August 2024
New hover-over data adds details and convenience
Photo by Joel Herzog on Unsplash
You’ll find a new hover-over feature throughout LoyaltyLoop that adds convenience when viewing certain data elements in the application. The phrase “hover-over” means moving your mouse cursor over a particular data element.
You’ll find this new capability in several places throughout the application, including Feedback by Customer, Opportunities, and Customers. There are several use-cases for this new hover-over feature.
Hover-Over Long Data
Sometimes data is too long to display in it’s entirety in the space provided in the application. This usually happens with long strings, or long comma-separated text. When you see ellipses on a data element, that means the data is too long to display, but you can now hover-over that element to view the entire value.
Hover-Over Opt-Outs
From your Customer view you can set a filter to view all customers who you (or they) have opted out of your survey. Now, by hovering-over the “Opt Out” label, you’ll see the date when this opt-out was added. Also, when exporting your opt-outs, you’ll also see a column with the date the opt-out was added.
Hover-Over Data to Copy
From your Feedback by Customer view, when you select a customer’s row in the table, you see that customer’s detailed survey response on the right. That detail panel includes various data elements that you included with your survey launch data. This data is part of the feedback record to help you understand the nature of the customer’s experience and significance of their feedback. You might include helpful data elements like the customer’s phone number, account number, or PO number.
When you hover-over any of these data elements, you will see a tip showing the value and clipboard icon. Simply click your mouse while hovering-over, and that element is copied to your clipboard. This is particularly handy for easily capturing a customer’s phone number or PO number to paste in follow-up emails, or other internal feedback documentation.
Native automations for Salesforce and Mothernode
Salesforce is one of the most popular and powerful CRMs on the planet. If you use Saleforce to keep track of your customers, contacts, transactions, cases and more, did you know you can automate reports to send to your LoyaltyLoop? Doing so can automate your feedback and review process.
Using a free app from Salesforce AppExchange, users can send csv files of customer contact details to their LoyaltyLoop Launch File Email Address on a schedule that matches their desired survey launch frequency (e.g. daily, weekly, etc.).
You should review the various options available on the AppExchange to send csv files containing Saleforce reports, and choose the right app for your business.
To illustrate how you might automate your LoyaltyLoop with Salesforce, here’s a great video showing how easy it is when using the free version from CloudAnswers Report Sender product.
If you use Mothernode, did you know you can create a custom report that contains your contacts, and that report can be scheduled to be emailed to LoyaltyLoop on a regular basis? Automating your feedback and review process is not difficult when you pair your Mothernode system with LoyaltyLoop.
First, determine which Mothernode module contains the correct contact data for who should be surveyed and asked for reviews. Then configure your report with the fields that are important to you, and aligned with your survey.
You can include any other fields that help you understand the significance of that customer's feedback. For example, including the produce or service purchased, the transaction amount, and other details can be very helpful.
Lastly, you want copy your LoyaltyLoop Launch File Email Address, which is the address to which you will send your custom scheduled Mothernode reports.
Here are the instructions for creating a Mothernode custom report, and here's a great Mothernode video explaining the same.
When configuring your Salesforce, Mothernode, or any other system reports, to send to LoyaltyLoop, at a minimum, they should include the customer's first name and email address (or mobile phone, if using LoyaltyLoop with SMS). But you can include any other fields that will be helpful to you when reading the customer's feedback.
Always remember to send your automated reports to your LoyaltyLoop Launch File Email Address. Data files sent to your Launch File Email Address are automatically associated with your specific survey.
When your data files are received to your Launch File Email Address, this will trigger an On Demand launch of your survey. Simple and automated.
Leveraging Net Promoter ScoreSM in Your Business
Section 9: In conclusion
If you've been reading our monthly posts, you've been reading each section of our latest white paper, "Leveraging Net Promoter Score in Your Business". This month, we bring it to a conclusion.
Net Promoter Score is a useful metric to help businesses understand their customers’ experience and find ways to improve their business. Net Promoter Score is gathered by asking customers one question on a scale of one to ten, and other scales: “How likely is it that you would recommend {Company/Brand} to a friend or family member?” Customers responses are categorized as Detractors, Passives, and Promoters.
These scores are then used to calculate Net Promoter Score using a formula, resulting in a score on a scale from -100 to +100. Businesses can use this score as a benchmark for their customer experience and gauge their growth and improvement over time. Using feedback from customers, businesses can improve their processes and products to better serve their customers and improve their Net Promoter Score.
