers you actually want.”
      • Offer frequency options to receive emails less often (e.g. – weekly, monthly, only for special offers)
      • Let them choose specific content (like deals, events or loyalty perks)
    • Showcase What’s New: Highlight recent updates like seasonal menu additions or upcoming events. If your restaurant group has multiple locations, shine a spotlight on what’s happening across the brand.
      • “Here’s what you’ve been missing…check out the latest from [Restaurant Name]”

  • The ‘Hail Mary’: If none of the above is working, you’re nearly ready to say goodbye, with one last exception: a last-chance incentive to re-engage the guest. We should note that this quality of guest may not be worth saving, but if you want to be absolutely sure you’ve done everything to keep this audience, try this:
    • “We haven’t heard from you! Get [exclusive offer] before we remove you from our list.”
    • The incentive you offer should be weighed against the value of the guest: don’t lose money trying to attract a guest that hasn’t engaged in a while, but reward someone who responds.
    • Make it clear that the recipient will be removed if they fail to respond.
  1. Remove Unengaged Contacts – If they remain inactive, it is time to let them go.

How Fishbowl GRM Helps You Stay Focused on the Right Audience

Managing this process manually is time-consuming, but Fishbowl's GRM makes it easy. With on-demand segmentation and campaign tools, you can clean your list in minutes, improving engagement without extra hassle.


BTW...wondering why we link to competitor email solutions in this article? Because Fishbowl was built for restaurants before other email platforms were even on the map. We've been serving this industry since day one, crafting the most comprehensive, restaurant-first email solution, now a core part of our GRM, the modern marketing engine that connects guest data to real engagement and long-term loyalty.

Want to make sure your emails reach the right guests? Let’s talk. Visit us here.

Feb 4, 2025
Read Time: 5 Min

Want Better Email Engagement? Stop Sending to Non-Responders

Improve email engagement by cleaning your list. Removing non-responders boosts deliverability, engagement & ROI. Learn how to re-engage & optimize your list.

Restaurant Marketing

Fishbowl hosted our Data-Driven Loyalty Webinar, a dynamic three-way discussion featuring industry experts Chris Munz and Brandon Flude of Fishbowl, and Olga Berkovich Lopategui of Restaurant Loyalty Specialists. During the session, the panel explored the future of restaurant loyalty programs and discussed how leveraging data is essential to maintaining a robust, automated approach to loyalty and marketing as a whole. Brandon demonstrated how Fishbowl Loyalty works in action, and Olga’s scenario-driven questions sparked conversations on real-world loyalty challenges. Watch the full post-event video to learn how data-driven loyalty strategies are transforming restaurant engagement.

Link: Fishbowl GRM


Presenters:
Brandon Flude, VP Engineering & Product
Olga Berkovich Lopategui, Restaurant Loyalty Specialists
Chris Munz, VP Enterprise Partnerships

Feb 4, 2025
Read Time: 5 Min

Data-Driven Loyalty Webinar: Olga Lopategui Previews the Fishbowl GRM

Watch the post-event video of Fishbowl's Data-Driven Loyalty Webinar with experts Chris Munz, Olga Berkovich Lopategui, and Brandon Flude as they discuss how data-driven insights transform restaurant loyalty programs.

Restaurant Marketing

Marketing technology migrations can make or break a restaurant group's guest engagement strategy. While the promise of improved capabilities drives many organizations to consider platform changes, the reality is that 67% of martech migrations fail to meet expectations – not due to technology limitations, but because of inadequate planning and execution.

For multi-location restaurant organizations, where guest relationships directly impact revenue, the stakes are particularly high. A successful migration requires more than just moving data – it demands a systematic approach that preserves guest relationships while enabling teams to leverage new capabilities effectively.

The Foundation: Building Your Migration Strategy

Before touching any systems, successful restaurant groups invest time in developing a comprehensive migration framework that addresses three critical areas:

Current State Assessment

Start by documenting your existing marketing technology ecosystem in detail:

  • Complete inventory of current data sources and structures
  • Mapping of existing automated campaigns and triggers
  • Documentation of custom segments and scoring models
  • Audit of integration points with other systems
  • Analysis of current reporting and analytics processes

The goal isn't just to catalog what exists, but to understand why each element was implemented and how it supports your business objectives. This understanding helps prevent critical functionality from being overlooked during migration planning.

Ready to upgrade your restaurant marketing platform? Learn how the Fishbowl Guest Relationship Management platform helps multi-location restaurants centralize guest data and improve marketing effectiveness. 

