“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!”
PressWise
Integration Add-On
LOYALTYLOOP INTEGRATION
Automate your Feedback and Review Process!
LoyaltyLoop is the perfect customer experience and review platform for printers and sign & graphics companies.
Leveraging the LoyaltyLoop-PressWise 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
- 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. 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 PressWise Integration?
To start, sign in to PressWise in one browser tab, and LoyaltyLoop in another tab. Follow these steps in order.
In PressWise...
- Navigate to Admin, System Preferences, and LoyaltyLoop Integration
- Set the Enable LoyaltyLoop Integration switch to the ON position (as shown below)
- Copy the 3 details (API Hostname, Username, Password) to Notepad or related text editor for use in the next steps.
In LoyaltyLoop...
- Click your Username, Settings, then Integrations, then select PressWise from the drop-down on that page
- From Notepad, copy and paste those 3 PressWise details into their respective LoyaltyLoop fields:
- "API Hostname" = "Host"
- "Username" = "Api User Name"
- "Password" = "Api Password"
- Select the survey you are connecting to your PressWise.
- Click Save Changes. You will receive a success pop-up.
You're done!
How does the integration behave?
When an order is complete and shipped, the Sales Date field is set in PressWise. LoyaltyLoop will only fetch transactions with a Sales Date. This ensures the entire order is complete, and appropriate to engage the customer for feedback.
When the integration is first connected to your PressWise, LoyaltyLoop will fetch the last 30-days of transactions based on Sales Date. Every day thereafter, LoyaltyLoop will only fetch the new transactions since the last time it connected to PressWise.
NOTE: PressWise records a customer's "full name", the combination of their first and last names in a single string. At time of launch, LoyaltyLoop will automatically split the full name into First Name and Last Name, as noted below in the field values table. At the same time, it will also automatically down-case names entered in PressWise in all caps (e.g. "JOHN SMITH"), while also up-casing the first letter (e.g. "John" and "Smith).
Which PressWise fields are included in the integration?
- buyerContact email
- buyerContact fullname
- First Name
- Last Name
- buyerContact phone
- buyerContact mobile
- account id
- shippingAddress company
- shippingAddress street1
- shippingAddress street2
- shippingAddress city
- shippingAddress zip
- shippingAddress state
- CSR name
- salesRep name
- priceExcludingTax
- code (txn id)
- orderedDate
- shipDate
- customerPO
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.