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Printers Plan
Integration Add-On
LOYALTYLOOP INTEGRATION
No More Export Reports - Automate Your Feedback and Reviews!
If you're like most printers, busy doesn't begin to describe your world. LoyaltyLoop and PrintReach recognize this, and we are always looking to make your life a little easier. Our Integration Add-On for Printers Plan automates the process of getting your customer contact info (i.e., customers to be surveyed) into LoyaltyLoop. When you close your transactions in Printers Plan, your contacts flow automatically to your LoyaltyLoop account on a daily basis. There are no reports to run, no manual uploads, no emails to send with your files.
- 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 automation saves you the time, and enables you to send your feedback and review requests soon after the customer experienced your business. Instead of batching and sending all feedback requests once a month, the automation gives you the option to send requests for feedback and reviews 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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FAQs about the Printers Plan integration with LoyaltyLoop
Q: How much does it cost?
A: There is no additional cost to your LoyaltyLoop subscription. If locally-hosted and you do not have the Printers Plan API, please contact your PrintReach account manager pricing.
Q: Does your integration support cloud-based and locally-hosted Printers Plan?
A: Yes. Our integration supports both locally-installed/hosted and cloud-hosted Printers Plan. See the details and requirements below.
Q: What are the requirements to use the Integration Add-On?
A: Cloud-hosted Printers Plan (recommended):
- You must be running version 2023 or higher
- You must have Printers Plan API (version 12/8/2022 or later) active. If you're unsure, please contact PrintReach support for help.
A: Locally-installed Printers Plan w/API:
- You must be running version 2023 or higher
- You must have Printers Plan API (version 12/8/2022 or later) active
- The local computer running Printers Plan must be turned on
- Your local network must be configured to allow LoyaltyLoop access through firewalls, and to a specific and encrypted port (e.g. port 1024 or above).
Q: What are the Printers Plan trigger to send contacts to LoyaltyLoop?
A: The trigger for LoyaltyLoop to get transaction contact data for Printers Plan only applies to Jobs where the DateShipped field is set. LoyaltyLoop will pull the last 30-days of transaction data when the integration is first connected. Every day thereafter, LoyaltyLoop will only pull the new transaction data since the last time it connected to Printers Plan.
Q: How do I enable my Printers Plan integration?
A: LoyaltyLoop customers should sign in to their account, then search our Knowledge Base for "Printers Plan integration". 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).
Which Printers Plan fields are included with the Integration Add-On?
- First
- Last
- Title
- Phone
- Cell
- CusNo
- Location
- Company Name
- Address
- Address2
- City
- State
- Zip
- DateIn
- Job Number
- Job Title
- DateShipped
- CSR
- Sales Rep
- Total
- Customer Tag
- Customer Tag ID
- Job Tag
- Job Tag ID
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.