Risk Mitigation: Protecting Your Guest Relationships

The most successful migrations prioritize maintaining guest engagement throughout the transition. Our analysis shows that restaurant groups that implement proper risk mitigation strategies maintain 95% of their marketing program effectiveness during migration, while those that don't see engagement drops of up to 40%.

Critical Risk Areas

Focus protection measures on these key aspects:

  • Guest Communication Continuity
    • Automated campaign sequences
    • Triggered messages and alerts
    • Loyalty program communications
    • Location-specific messaging
    • Promotional calendars
  • Data Integrity
    • Guest profile information
    • Historical interaction data
    • Preference and consent records
    • Segment definitions
    • Custom fields and attributes
  • Revenue Impact
    • Promotional tracking
    • Loyalty program benefits
    • Offer redemption processes
    • Revenue attribution
    • Cross-location reporting

Discover how Fishbowl's Connections Marketplace seamlessly integrates with your existing restaurant systems to create a unified guest data platform. See our integration capabilities →

Building Your Migration Team

The complexity of marketing technology migrations demands a dedicated team with clearly defined roles and responsibilities. High-performing restaurant groups typically establish these core team functions:

Executive Sponsor

  • Provides strategic direction and vision
  • Ensures resource availability
  • Removes organizational roadblocks
  • Maintains stakeholder alignment
  • Signs off on critical decisions

Technical Lead

  • Oversees data migration strategy
  • Manages system integration planning
  • Validates technical requirements
  • Coordinates with IT resources
  • Ensures data security compliance

Marketing Operations Lead

  • Defines process requirements
  • Manages campaign transition planning
  • Coordinates team training
  • Oversees testing and validation
  • Maintains operational continuity

Location Representative

  • Provides field-level insights
  • Validates location-specific requirements
  • Coordinates local team training
  • Tests location-specific functions
  • Manages local implementation

Creating Your Migration Project Plan

Successful marketing technology migrations require meticulous planning that accounts for both technical and operational considerations. Organizations that invest in detailed project planning are 3x more likely to complete migrations on schedule while maintaining operational effectiveness.

The complexity of restaurant marketing technology – from guest data management to multi-location campaign execution – demands a structured approach that goes beyond simple data transfer. Each phase must be carefully orchestrated to maintain operational continuity while enabling teams to leverage new capabilities effectively.

Timeline Development

Most restaurant group migrations follow this proven framework, with each phase building upon the previous one to ensure comprehensive coverage of all critical elements:

Pre-Migration Phase (4-6 weeks) 

This foundational phase is crucial for setting your migration up for success. Begin by assembling your core team, ensuring representation from marketing, IT, and operations. During our work with multi-location restaurants, we've found that organizations that invest adequate time in current state documentation reduce their migration timeline by an average of 40%. Focus particular attention on documenting your existing marketing automation rules and triggers – these often contain complex logic built up over years of optimization that can be easily overlooked in standard documentation processes.

Data Preparation Phase (6-8 weeks) 

The quality of your migration largely depends on the preparation done during this phase. One multi-location restaurant group we worked with discovered that 30% of their guest profiles contained duplicate or outdated information. A thorough data audit revealed opportunities to consolidate guest records and improve data quality before migration. Schema mapping deserves particular attention during this phase. Modern marketing platforms often offer more sophisticated data structures than legacy systems. Take time to design your new data architecture to take advantage of these capabilities rather than simply replicating your old structure.

Implementation Phase (8-12 weeks) 

This is where the technical work of migration happens, but success depends on more than just moving data. Leading restaurant groups use this phase to optimize their marketing operations, not just replicate them. For example, one organization used their migration as an opportunity to redesign their automated campaign workflows, resulting in a 45% improvement in guest engagement post-migration. The key is maintaining parallel operations during this phase. Your existing marketing programs must continue running while you build and test new capabilities. This requires careful coordination and clear communication protocols between teams.

Validation Phase (4-6 weeks) 

Perhaps the most critical phase, validation ensures that your new platform is performing as expected across all locations and use cases. We recommend a systematic testing approach that covers both technical functionality and business outcomes. One restaurant group developed a comprehensive validation scorecard that measured everything from data accuracy to campaign performance, ensuring no detail was overlooked.

Let Fishbowl's implementation experts help you develop a customized migration plan that ensures success while minimizing operational disruption.

Technical Implementation Strategy

The technical execution of your migration requires careful orchestration to maintain data integrity while ensuring all critical marketing functions continue without interruption. This is particularly crucial for restaurant groups, where marketing technology directly impacts daily guest interactions across multiple locations.

