Unlocking Better B2B Insights: Reorganize Accounts by Launch Data

Are You Seeing the Full Picture? How to Group Feedback by Account

In the world of B2B, a single "customer" is rarely just one person. It’s a collection of stakeholders, often using a mix of corporate and personal email addresses. If your feedback platform only groups data by email domain (like @company.com), your view of a client’s health can become fragmented and misleading.

For our LoyaltyLoop Premier users, there is a better way to gain clarity.

The Power of Launch Data Tags

By default, LoyaltyLoop organizes Accounts by email domain. While effective for many, it doesn’t account for the complexity of modern B2B relationships.

Did you know you can reorganize your Feedback by Account view using any attribute from your launch data? Whether you want to roll up feedback by Company Name, Parent Account, or Industry, you have the power to define what an "Account" looks like in your dashboard.

3 Steps to Reorganize Your View

Ready to clean up your reporting? Follow these steps to switch from domain-based grouping to attribute-based grouping:

1. Navigate: Go to the Customers menu and select Accounts, then click the Gear Icon in the upper right corner.

2. Configure: Change the Rule Type from "Email Domain" to "Launch Data Tag."

3. Update: Select the specific tag you wish to use (e.g., Company Name) and click Update Account Groups.

Note: This kicks off a rebuilding process for your groupings, which typically takes a few minutes to complete.

Why This Matters for Your CX Strategy

Once the process is complete, your "Feedback by Account" view will display your chosen attribute as the primary column. When you click into an account, you’ll see every contact associated with that specific Company Name, regardless of the email address they used to respond.

This unified view allows you to calculate a more accurate Net Promoter Score (NPS) and track customer experience metrics across your entire book of business with surgical precision.

Stop guessing and start growing. If you’re ready to see how LoyaltyLoop’s advanced reporting can transform your B2B relationships, schedule a personal demo and see our Premier features in action.

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By: John DiPippo