Corebridge - API Automation Guide
Corebridge and LoyaltyLoop have integrated their software to make it even easier for you to use our services. The integration will enable Corebridge users to automatically generate the data needed for LoyaltyLoop to drive your 5-Star customer reviews, customer testimonials, sales leads and referrals, and overall timely feedback after jobs are completed.
These instructions will explain, step by step, the process for automating, which involves both exporting data for customer transactions that occurred BEFORE setting up the automatic data send and setting up the auto send to capture customer transactions AFTER that point.
STEP 1: Log into Corebridge. Enter your username and password, then click Login.
STEP 2: Click on “Sales Module” and scroll down to click on “Management”
STEP 3: On the Management Module screen click “Global Settings”
STEP 4: Click on “Services”
STEP 5: Click on “Generate Report”. In this step we will manually run the report to export the data for transactions that occurred in the past. This will capture customers who purchased BEFORE the automatic data send begins.
NEXT: Select the Beginning and Ending Date ranges for your last manually exported file. It is your preference how far you go back, but generally we recommend going back 60 days.
NEXT: Click the “location” pull down field and select your location. Click the “View Report” button. You may scroll down and to the right to see all the fields.
NEXT: Export the report by clicking the save/export icon and selecting “Excel”. Then save the file to a known location.
STEP 6: Navigate to where you saved the file, attach it to an email and send it to support@LoyaltyLoop.com. If this is your first time sending a list to LoyaltyLoop, please include your name, company, city, state, address in your signature line or somewhere in the email. This export file captures customer transactions that occurred BEFORE your automatic sending of transactions began.
STEP 7: Now that we have exported customer transactions from the past, we can now set up the automatic sending of data for future sales. This process will capture customer transactions and automatically send them from this point forward. Click on the “Services” tab and then click on “Enter Integration Settings”.
STEP 8: Contact our support team at Support@LoyaltyLoop.com to get your API Key needed for Corebridge.
STEP 9 (FINAL STEP): Enter in the Survey ID and API from in Step 8 of this guide, select “Daily” for “Report Frequency”, and click “Save Settings”. LoyaltyLoop will combine daily reports and send email requests for feedback (aka “launch” the survey) for the combined lists based on the frequency of your service (which is monthly by default). Please contact your regional manager, brand specialist, or Support@LoyaltyLoop.com to change your launch frequency or learn more about these options and pricing.
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