Data Migration Approach

Successful organizations typically implement a phased data migration strategy that prioritizes current operational needs while systematically transitioning historical data. This approach has proven to reduce risk while maintaining marketing effectiveness throughout the migration.

Historical Data Transfer 

Start with your most valuable asset – guest data. One restaurant group we worked with prioritized their transfer based on guest value, migrating their top-tier loyalty members first to ensure uninterrupted service for their most valuable customers. This approach allowed them to focus quality control efforts on their most critical data segments. Consider implementing a "freeze period" for certain types of data updates during the final transfer to ensure consistency. However, be strategic about timing – one organization successfully executed their final data transfer over a traditionally slower period, minimizing impact on operations.

Active Campaign Migration

Moving from historical data to active marketing programs requires careful orchestration. Restaurant groups that excel at this phase typically achieve a 90% reduction in campaign disruption during migration. The key is maintaining parallel operations while systematically transitioning each campaign type:

  • Start with your most stable, evergreen campaigns like birthday rewards and welcome sequences. These provide a manageable testing ground before tackling more complex programs.
  • Document performance metrics pre-migration to establish clear benchmarks for success validation.
  • Implement a rigorous QA process for each migrated campaign before retiring legacy versions.

Integration Updates

Your marketing technology doesn't operate in isolation. Multi-location restaurant groups typically maintain connections with 5-7 critical operational systems. Each integration requires careful handling during migration:

Most successful migrations follow a systematic approach to integration updates, prioritizing customer-facing systems first. One restaurant group we worked with maintained dual integrations during their transition period, ensuring no guest transactions were missed while validating new connection points.

Building Operational Resilience

The technical aspects of migration are only half the equation. Leading restaurant groups recognize that operational readiness determines long-term success. Organizations that implement comprehensive operational transition plans see 60% faster time-to-value with their new platforms.

Team Enablement Framework

Successful enablement goes beyond basic platform training. Restaurant groups need a structured approach that builds confidence and capability across all user groups:

  • Marketing Team Preparationsome text
    • Start with fundamentals training 8-10 weeks before go-live
    • Focus on new capabilities that weren't available in legacy systems
    • Create role-specific playbooks for common tasks
    • Implement a certification program for key platform functions
  • Location Team Supportsome text
    • Develop quick-reference guides for location-specific tasks
    • Create troubleshooting flowcharts for common issues
    • Establish clear escalation paths for technical problems
    • Build a knowledge base of location-specific use cases
See how Fishbowl's intuitive platform helps restaurant marketing teams create data-driven, personalized email campaigns across all locations. Request a platform tour →

Performance Monitoring and Optimization

Migration success extends beyond the technical cutover. Leading restaurant groups implement robust monitoring frameworks to ensure their new platform delivers expected value across all locations.

Key Performance Indicators

Focus monitoring efforts on metrics that directly impact guest relationships and revenue:

  • Guest Engagement Metrics
    • Email open and click rates by segment
    • SMS response rates
    • Loyalty program participation
    • Campaign conversion trends
    • Guest feedback scores
  • Operational Efficiency
    • Campaign execution time
    • Data synchronization accuracy
    • System response times
    • User adoption rates
    • Support ticket volumes

Successful organizations establish a regular cadence of performance reviews during the first 90 days post-migration. This allows quick identification and resolution of any issues before they impact guest relationships or revenue.

Continuous Improvement

The most successful restaurant groups view their migration as an opportunity to establish new operational excellence standards. Consider implementing:

  • Weekly team surveys during the first month
  • Regular performance optimization workshops
  • Best practice sharing across locations
  • Periodic system health checks
  • Quarterly capability advancement plans

Measuring Migration Success

A successful migration is ultimately measured by its impact on your guest relationships and marketing effectiveness. Leading restaurant groups establish clear metrics and monitoring processes that extend well beyond the technical cutover.

90-Day Success Metrics

Focus on these key indicators during the critical first three months:

  • Guest Engagement Health
    • Track guest response rates across all channels
    • Monitor loyalty program participation trends
    • Compare campaign performance to pre-migration benchmarks
    • Analyze guest feedback and satisfaction scores
    • Measure promotion redemption rates

One restaurant group implemented a weekly scorecard review process during this period, enabling them to quickly identify and address a 15% drop in email engagement caused by spam filter configuration issues in specific markets.

