“Using loyalty loop has been a great asset to us for staying in contact with our clients. We highly recommend them!”
Printer's Plan
Automation Add-On
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 Automation Add-On for Printer's Plan automates the process of getting your customer contact info (i.e., customers to be surveyed) into LoyaltyLoop. When you close your transactions in Printer's 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.
How much does it cost?
There is no additional charge for the Printer's Plan automations.
What versions of Printer's Plan are supported by the LoyaltyLoop automations?
We offer two automations from Printer's Plan: (1) an Integration for cloud-hosted Printer's Plan, and (2) an Agent for locally-installed Printer's Plan.
What are the requirements to use this automation?
Cloud-hosted Printer's Plan (Integration): (1) you must be running the 2023 version of Printer's Plan, and (2) you must have Printer's Plan API (version 12/8/2022 or later) active. If you're unsure, please contact PrintReach support for help.
Locally-installed Printer's Plan (Agent): The computer running the Agent must be (1) turned on, (2) have access to the Printer's Plan database, and (3) have access to the Internet (if you can get to Google.com from the computer, you should be all set).
How do I enable the Integration for cloud-hosted Printer's Plan?
(Recommended) For new customers, we will help you set up the integration during your Onboarding call. For existing customers, we recommend booking a support session with us requesting the integration, and we'll set it up together with you. When you engage us, LoyaltyLoop will contact Print Reach on your behalf to gather your specific Printer's Plan Host.
If you are trying to set up the integration on your own, follow these step:
- Open Notepad or another editor to be in position to copy and save a few things for future steps.
- Contact Print Reach Support to request your Printer's Plan hostname. (This is your "Host" for step 7 below).
- Navigate to the Settings tab and open the Third Party Integrations folder, then select Custom Integrations. In the Custom Integrations window double-click on LoyaltyLoop.
- After double-clicking LoyaltyLoop in the Customer Integrations window, the below window appear. Make sure the Enabled box is checked, and enter any string of characters (save it to Notepad) for your Secret - (This is your "API Token" for step 7 below.) Leave EndPoint blank, as it is not used for the LoyaltyLoop integration. Then, click OK.
- Sign in to LoyaltyLoop as an Admin User, then go to Settings
- If you have more than 1 location, click the location. Under Data Management, click Integrations, then click the plus (+) button, and select Printer's Plan from the drop-down
- From the values you saved to Notepad, (1) paste your "Host", (2) paste your "API Token", and (3) select your survey (if not pre-selected), then lastly (4) click Save Changes. Use the default selection for "Port", or contact your Printer's Plan administrator for your port number.
- You LoyaltyLoop is now connected to your Printer's Plan
How do I enable the Agent for locally-installed Printer's Plan?
- We recommend setting a time with our Support Team to walk you through the installation process. Click to book a support call, or email us (support@loyaltyloop.com), or give us a call (888-552-5667).
- During the call, you will download and install the LoyaltyLoop automation Agent on the computer running Printer's Plan. The install process will require info that our Support Team can provide.
IMPORTANT: You will need to determine the time of day when the Agent should send data to your LoyaltyLoop account. It's important to remember the computer needs to be turned on and connected to the Internet at that time of day.
Download AgentWhich Printer's Plan fields are included in the Agent and Integration?
The automation includes the most common fields related to a Printer's Plan Job record. The data is sent to LoyaltyLoop when you set the DateShipped field. 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. Email
2. First
3. Last
4. Title
5. Phone
6. Cell
7. CusNo
8. Location
9. Company Name
10. Address
11. Address2
12. City
13. State
14. Zip
15. DateIn
16. Job Number
17. Job Title
18. DateShipped
19. CSR
20. Sales Rep
21. Total
How do I change my survey send (launch) frequency?
With the automation 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. After your automation is enabled, simply email our support team (support@loyaltyloop.com, or 888-552-5667 option 3) and indicate the launch frequency you desire (e.g., Daily, Weekly, Monthly). Remember, LoyaltyLoop automatically filters-out customers who have been asked to give you feedback within the prior 90-days (or as set by you). This allows you to send surveys as frequently as Daily, without sending to the same customer over and over again.