Your Annual LoyaltyLoop Maintenance Checklist:

Annual Admin Checklist for Optimizing Your LoyaltyLoop Account

By following this checklist each year, you can ensure that your LoyaltyLoop account is primed for continued success. If you have any questions or need assistance, don’t hesitate to reach out to our support team at (888) 552-5667 or support@loyaltyloop.com.

Your Annual LoyaltyLoop Maintenance Checklist:

User Management:

    •  User Audit: Review the list of users with access to your LoyaltyLoop account.
    •  Permissions: Ensure that each user has the appropriate permissions.
    •  User Additions/Removals: Add new users or remove inactive ones.
    •  Training: Schedule training calls for new users with our support team.
    •  Alerts: Make sure your team is receiving the appropriate LoyaltyLoop notifications

Location Details:

  •  Address: Has your business moved? If yes, please contact support@loyaltyloop.com
  •  Add a New Location: Has your business expanded? Add an additional location to capture feedback specific to a new customer or drive feedback results to a new physical location.

Customer-Facing Materials:

  •  Email Signatures: Check that email signatures are up-to-date and consistent with your branding.
  •  Survey Invitations: Review the wording and tone of your survey invitations.
  •  Survey Reminder: Ensure that the reminder is clear and effective.
  •  Survey Resend: LoyaltyLoop has a manually generated Resend Survey Link feature. Review and, if necessary, update the wording.
  •  Review Reminder (not applicable for Basic plan): Encourage your customers to share their experience.
  •  Reminder: If SMS is enabled in your account, review email and SMS versions of the customer facing materials. Multi-location and multi-survey accounts should audit customer-facing materials for each location/survey.

Survey Review:

  •  Branding: Verify that your logo and color scheme are accurate.
  •  Questions: Ensure that survey questions are clear and concise.
  •  Survey Scales: Check that your choice of the survey scales are appropriate for your needs. Is it time to change your survey scales to freshen it up?
  •  Cross-Selling and Referrals (not applicable for Basic plan): Confirm that the wording and the products and services offered are accurate and aligned with your business goals.
  •  Reminder: To update your survey, please contact support@loyaltyloop.com

Email Address:

  • New email domain? If you changed your email domain, make sure to connect with our Support Team so we can give you the proper domain settings (SPF, DKIM) that will ensure high email deliverability.

Testimonial Widget (not applicable for Basic plan):

  •  Widgets are live: Verify your widgets are on your website.
  •  Configuration: Ensure your widgets are configured to your needs.
  •  Published: Check that testimonials are published to your widget.
  •  Tip: Your account can support multiple widgets. Consider a horizontal widget or badge for your home page and a vertical widget for a testimonial page.

  •  Integrations:

    •  Review: LoyaltyLoop Integrations and Automations are available to streamline your process of engaging customers for feedback and reviews.

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