Long-term Value Realization

Beyond immediate performance metrics, successful organizations track indicators of strategic value creation:

  • Marketing Efficiency Gains
    • Campaign execution time reductions
    • Resource allocation improvements
    • Automation effectiveness
    • Cross-location coordination
    • Team productivity metrics
  • Revenue Impact
    • Guest lifetime value trends
    • Campaign attribution accuracy
    • Promotion profitability
    • Location-specific performance
    • Market share indicators

Future-Proofing Your Marketing Technology

Your migration presents an opportunity to establish frameworks that support ongoing evolution and growth. Leading restaurant groups use this transition to build foundations for continued advancement.

Capability Expansion Planning

Develop a roadmap for leveraging advanced platform capabilities:

  • Phase 1 (Months 1-3)
    • Core functionality mastery
    • Team certification completion
    • Basic automation implementation
    • Standard reporting establishment
  • Phase 2 (Months 4-6)
    • Advanced segmentation deployment
    • Custom automation development
    • Advanced analytics implementation
    • Cross-channel coordination
  • Phase 3 (Months 7-12)
    • AI/ML capability activation
    • Predictive modeling implementation
    • Advanced personalization rollout
    • Innovation testing programs

Conclusion: Ensuring Long-Term Success

Marketing technology migration success requires more than technical expertise – it demands a balanced focus on technology, operations, and people. Organizations that approach their migration as a transformational opportunity rather than just a technical project consistently achieve better outcomes.

Key success factors include:

  • Comprehensive planning that addresses both technical and operational needs
  • Strong focus on maintaining guest relationships throughout the transition
  • Robust team enablement and support frameworks
  • Clear performance metrics and monitoring processes
  • Forward-looking capability development plans

Most importantly, remember that migration is just the beginning. The real value comes from your organization's ability to leverage new capabilities to deepen guest relationships and drive growth across all locations.

Ready to transform your guest engagement strategy? See how Fishbowl's complete restaurant marketing platform helps restaurant groups drive lifetime value across all locations.
Jan 13, 2025
Read Time: 5 Min

Migrating Your Marketing Technology - A Strategic Walkthrough

Navigate the complexities of switching marketing platforms in your restaurant organization. From data migration to team enablement, learn how to execute a successful transition while maintaining operational continuity.

Restaurant Marketing

For multi-location restaurant organizations, the decision between building custom marketing technology or purchasing an established platform reaches far beyond immediate costs. With guest relationships increasingly driven by data and personalization, the stakes of this choice directly impact revenue, operational efficiency and competitive advantage.

According to the National Restaurant Association's 2023 State of the Industry Report, restaurants investing in advanced marketing technology consistently outperform their peers in guest retention and lifetime value metrics. Yet the path to achieving these results – whether through custom development or proven platforms – demands careful consideration of both short-term capabilities and long-term strategic implications.

Understanding the True Cost Equation

The build vs. buy discussion often begins with cost comparisons, but successful restaurant groups look beyond initial price tags to evaluate total cost of ownership and opportunity costs.

Development Investment Reality

Custom marketing platform development represents a significant investment in both time and resources. Organizations undertaking custom development should anticipate extensive development timelines, substantial upfront costs covering development teams and infrastructure, and ongoing investments in maintenance and specialized personnel.

However, the more significant costs often emerge after launch. One regional restaurant group found their initial development budget doubled within the first year due to unexpected costs in security requirements, integration challenges and essential feature updates they hadn't initially anticipated.

Platform Economics

In contrast, established marketing platforms leverage economies of scale across hundreds or thousands of restaurant locations to deliver sophisticated capabilities at a fraction of the cost. The investment model shifts from large capital expenditures to predictable operating expenses, based on location count and selected capabilities.

Looking to understand the true ROI of your marketing technology investment? Learn how Fishbowl's transparent pricing model delivers enterprise capabilities without hidden costs. Explore our pricing

Critical Capabilities Assessment

Before considering development approaches, successful restaurant groups first define their essential marketing and guest engagement requirements. Our analysis reveals several core capabilities that drive meaningful revenue impact:

Data Unification & Integration

The foundation of effective restaurant marketing lies in connecting guest data across all touchpoints. Custom solutions often struggle with:

  • POS integration complexity
  • Online ordering data synchronization
  • Loyalty program integration
  • Cross-location data consistency
  • Real-time data access

Meanwhile, established platforms have typically solved these integration challenges through years of development and partnership building. One national restaurant chain abandoned a custom development project after 18 months when they realized the complexity of building and maintaining integrations with their expanding technology ecosystem.

