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.