“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!”
Printavo
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-Printavo 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 Printavo Integration?
To start, sign in to Printavo in one browser tab, and LoyaltyLoop in another tab. Follow these steps in order.
In Printavo...
- In the upper right corner of Printavo, click on your avatar then "My Account"
- Then, click "Customize Invoice Statuses"
- Here you'll find the list of all Printavo invoice statuses. Find the status that means your job is complete, and the customer is in position to give feedback. Remember this status. Now to go the LoyaltyLoop tab.
In LoyaltyLoop...
- Click your Username in the upper right corner, Settings, Integrations, then select Printavo from the drop-down on that page
- For "Host", enter www.printavo.com
- Enter your email address and password used to sign in to Printavo on the other tab
- For "Completed Status Name", go back to Printavo and copy the text label of the status you identified in the prior step, and paste it into LoyaltyLoop. This is the "Trigger" to determine who should be eligible for a survey.
- Select the survey you are connecting to your Printavo.
- Click Save Changes. You will receive a success pop-up.
You're done!
How does the integration behave?
LoyaltyLoop uses your selected Printavo Invoice Status to trigger when a customer contact is eligible for receiving your survey. It is important to remember that if you change your business process, and use a different Printavo invoice status to indicate if your customer is ready to be surveys, you must update this in LoyaltyLoop, too.
Each day when LoyaltyLoop connects to Printavo, it will pull all contacts for invoices where the invoice status is set to the "Completed Status Name" you have set in LoyaltyLoop. It will only pull transactions that meet this condition from the last day LoyaltyLoop successfully fetched contact data. Don't worry about surveying the same contact (email address) repeatedly in a narrow window of time, as in the case of rapid repeat purchases. LoyaltyLoop automatically applies a Touch Frequency Filter of your choosing to avoid this annoyance.
When LoyaltyLoop connects with Printavo the very first time, LoyaltyLoop will fetch the last 30-days of contacts that meet the trigger status. Every day thereafter, LoyaltyLoop will only fetch the new transactions since the last time it connected to Printavo.
All data retrieved relates to the Prinavo Invoice Detail record.
Which Printavo Invoice Detail fields are included in the integration?
- contact email
- contact firstName
- contact lastName
- contact phone
- shippingAddress companyName
- shippingAddress address1
- shippingAddress address2
- shippingAddress city
- shippingAddress state
- shippingAddress zip
- owner name (CSR)
- total (Total Sales Price)
- createdAt
- id
- nickname
- category
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.