Innovation vs. Proven Solutions

Restaurant groups often view custom development as a path to competitive advantage through unique capabilities. However, the reality is more nuanced. Established marketing platforms maintain regular feature release cycles driven by industry-wide learning and customer feedback, while custom solutions typically require longer development cycles for significant updates.

Consider one fast-casual chain that invested heavily in building proprietary guest segmentation tools. By the time their solution launched, established platforms had already introduced AI-powered segmentation capabilities that far exceeded their custom functionality. The lesson? Innovation often happens faster at scale.

Operational Impact Analysis

The choice between building and buying extends beyond technology to affect day-to-day marketing operations and team effectiveness.

Team Resources and Focus

Custom development demands significant attention from marketing teams, often pulling them away from their core mission of guest engagement and revenue growth. Restaurant groups frequently report their marketing teams spending significant portions of their time managing development sprints and technical requirements instead of focusing on guest engagement strategies.

More critically, this divided focus typically continues well after launch. Marketing teams must balance campaign execution with platform maintenance, feature requests, and technical debt management. One restaurant marketing director noted, "We became accidental product managers instead of focusing on guest relationships."

Speed to Value

Time-to-market significantly impacts marketing effectiveness and competitive positioning. 

Restaurant groups using established platforms can typically begin executing sophisticated marketing campaigns within a few months of implementation. Custom solutions, by contrast, often require multiple quarters or even years before delivering similar capabilities.

A regional restaurant group recently shared their experience: "We spent 14 months building basic email capabilities that we could have had immediately with an established platform. Meanwhile, our competitors were already running advanced predictive campaigns."

Ready to accelerate your marketing effectiveness? See how Fishbowl helps restaurant groups launch sophisticated campaigns in weeks, not months.

Scalability and Future-Proofing

Perhaps the most challenging aspect of the build vs. buy decision is evaluating long-term scalability and adaptation to future needs.

Market Evolution

The restaurant marketing landscape evolves rapidly, with guest expectations and technology capabilities advancing continuously. Custom platforms often struggle to keep pace with emerging channels and capabilities:

  • New engagement channels (SMS, push notifications)
  • Advanced personalization requirements
  • Privacy regulation compliance
  • Integration with emerging technologies
  • Cross-channel coordination capabilities

One restaurant group found their custom solution couldn't efficiently support SMS marketing when they wanted to add the channel, requiring an additional six months of development while their competitors were already engaging guests through multiple channels.

Data Scale Challenges

As restaurant groups grow, data volumes and complexity increase exponentially. Custom solutions that performed well with 10-20 locations often face significant challenges at 50+ locations:

  • Real-time data processing demands
  • Cross-location analytics complexity
  • Campaign coordination requirements
  • Security and compliance needs
  • Integration synchronization

While these technical and operational challenges highlight the complexity of custom development, they connect to an even more fundamental consideration: the question of control. Many restaurant groups initially pursue custom development believing it will provide greater command over their marketing technology ecosystem. However, examining this assumption reveals important nuances that affect long-term success.

Strategic Control and Data Ownership

One of the most compelling arguments for custom development is maintaining complete control over guest data and marketing capabilities. However, this perceived advantage often comes with hidden complexities.

Data Sovereignty Realities

While owning the technical infrastructure may seem to guarantee data control, the reality is more nuanced. Restaurant groups building custom solutions often find themselves:

  • Struggling to maintain comprehensive data security protocols
  • Managing complex compliance requirements across jurisdictions
  • Dealing with evolving privacy regulations
  • Coordinating data governance across multiple systems
  • Balancing data access with protection measures

In contrast, established platforms maintain dedicated teams and resources focused on data security and compliance, spreading these essential costs across their entire customer base. 

Resource Allocation and Core Competencies

The build vs. buy decision fundamentally comes down to how restaurant groups can best allocate their limited resources to drive competitive advantage.

Technology vs. Experience Focus

Leading restaurant groups recognize their true differentiator lies in creating exceptional guest experiences, not developing marketing technology. Consider the resource allocation required for custom platform development:

Marketing Team Impact:

  • Substantial reduction in campaign development capacity
  • Significant focus shift to technical requirements
  • Reduced ability to optimize guest engagement
  • Limited bandwidth for strategic initiatives
  • Decreased market responsiveness

Technology Investment Balance:

  • Development resources diverted from guest-facing innovations
  • Reduced investment in experience enhancement
  • Limited ability to pursue emerging opportunities
  • Constrained innovation in core business areas
  • Competing priorities for technical talent

Let Fishbowl's marketing platform handle the technology so your team can focus on creating exceptional guest experiences. See how →

Risk Management Considerations

The build vs. buy decision carries significant implications for organizational risk profiles that extend beyond technical considerations.

