Automate LoyaltyLoop Feedback and Reviews when using DocketManager
If you run your business on DocketManager MIS you can easily automate your customer feedback and review process. This automation is handled using DocketManager's Zapier integration to LoyaltyLoop. With the customer feedback Zapier connection set up, contacts from your recent transactions flow automatically to your LoyaltyLoop account. This allows your LoyaltyLoop account to engage customers for feedback and reviews as soon as the day after the order without any effort from you.
Here's how to get started:
Create a LoyaltyLoop API Key
Admin users will select 'API Keys' from the settings menu.
Then, click the '+' button to generate a new key.
Here you can name and save your API token. We recommend including DocketManager and Zapier in the name, such as Zapier (DocketManager).
Now copy your unique API token.
Send Request to DocketManager Support
Now you will open a ticket with
DocketManager Support requesting they enable your LoyaltyLoop Zapier Integration. In your request, include your LoyaltyLoop API token.
Subject: LoyaltyLoop Zapier Integration
Description:
Hello DocketManager Support,
We are currently working with LoyaltyLoop to manage our customer feedback and reviews. Can you please set up our LoyaltyLoop Zapier Integration? Our LoyaltyLoop API Token is {Insert your API Token}.
Notify LoyaltyLoop Support When the Integration is Complete
DocketManager Support will send you a confirmation when the integration is setup is complete. With the integration enabled, your data flows to LoyaltyLoop as you close transactions. Upon initial setup of your account, it is configured to receive data via manual upload or email. Please contact our support team at
support@loyaltyloop.com or 888-552-5667 option 3 and let us know will now be using the DocketManager Zapier integration.
By default, and unless you specify otherwise, upon activation of the integration LoyaltyLoop will reconfigure your survey launch configuration as follows:
- Weekly Launch Frequency
- Default Launching Day on Tuesday
- Imposed 3-day delay
If you'd like a different
launch configuration, please contact our support team at support@loyaltyloop.com or 888-552-5667 option 3.
Your existing
Touch Frequency Filter (TFF) will be maintained. For example, our default TFF is 90-days, meaning customers (based on email address) who have been asked to give you feedback within the prior 90-days (or as per your specific setting), will be removed from your launch. This prevents "over-touching" the same person too often.
Which Fields are Included?
The following fields are included in the standard DocketManager Zapier integration.
| 1. Email | 5. State | 9. TxnID | 13. Address |
2. FirstName | 6. ZipCode | 10. TxnDesc | 14. Total sale |
3. LastName | 7. TxnDate | 11. Company | 15. CSR |
4. City | 8. CustomerId | 12. JobTitle | 16. Ship Date |