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Corebridge

Integration Add-On

No More Export Reports - More Feedback!

You're busy running your sign company, and the teams at Corebridge and LoyaltyLoop want to make your life easier. When using the Integration Add-On for Corebridge, your customer contact info (i.e., customers to be surveyed) will flow automatically to your LoyaltyLoop account on a daily basis when you close a transaction. There are no reports to run, no manual uploads, no emails to send.

  • 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 requests for feedback and reviews closer to when the customer worked with you. Instead of batching and sending all feedback requests once a month, the integration gives you the option to send requests for feedback 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.

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How do I enable my Corebridge Integration?

  1. Send our support team an email (support@loyaltyloop.com) requesting the integration.
  2. We will contact Corebridge and enable this in your account.
  3. Once enabled, your contacts for closed transactions will flow to LoyaltyLoop each day.

Which Corebridge fields are included in the integration?

The integration includes the most common fields related to a Corebridge 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. { Contact Title }

5. { Office Phone }

6. { Company }

7. { Corebridge Client Number }

8. { Franchise Center Number }

9. { Sales Rep }

10. { Customer Number }

11. { Contact ID }

12. { Invoice Number }

13. { PO Number }

14. { Job Number }

15. { Job Description }

16. { Invoice Amount }

17. { Ship Date }

18. { Due Date }

19. { Industry }

20. { Entered By }

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