“Using loyalty loop has been a great asset to us for staying in contact with our clients. We highly recommend them!”
ClientTether
Integration Add-On
LOYALTYLOOP INTEGRATION
Easy Way To Automate Customer Feedback and Reviews
If you use ClientTether for your CRM, you'll love the LoyaltyLoop-ClientTether integration add-on. This add-on is designed to save you and your franchisee's time, while also making the process of getting feedback and reviews simple and fully automated. The integration automates the process of getting your customer contact info (i.e., customers to be surveyed) into LoyaltyLoop. When your Lead converts to a closed transactions in ClientTether, those contacts flow automatically to your LoyaltyLoop account on a daily basis. There is no need to export data, upload contacts, or send us files of contacts.
- Set it, and forget it!
- Engage customer soon after their transaction
- Send requests as often as daily
- Save time (and money) not running reports
The integration saves you the time, and enables you to send your feedback and review requests soon after the customer experienced your business. Instead of batching and sending all feedback requests once a month, the integration gives you the option to send requests for feedback and reviews as frequently as daily or weekly. Moving the feedback request closer to when the customer experienced your business can increase both the quality and quantity of responses.
How much does it cost?
There is no additional cost for you to use the ClientTether-LoyaltyLoop integration.
Which ClientTether fields are included in the integration?
The integration includes the most common fields related to a ClientTether Invoice record. If you do not see a field that you require, please let us know and we'll be happy to look into adding it. Please email our support team (support@loyaltyloop.com) with the name of the field(s) needed.
- First Name
- Last Name
- Phone
- Company
- Street
- City
- State
- Postal Code
Can I impose a standard delay when sending my survey?
Yes. To ensure your customer has had the appropriate amount of time to experience your product or service, you can impose a delay on sending your survey. As stated below, we will set a 3-day delay on the default launch configuration. If you prefer something else, please contact our support team at support@loyaltyloop.com, or 888-552-5667 option 3. Here's a blog post explaining imposed launch delays.
How do I change my survey send (launch) frequency?
With the integration enabled, your data flows to LoyaltyLoop as you close transactions. You are now in position to have your surveys sent soon after the customer experiences your business.
By default, and unless you specify otherwise, upon activation of the integration LoyaltyLoop will reconfigure your survey launch configuration as follows:
- Weekly Launch Frequency
- Default Launching Day on Tuesday
- Imposed 3-day delay
If you'd like a different launch configuration, please contact our support team at support@loyaltyloop.com or 888-552-5667 option 3.
Your existing Touch Frequency Filter (TFF) will be maintained. For example, our default TFF is 90-days, meaning customers (based on email address) who have been asked to give you feedback within the prior 90-days (or as per your specific setting), will be removed from your launch. This prevents "over-touching" the same person too often.