Competitive Risk Assessment

Custom development introduces several strategic risks:

Market Position Impact:

  • Delayed implementation of new capabilities
  • Competitive feature gaps
  • Slower response to market changes
  • Limited access to industry innovations
  • Reduced agility in guest engagement

Operational Vulnerabilities:

  • Single points of failure in custom systems
  • Limited redundancy options
  • Dependency on key personnel
  • Knowledge concentration risks
  • Recovery time objectives

Technology Evolution Management

The pace of marketing technology evolution creates ongoing challenges for custom solutions:

Emerging Technology Integration:

  • AI and machine learning capabilities
  • Real-time personalization requirements
  • New channel integration demands
  • Advanced analytics needs
  • Automation capabilities

Making the Right Decision: A Framework for Evaluation

While every restaurant group's situation is unique, successful organizations typically evaluate their build vs. buy decision through three critical lenses:

Organizational Readiness Assessment

Before committing to either path, consider your organization's:

  • Technical Capabilitiessome text
    • Existing engineering resources
    • Data management expertise
    • Integration experience
    • Security and compliance knowledge
    • Development track record
  • Strategic Alignmentsome text
    • Core business focus
    • Innovation priorities
    • Growth trajectory
    • Market positioning
    • Competitive differentiation

Implementation Path Analysis

Understanding your organization's ability to execute is crucial:

  • Resource Availabilitysome text
    • Development team capacity
    • Marketing team bandwidth
    • Budget flexibility
    • Timeline constraints
    • Operational support
  • Risk Tolerancesome text
    • Market timing sensitivity
    • Technical debt appetite
    • Innovation requirements
    • Competitive pressure
    • Guest experience impact

Unsure which path is right for your organization? Let Fishbowl's restaurant marketing experts help you evaluate your options. Schedule a consultation →

Hybrid Approaches: The Emerging Middle Ground

While the build vs. buy decision is often presented as binary, many successful restaurant groups are finding value in hybrid approaches that combine platform capabilities with custom extensions.

Platform-Plus Strategy

This approach leverages established platforms for core capabilities while building custom components for unique needs:

  • Core Platform Foundationsome text
    • Guest data management
    • Campaign automation
    • Standard integrations
    • Security and compliance
    • Basic analytics
  • Custom Extensionssome text
    • Unique loyalty features
    • Specialized reporting
    • Brand-specific interfaces
    • Custom integrations
    • Proprietary algorithms

Conclusion: Making the Strategic Choice

The build vs. buy decision for restaurant marketing technology ultimately comes down to understanding where your organization can create genuine competitive advantage. Success requires honest assessment of capabilities, clear understanding of requirements, and strategic alignment with long-term business objectives.

Key Decision Factors:

  • Resource availability and allocation
  • Time-to-market requirements
  • Technical expertise and capacity
  • Guest experience priorities
  • Growth and scalability needs

Most importantly, remember that the choice isn't permanent. Many successful restaurant groups start with established platforms to gain immediate capabilities and market momentum, then selectively build custom components as their needs evolve and specialized requirements emerge.

Ready to accelerate your marketing capabilities? Discover how Fishbowl's enterprise GRM platform can provide immediate value while supporting your long-term growth.
Jan 9, 2025
Read Time: 5 Min

The Restaurant Marketing Platform Dilemma: Build or Buy?

Evaluate the true costs, risks, and strategic implications of building vs. buying restaurant marketing technology. Learn how successful multi-location restaurant groups make this critical decision while maintaining operational excellence and guest engagement.

Restaurant Marketing

The restaurant industry's digital transformation accelerated dramatically throughout 2024, driven by evolving guest expectations and technological innovation. According to the National Restaurant Association's 2024 State of the Industry Report, 73% of restaurant operators increased their technology investments this year, marking the highest rate of digital adoption in the sector's history.

This comprehensive review examines the statistics and trends that defined 2024, offering insights into how these changes will shape restaurant operations in 2025 and beyond.

The past year brought significant shifts in how restaurants approach guest engagement and operations. While technology adoption accelerated, the focus shifted from simple implementation to sophisticated integration and activation. Restaurant groups that successfully navigated these changes demonstrated that technology investment must be paired with strategic execution to drive meaningful results.

