Halo

Integration Add-On

LOYALTYLOOP INTEGRATION

Automated Feedback and Reviews!

If you use Halo for your service management, The LoyaltyLoop integration makes the process of gathering post-ticket feeback and reviews easy and automatic. Our online review software for service automation sends customer loyalty surveys to closed ticket contacts that gathers feedback, reviews and testimonials, and tracks various customer experience metrics to drive for improved reputation management.

  • Set it, and forget it!
  • Engage customer soon after their Halo ticket closes
  • Send requests as often as daily
  • Engage customers while the experience is still fresh

No more manual processing or triggering requests for feedback. Automatically send your requests for feedback and reviews closer to when the customer worked with your business. Surveys can be sent as frequently as daily or weekly.

service automation review tool

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FAQs about the Halo integration for LoyaltyLoop

Q: How much does it cost?

A: There is no additional cost.

Q: How do I enable my Halo Integration?

A: It is quick and simple. LoyaltyLoop customers should sign in to their account, then search our Knowledge Base for "Halo", where you will find the step-by-step instructions. You can always reach out to our Support Team for help at support@loyaltyloop.com (401-560-0311 option 3).

Q: Which Halo fields are included in the integration?

A: The integration includes the most common fields related to a Halo ticket needed to trigger your feedback surveys, including customer contact details and ticket information. 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. user email address
  2. user full name
  3. user first name
  4. user last name
  5. user phone number
  1. ticket client name
  2. ticket id
  3. ticket summary
  4. ticket date occurred
  5. ticket date closed
  1. user delivery address 1
  2. user delivery address 2
  3. user delivery address 3
  4. user delivery address 4
  5. user delivery postcode

Q: Can I impose a standard delay when sending my survey?

A: 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.

Q: How do I change my survey send (launch) frequency?

A: 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.

“The surveys have been a great addition to communicating with our clients and asking for feedback. This feedback is critical in helping us continue to achieve our goal of 100% customer satisfaction”

Mark M.

Brentwood TN