New LoyaltyLoop Live Training Classes for 2025
Photo by Vasily Koloda on Unsplash
Need a refresher on LoyaltyLoop features and functionality? Trying to learn how to do something specific? Looking to increase your knowledge on measuring your customer's experience or anything related to your LoyaltyLoop service.
While you can always book a general training session with our support team, you can now book a training on these specific topics. These sessions are available to any LoyaltyLoop User, and you can sign up at the links below.
Class format:
- Zoom meeting
- 1 on 1, or with your team
- Interactive
- 45 minutes (30 minute class, 15 minute Q&A)
- General agenda as outlined below
The 5 classes are:
- Getting Started with LoyaltyLoop
- Using LoyaltyLoop - Surveys & Feedback
- Using LoyaltyLoop - Reviews & Testimonials
- Using LoyaltyLoop - Leads and Referrals
- Keeping Your LoyaltyLoop Fresh
Getting Started with LoyaltyLoop
- What LoyaltyLoop does, and how it does it
- How your survey is configured and managed (by us) - Settings, Survey Preview
- How to review your Settings - which ones really matter
- Adding Users (Admin, Std, Read-only)
- Connecting Google Profile - why it matters
- Ensuring email deliverability (SPF/DKIM/DMARC)
- Getting Testimonials to appear on your website (widget or API)
- What's the difference between a Google Review and a Testimonial?
- UI walk through, pages and icons, finding your Settings, getting Help
- CX Metrics explained, NPS, CSAT, PQUAL, CES (how used, calculations)
- Q&A
Using LoyaltyLoop - Surveys & Feedback
- Choosing your scales
- Your standard and custom business rules and launch configuration
- Responding to Detractors quickly
- Negative Feedback is a Positive for your business
- How surveys are sent/launched
- How do you initiate a survey launch
- On Demand via Launch Pad
- On Demand via Launch File Email Address
- On Demand (bypassing all filters) via Send Now
- Automated via Integrations/Automations
- Data to include with survey launches
- The importance of consistent launch file format
- Including other fields that will be helpful to you
- How to view Feedback (by Customer, by Comment, by Question)
- How to view Feedback by Filter
- Setting/receiving Feedback Alerts
- How to opt-out customers
- Q&A
Using LoyaltyLoop - Reviews & Testimonials (Promoter plan)
- Connecting your Google Business Profile
- What's the difference between a Google Review and a Testimonial?
- Understanding Google Reviews
- Google Review Do's and Don'ts
- How customers are encouraged to post Google Reviews
- Updating your Review Thank You page and Review Reminder email
- Tracking your Google Reviews
- Replying to your Google Reviews
- Running manual Google Review campaigns
- Alerting when Google Reviews are received
- Adjusting who is encouraged to post reviews
- Adding Testimonial widget to your website
- How to publish Testimonials to your website
- How to share Testimonials to your social followers
- How else you can use your Testimonials in your marketing
- Q&A
Using LoyaltyLoop - Leads and Referrals (Promoter plan)
- How your survey cross-sells your other services
- How you update your "other services" list
- Viewing Leads, getting alerted about Leads
- Running On Demand Lead Follow-Up Campaigns
- How your survey solicits referrals
- Viewing Referrals, getting alerted about Referrals
- Exporting Leads and Referrals to import into CRM or other
- Q&A
Keeping Your LoyaltyLoop Fresh
- Optimizing Your LoyaltyLoop Account
- Reviewing your survey and email wording from time to time for freshness
- Review survey scales from time to time for freshness
- Ensure your signature is current
- Ensuring email deliverability (SPF/DKIM/DMARC)
- Publishing Testimonials Settings
- Custom one-off surveys
- Q&A