Guest Behavior & Preferences: The Digital-First Evolution

Digital Ordering Trends

The shift toward digital ordering continued its upward trajectory in 2024. The National Restaurant Association's 'Restaurant Technology Landscape Report 2024' also highlights that a significant portion of restaurant transactions are now conducted digitally, reflecting a substantial increase from previous years.

Quick Service Restaurants

  • Mobile ordering: 35% of transactions
  • Website ordering: 22% of transactions
  • Third-party platforms: 18% of transactions

Casual Dining

  • Digital reservations: 65% adoption rate
  • Online ordering: 42% of off-premise sales
  • Mobile payment usage: 38% of transactions

This digital transformation extends beyond simple ordering capabilities. Restaurant groups report that guests who engage through digital channels show 24% higher lifetime value compared to traditional-only guests. This value increase stems from both higher visit frequency and larger average check sizes, demonstrating the revenue impact of seamless digital experiences.

Loyalty Program Engagement

Program Participation

  • Active Membership Growth: Operators in the 75th percentile of loyalty transaction share achieve 30% of their transactions from loyalty program members, while brands in the 90th percentile see loyalty penetration reaching 37% and beyond.
    Restaurant Informer
  • Mobile App Adoption: 60% of current loyalty program users prefer using smartphone apps rather than carrying physical cards, indicating a strong shift towards digital engagement.
    National Restaurant Association

Guest Expectations

Modern loyalty members prioritize:

  • Personalized Rewards: A significant majority of guests expect loyalty programs to offer personalized rewards tailored to their preferences.
  • Cross-Channel Recognition: Guests anticipate seamless recognition and rewards across various platforms and locations.
  • Real-Time Point Tracking: The ability to monitor loyalty points in real-time is increasingly important to members.
  • Mobile Wallet Integration: Integration with mobile wallets enhances convenience and usage rates.
  • Customized Communications: Guests appreciate communications that are tailored to their interests and behaviors.

The evolution of loyalty programs reflects a broader shift in how restaurants view guest relationships. Rather than treating loyalty as a simple points system, leading restaurant groups now approach it as a comprehensive guest engagement strategy. This shift has proven particularly valuable for multi-location operations, where consistent recognition across properties drives significant increases in cross-location dining.

Channel Preferences

In 2024, the restaurant industry experienced significant shifts in guest communication preferences and technology adoption, reflecting the evolving landscape of guest engagement and operational efficiency.

Guest Communication Preferences

Recent studies indicate that guests increasingly favor digital communication channels for interacting with restaurants:

  • Mobile Applications: A substantial portion of guests prefer using mobile apps for reservations, menu browsing, and placing orders, highlighting the importance of a robust mobile presence.
  • Email: Email remains a vital channel for promotional content and personalized offers, with a significant percentage of guests engaging through this medium.
  • SMS: Text messaging is gaining traction for immediate updates and exclusive deals, offering a direct line to guests.
  • Social Media: Platforms like Instagram and Facebook are essential for brand engagement and community building, influencing dining decisions.
  • Traditional Mail: While less prevalent, traditional mail still holds value for certain demographics, particularly for loyalty programs and special invitations.

These trends underscore the necessity for restaurants to adopt a multi-channel communication strategy, ensuring they meet guests on their preferred platforms to enhance engagement and satisfaction.

Technology Adoption: The Infrastructure of Modern Restaurants

Guest Data Platform Implementation

2024 marked a pivotal shift in how restaurant groups manage and leverage guest data:

  • Adoption Rates: A significant number of multi-location restaurants have implemented advanced guest data platforms, aiming to unify guest profiles and streamline data across locations.
  • Investment Focus: Restaurants are prioritizing features such as automated personalization, predictive analytics, and real-time data activation to enhance the guest experience.

The integration of these platforms has led to measurable improvements:

  • Guest Retention: Enhanced data insights have contributed to higher guest retention rates, as restaurants can tailor experiences more precisely.
  • Marketing ROI: Targeted marketing efforts, informed by comprehensive data, have resulted in improved returns on investment.
  • Average Guest Spend: Personalized offerings and recommendations have driven increases in average spend per guest.

This strategic emphasis on data-driven decision-making reflects a broader industry trend towards personalization and operational efficiency, positioning restaurants to better meet guest expectations and foster loyalty.

By aligning communication channels with guest preferences and harnessing the power of sophisticated data platforms, restaurants can navigate the dynamic landscape of 2024 and beyond, delivering exceptional and personalized guest experiences.