Net Promoter Score is just one of many metrics that help businesses to understand customer experience. It should be taken into consideration with a range of other metrics. Customer feedback trends have evolved over the years from surveys in-store, in the mail, on the phone, via email, to website surveys – but they are just that: trends. It is important to be agile and stay on top of customer feedback developments as the customer loyalty landscape evolves.
For additional reading on Net Promoter Score, check out The Ultimate Question 2.0 by Fred Reichheld.
Download the entire white paper “Leveraging Net Promoter Score in Your Business” here.
FTC Rule Bans Fake Reviews and Testimonials
Here’s some good news coming out of the Federal Trade Commission this month. The FTC has issued their final ruling banning fake reviews.
If you read our posts, we’ve discussed proper handling of fake reviews in general, and avoiding bad temptations with Google reviews specifically.
Fake reviews have become a large problem for online sellers and buyers alike, undermining the credibility of the entire marketplace. That does not help anyone, except for unscrupulous people and companies attempting to deceive buyers.
The FTC’s effort to address this matter started back in 2022, and concludes this month with a final ruling.
When it comes to soliciting feedback, reviews and testimonials, always execute a process that is based on trust, professionalism, and respect. If you’re not using a service like LoyaltyLoop, consider it. The processes executed in services like LoyaltyLoop ensure your customers are engaged appropriately, and your use of their feedback, reviews and testimonials is handled with proper care and diligence.
As stated in the FTC’s press release, the final rule prohibits:
Fake or False Consumer Reviews, Consumer Testimonials, and Celebrity Testimonials
"The final rule addresses reviews and testimonials that misrepresent that they are by someone who does not exist, such as AI-generated fake reviews, or who did not have actual experience with the business or its products or services, or that misrepresent the experience of the person giving it. It prohibits businesses from creating or selling such reviews or testimonials. It also prohibits them from buying such reviews, procuring them from company insiders, or disseminating such testimonials, when the business knew or should have known that the reviews or testimonials were fake or false."
Buying Positive or Negative Reviews:
"The final rule prohibits businesses from providing compensation or other incentives conditioned on the writing of consumer reviews expressing a particular sentiment, either positive or negative. It clarifies that the conditional nature of the offer of compensation or incentive may be expressly or implicitly conveyed."
Insider Reviews and Consumer Testimonials:
"The final rule prohibits certain reviews and testimonials written by company insiders that fail to clearly and conspicuously disclose the giver’s material connection to the business. It prohibits such reviews and testimonials given by officers or managers. It also prohibits a business from disseminating such a testimonial that the business should have known was by an officer, manager, employee, or agent. Finally, it imposes requirements when officers or managers solicit consumer reviews from their own immediate relatives or from employees or agents – or when they tell employees or agents to solicit reviews from relatives and such solicitations result in reviews by immediate relatives of the employees or agents."
Company-Controlled Review Websites:
"The final rule prohibits a business from misrepresenting that a website or entity it controls provides independent reviews or opinions about a category of products or services that includes its own products or services."
Review Suppression:
"The final rule prohibits a business from using unfounded or groundless legal threats, physical threats, intimidation, or certain false public accusations to prevent or remove a negative consumer review. The final rule also bars a business from misrepresenting that the reviews on a review portion of its website represent all or most of the reviews submitted when reviews have been suppressed based upon their ratings or negative sentiment."
Misuse of Fake Social Media Indicators:
"The final rule prohibits anyone from selling or buying fake indicators of social media influence, such as followers or views generated by a bot or hijacked account. This prohibition is limited to situations in which the buyer knew or should have known that the indicators were fake and misrepresent the buyer’s influence or importance for a commercial purpose."
Here is the PDF of FTC Final Ruling in complete detail, for those more ambitious souls.
Upcoming events - we hope to see you there!
Sept 10-12, 2024
Las Vegas Convention Center, Las Vegas NV
Visit LoyaltyLoop, booth #C907
PRINTING United Expo is the most dynamic and comprehensive printing event in the world. Bringing together the entire printing industry in one place to experience over a million square feet of equipment, solutions, and the latest trends! Walk the show floor to see your favorite vendors and uncover new ones, have meaningful conversations with printers and manufactures, and discover what’s next for your organization – infinite opportunities await you!
August 26-28, 2024
Orlando World Center Marriott, Orlando FL
Visit LoyaltyLoop, booth #18
If you’re a FieldRoutes user, mark your calendar for the biggest opportunity for lawn, landscape, commercial cleaning, and pest control professionals looking to get the most out of their software and stay ahead of emerging industry trends.