“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!”
FieldRoutes
Integration Add-On
LOYALTYLOOP INTEGRATION
Automate your Feedback and Review Process!
Whether you run a pest control business, lawn service company, or pool business LoyaltyLoop is the perfect customer experience (CX) and review platform for all types of service companies and professionals.
Leveraging the LoyaltyLoop-FieldRoutes integration, your customer contacts (i.e., customers to be surveyed) will be sent automatically to your LoyaltyLoop account. There are no reports to run, no manual uploads, no reports to send.
- Set it, and forget it!
- Engage customer soon after their transaction
- Send requests as often as daily
The integration saves you the time, and enables you to send your feedback and review requests soon after the customer experienced your business. 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 to your LoyaltyLoop subscription.
How do I enable my FieldRoutes Integration?
To connect your FieldRoutes to LoyaltyLoop, gather the below details from your FieldRoutes and provide it to LoyaltyLoop Support:
- Host Name
- Authentication Key
- Authentication Token
Our Support Team will configure LoyaltyLoop with your FieldRoutes settings, and confirm your connection has been established correctly.
How does the integration behave?
Contact data will flow from FieldRoutes to LoyaltyLoop based on a specific trigger event. The triggering event is when a customer's appointment is marked completed in FieldRoutes. Once a day, LoyaltyLoop will fetch all contacts for completed appointments, and schedule your request for feedback and reviews per your LoyaltyLoop configuration.
During the first connection to your FieldRoutes, LoyaltyLoop will fetch the contacts for completed appointments for the last 30-days. Every day thereafter, LoyaltyLoop will only fetch the newly completed appointments since the last time it fetched data from your FieldRoutes.
What is the default survey send (launch) frequency?
When we activate your FieldRoutes integration, LoyaltyLoop will reconfigure your survey launch configuration as follows:
- Weekly Launch Frequency
- Default Launching Day on Tuesday
- Imposed 3-day delay
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.
How do I change my survey send (launch) frequency?
With the integration enabled, your data flows daily to LoyaltyLoop for completed appointments, putting you in position to have your requests for feedback and reviews get sent as soon as the next day.
If you'd like to change from the default weekly launch configuration above, please contact our support team at support@loyaltyloop.com or 888-552-5667 option 3.
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 service, you can impose a delay on sending your survey. As stated above, we will set a 3-day delay on the default launch configuration. If you prefer something else, including no delay, please contact our support team at support@loyaltyloop.com, or 888-552-5667 option 3. Here's a blog post explaining imposed launch delays.
Which data fields are included in the FieldRoutes integration?
- First Name
- Last Name
- City
- State
- Zip Code
- Cell
- Customer Number
- Description
- Total Price
- Location ID
- Item
- Technician
- Transaction Type
- Transaction Date