Zoho CRM & Zoho Desk

Native Automation

Automate Your Feedback Loop!

If you use Zoho CRM for managing your customers, and/or Zoho Desk to manage tickets, did you know you can leverage native report automation in Zoho? LoyaltyLoop is the perfect customer experience and review platform for you.

Zoho has native report automation functionality where you can send your CRM contacts, and Desk closed ticket contacts (i.e., customers to be surveyed)to your LoyaltyLoop account automaticall.

Set it, and forget it!
Engage customer soon after their experience
Send requests as often as daily
Save time (and money) not running manual reports

Below, you'll find our Zoho report guide, walking you through the automation setup procedure. For the latest updates to Zoho reporting, always refer to Zoho support documents.

“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!”

Thomas M.

Aiken SC

How to configure an automated report in Zoho CRM

First, create the report that contains the correct Account Contacts. You probably organize your contacts differently than others, so the guidelines here are generic in nature.
Customers in Zoho are called Accounts, and they have Contacts associated with them. Create a report on the Account module, and associate the Contact module.
Then, select the columns to include in your report. At a minimum, you need only the email address. However, you should consider including First Name, Last Name, Account Name, Phone, and other details that will be helpful to you and your team when viewing feedback from this customer.
Then, set any appropriate Filters to isolate the correct Accounts and Contacts. Finally, save the report.

Now let’s schedule the report to run automatically, and email it to your LoyaltyLoop Launch File Email Address. Click the Reports tab, then click Scheduled Reports on the left, then New Report Scheduler on the top.
On the next screen, you’ll configure the automation. Choose the report you just saved, set the export to CSV. Set the start date and time, and then choose the frequency. If you send the report Daily, your surveys will be sent daily. If you send the report Weekly, your surveys will be sent weekly.

Lastly, set the Recipient to your Zoho user, and paste your LoyaltyLoop Launch File Email Address in the Additional Recipients field, then click Schedule.
Done. Your contact report will be sent automatically to you and LoyaltyLoop, and surveys will be sent on that same frequency. Remember, by default LoyaltyLoop applies a Touch Frequency Filter per your choosing, so you don’t have to worry about surveys being sent to the same contact each time your report is received.

How to configure an automated report in Zoho Desk for closed ticket contacts

If you use Zoho Desk for support emails and tickets, automate a report of all contacts from the previous day’s closed tickets. The method is very similar to Zoho CRM.

First, create a tabular report containing the day’s closed ticket contact. Your specific criteria may be different, but isolate “closed” ticket, from all or some of your agents.
Add any exclusions appropriate for your specific business. For example, if you send internal notices to your Desk, you may wish to exclude your own domain.

Next click “Scheduled Reports” from the left menu, then click the Schedule Report button.
On the form, give your schedule a name, set the time to run (we suggest early morning, like 3am) set the frequency to Daily, pick the report you just created, setting the time period to Today, and CSV format.
In the Additional Recipients field, paste your LoyaltyLoop Launch File Email Address and save your changes.

Now, each day at that time, LoyaltyLoop will receive your closed ticket contacts, putting you in position to engage them for feedback and reviews.