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The Restaurant Digital Maturity Index reveals changing guest communication preferences:

Preferred Channels

  • Mobile apps: 42% of guests
  • Email: 38% of guests
  • SMS: 28% of guests
  • Social media: 25% of guests
  • Traditional mail: 12% of guests

Want to stay ahead of evolving guest preferences? Discover how Fishbowl's Guest Relationship Management platform helps restaurant groups deliver the personalized experiences today's guests expect. 

Digital Payment Evolution

Payment technology saw substantial transformation in 2024. Deloitte's Restaurant Payment Innovation Report highlights key developments:

Mobile Payment Adoption

  • Contactless payments: 62% of transactions
  • Digital wallet usage: 45% growth year-over-year
  • QR code payments: 38% adoption rate
  • In-app payments: 32% of digital orders
  • Cross-location payment recognition: 28% implementation

Automation and Operational Technology

Restaurant groups accelerated their adoption of automation technologies throughout 2024. The Food Service Technology Report indicates:

Marketing Automation Leading restaurant groups implemented:

  • Triggered campaign automation (76%)
  • Dynamic content personalization (64%)
  • Cross-channel orchestration (58%)
  • Automated segment management (52%)
  • Real-time offer optimization (47%)

Operational Systems Technology investments focused on:

  • Integrated POS systems (82%)
  • Kitchen display systems (74%)
  • Inventory management tools (68%)
  • Labor scheduling platforms (63%)
  • Guest feedback systems (57%)

Looking to modernize your restaurant group's technology stack? Learn how Fishbowl's comprehensive platform helps multi-location restaurants unify their guest data while enabling sophisticated marketing automation. Book a demo to see our latest innovations.

Marketing Evolution: Data-Driven Engagement

Digital Marketing Investment Trends

The marketing landscape for restaurant groups underwent significant transformation in 2024. According to McKinsey's Restaurant Marketing Excellence Report, digital marketing budgets increased by an average of 32% year-over-year, with multi-location restaurants leading this shift.

Marketing Budget Allocation Restaurant groups prioritized:

  • Digital advertising (42% of budget)
  • Guest engagement platforms (28%)
  • Content creation (18%)
  • Traditional media (12%)

This reallocation reflects broader changes in marketing effectiveness, with digital channels demonstrating superior ROI and measurement capabilities.

Campaign Performance Metrics

The Restaurant Marketing Association's annual benchmark study reveals significant improvements in marketing efficiency:

Email Marketing Performance

  • Average open rate: 28.4%
  • Click-through rate: 4.2%
  • Conversion rate: 2.8%
  • Revenue per email: $0.42
  • Unsubscribe rate: 0.3%

Social Media Engagement Platform effectiveness varies by demographic:

  • Instagram: Highest engagement for food content
  • TikTok: Leading platform for brand discovery
  • Facebook: Strong performance for local targeting
  • LinkedIn: Growing B2B opportunity

Looking Ahead: 2025 Industry Outlook

Emerging Trends and Predictions

Several key trends from 2024 are expected to accelerate in 2025:

Technology Integration

  • AI-powered personalization adoption
  • Advanced analytics implementation
  • Automated marketing orchestration
  • Enhanced data security measures
  • Cross-channel integration

Guest Experience Evolution The National Restaurant Association projects:

  • Increased demand for personalization
  • Greater emphasis on digital convenience
  • Growing focus on loyalty program value
  • Enhanced mobile app functionality
  • Expanded payment options

As we move into 2025, the distinction between digital and traditional operations continues to blur. Leading restaurant groups are focusing less on channel-specific strategies and more on creating seamless experiences that meet guests wherever they choose to engage. This evolution requires sophisticated data management capabilities combined with careful attention to guest preferences and privacy considerations.

Strategic Priorities for 2025

Restaurant groups should focus on:

Data Strategy Enhancement

  • Unified guest data management
  • Advanced segmentation capabilities
  • Predictive analytics adoption
  • Privacy compliance measures
  • Cross-location data sharing

Marketing Optimization

  • Personalization at scale
  • Automated campaign management
  • Cross-channel coordination
  • ROI measurement
  • Local market adaptation

Ready to transform your restaurant group's marketing capabilities for 2025? Discover how Fishbowl's comprehensive platform can help you leverage these trends and stay ahead of the competition. Schedule a consultation to learn more about our industry-leading solutions.
Jan 7, 2025
Read Time: 5 Min

2024 Restaurant Industry Statistics: A Year in Review

Explore key statistics and trends that shaped the restaurant industry in 2024. From guest behavior to technology adoption, understand the data driving change.

Industry Trends
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