April 2023
Tip
Does your back-office system support automated scheduled reports?
Whether it’s a CRM, an online task manager, web browser, or word processor; there are always hidden features buried within the software that can make our lives easier. Sometimes these overlooked features can provide tremendous benefit.
If you are not leveraging one of our native automations, partner automations, or Zaper automations, to get your contacts into LoyaltyLoop, we have a tip that might help. Many back-office systems have built-in capabilities to generate a report, automatically run it on a schedule, and have it emailed. Check to see if your software provides this capability, in total or in part.
If it is capable, our team can help you create the correct LoyaltyLoop report, schedule it to run daily, and have it emailed to your LoyaltyLoop account using your Launch File Email Address. If your system supports this type of report, it’s the next best thing to using one of our API integrations. Even if your system doesn’t support the emailing of reports, having the reports generated automatically on a schedule, will give you what you need to quickly drag & drop it into your LoyaltyLoop Launch Pad.
Here’s a great example. One of the most popular pieces of software for small businesses is Quickbooks Online (or QBO). QBO has this exact type of automation. When you customize and save a “Transaction List by Customer” report, you can then set it to run on a schedule, and email it on that schedule. While slightly different, even Quickbooks Desktop has this type of automation.
If you’re not using Quickbooks, it’s still possible you have this type of automation. Check with the support team of the software you use to manage your sales, and they may be able to help you find and use native functionality to accomplish the same thing. If your software doesn’t have such a feature, double-check with third-party automation services like Zapier or IFTTT.
Remember, automation can increase your efficiency and productivity by reducing manual labor and human error. Furthermore, it can help businesses stay competitive by reducing costs, and freeing up employees’ time allowing them to focus on more strategic and creative tasks.
Tip
Did you know you can change what the widget displays in your published testimonials?
When using LoyaltyLoop testimonial widgets to display your published testimonials on your website, did you know you can control what customer details and other attributes are displayed? Edit the widget in use on your site, and you’ll be able to play around with its appearance, preview it, and save it. Then, your live testimonials will now reflect those settings.
Note, these settings do not work if your organization uses the LoyaltyLoop API to fetch and display testimonials. You would need to contact your web team to make any changes to the appearance of the testimonials.
Tip
Did you know you can add custom CSS to style your testimonial widgets appearance?
If you know how to code in HTML and CSS, you can further customize the appearance of your testimonial widget’s on your website. This can be handy to change the background color, font size, and other attributes to more closely match your website. If you don't know HTML and CSS, but rely on a web developer, in seconds they will be able to provide the code to make your testimonial widget more closely match your website's look.
Note, these settings do not work if your organization uses the LoyaltyLoop API to fetch and display testimonials. You would need to contact your web team to make any changes to the appearance of the testimonials.
Tip
Did you know there are help videos on each page?
Throughout the LoyaltyLoop application, you’ll see a question mark icon in the row of controls. Did you know that when you click that icon, and you’ll see short videos explaining how to use the page you’re on? These videos are short, sweet, and right to the point explaining how to use that part of LoyaltyLoop. Would you like to see the complete list of all these helpful videos? Just click the Help icon on the left main menu, or on the menu under your username.
Tip
Did you know you can submit a ticket from the Help section?
If you ever have a question about LoyaltyLoop, your first stop should be the Help section in LoyaltyLoop. You find this section by clicking the Help icon on the left main menu, or from the menu under your username.
In addition to finding lots of great videos explaining the service, you can also find our contact details. You can even submit a ticket to request help from one of our experts right on that page.
