ClientTether

Integration Add-On

Easy Way To Automate Customer Feedback and Reviews

If your a franchise brand using 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.

clienttether

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.

1. Email

2. First Name

3. Last Name

4. Phone

5. Company

6. Street

7. City

8. State

9. Postal Code

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. After your integration is enabled, simply email our support team (support@loyaltyloop.com, or 888-552-5667 option 3) and indicate the launch frequency you desire (e.g., Daily, Weekly, Monthly). Remember, LoyaltyLoop automatically filters-out customers who have been asked to give you feedback within the prior 90-days (or as set by you). This allows you to send surveys as frequently as Daily, without sending to the same customer over and over again.

“Using loyalty loop has been a great asset to us for staying in contact with our clients. We highly recommend them!”

David H.

Tucson AZ