Datto Autotask

Outbound Integration Add-In

LOYALTYLOOP INTEGRATION

View LoyaltyLoop Results in Autotask!

Attention Managed Service Providers (MSP)! Put the power of customer feedback at your fingertips inside Autotask.

Embed your LoyaltyLoop dashboard as an Autotask tab, and use Autotask's Ticket Insights to see feedback from customers associated with their ticket. Need, more details? No problem, from Autotask, click a LoyaltyLoop element in Autotask and you'll open your LoyaltyLoop account.

  • Connect LoyaltyLoop to Autotask
  • View LoyaltyLoop dashboard in Autotask
  • View feedback via Ticket Insights
  • Access LoyaltyLoop from Autotask

On this page, you'll find the simple steps for adding your LoyaltyLoop widgets to your Autotask. It takes only a few minutes.

managed service provider (msp) review tool

“You can't correct your problems without getting the bad with the good, and since our customers are given an outlet to voice concerns through LoyaltyLoop, we are now running at a much higher satisfaction rating than ever before. Thank you!”

Thomas M.

Aiken SC

How much does this outbound integration cost?

Free. There is no additional cost to use the LoyaltyLoop outbound integrations with Autotask.

Can I access my LoyaltyLoop account from Autotask?

Yes. When viewing your dashboard widget or Ticket Insights in Autotask, you'll be able to click on those elements to take you to your LoyaltyLoop account.

How do I enable the widgets and Ticket Insights in Autotask?

Follow the below in order. If you have difficulty, please reach out to LoyaltyLoop support for help.

1. Connect LoyaltyLoop to Autotask

2. Enable Widgets and Insights In Autotask

3. Add the LoyaltyLoop Dashboard Widget to Autotask

4. Enable LoyaltyLoop Ticket Insights for Autotask

1. Connect LoyaltyLoop to Autotask

Sign in to LoyaltyLoop as an Admin User. Click your username in the upper right corner, then Settings, then Integrations under the Data Management section for the Location in question.

Find the section titled "Outbound Integrations", click the plus (+) icon to add an integration. Choose "Autotask Widget", enter your Autotask username and password, then click Save Changes. Click the plus (+) icon again, and choose "Autotask Insight". Enter your Autotask username and password, then click Save Changes.

loyaltyloop outbound integration

Proceed to steps 2, 3 and 4.

2. Enable Widgets and Insights In Autotask

From the Admin Menu, select 'Extensions & Integrations'. Then, from the 'Other Extensions & Tools' tab select 'Integration Center'.

autotask integration center

Click the burger menu next to LoyaltyLoop and select 'Edit'

autotask integration center

Now select 'Active' and continue to scroll to the bottom of the menu.

autotask integration center

At the bottom of the menu, enable Integration Vendor Widgets and both Vendor Insights. Once complete, Save & Close.

autotask integration center

3. Add the LoyaltyLoop Dashboard Widget to Autotask

With the Widgets Enabled, from the Dashboards dropdown menu, select 'Manage Shared Tabs'

autotask integration center

Select the '+ New Tab' button.

autotask integration center

Name your Tab and then Save.

autotask integration center

Select the '+ Add Widget' Button.

autotask integration center

Select the 'Choose an integration vendor widget from the widget library' option and then click next.

autotask integration center

From the Integration Vendor drop down menu, select LoyaltyLoop. This will select the LoyaltyLoop Dashboard Widget. Click 'Next'.

autotask integration center

Select the full screen option for the default Layout/Size.

autotask integration center

Your LoyaltyLoop Dashboard is now configured! Click the LoyaltyLoop tab from Autotask home to view it.

loyaltyloop autotask outbound integration

4. Enable LoyaltyLoop Ticket Insights for Autotask

With the Vendor Insights enabled from the last item in Step 2 above, from the Home menu, select Admin.

autotask ticket insights for loyaltyloop

From the 'Features & Settings' menu, open the 'Service Desk (Tickets)' submenu and select 'Ticket Categories'.

autotask ticket insights for loyaltyloop

Click the burger menu next to the appropriate Ticket Category. Then select 'Edit'.

autotask ticket insights for loyaltyloop

Click the Insights Menu and find the selection labeled LoyaltyLoop. If LoyaltyLoop is not a 'Visible Insight', drag and drop LoyaltyLoop into the Visible Insights by clicking and holding the drag and drop icons to the left of the table.

autotask ticket insights for loyaltyloop

With LoyaltyLoop Ticket Insight listed as a Visible Insight, click 'Save & Close'. Repeat these steps as necessary for other relevant ticket categories.

autotask ticket insights for loyaltyloop

You have now set up your LoyaltyLoop Ticket Insights! Click on a ticket in question, then click the LoyaltyLoop Ticket Insight panel to expose any customer feedback received relative to this ticket.

autotask ticket insights for loyaltyloop