LoyaltyLoop - EPMS - Export Guide

EPMS - Export Guide

Setup:  As with any software delivery from EPMS, they require their clients to submit an incident request for the interface.  This allows EPMS to ensure that the file they send will work on the EPMS version you are using.  Once you have the interface, please follow the steps below.  

1.  Double click on the LoyaltyLoop Batch export icon on your desktop.  Log into the EPMS Database.

2.  Select a Date Range and Email Type.  The Three Options you have are:
  1. Customer Email = Primary email for the customer account.
  2. Shipment Email = Email of the Contact set on the Shipment for that order
  3. Order Email = Email of the Contact set on the Sold To Tab of the Job. (Most choose this)
To view the results, click Print


 
3. You can preview the report on the screen.  To export, click the Export button (first button in the upper Left)



4. Choose the format and destination to export.  LoyaltyLoop requires the export in excel (xls, xlsx) or csv format.  Then upload your file to your LoyaltyLoop LaunchPad, or send it to your location's unique Launch File Email Address.

Note: The survey report must be placed in your Report Directory.  The location of your Report Directory is determined by your IT department when they set up the EPMS configuration.  Please check with your IT department.  If the survey report is not in your Report Directory you will receive the following message when you go to run the report. 


If you need help on any EPMS related issue, please contact EPMS through their incident request system.  



    • Related Articles

    • Cyrious SMS - Export Guide

      1. On the Cyrious SMS toolbar at the top of the program, click “Reports”, then “LoyaltyLoop”.  If you cannot find this report, please review our one-time installation guide to configure Cyrious SMS. 2. On the window that pops-up, adjust your ...

    • ePS PrintSmith Vision - Report Export Guide

      This is a guide on how to export your monthly LoyaltyLoop report from PrintSmith Vision. This assumes you have already installed the report in PrintSmith Vision. If you haven't installed the LoyaltyLoop report yet, please visit this page. 1. Go to ...

    • Corebridge - Export Guide

      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 ...

    • ActivePOS - Export Guide

      This document will show how to set up a report template in Activity POS that can be exported for the LoyaltyLoop service.  From the Home Screen click on Marketing found at the left hand side. When the Marketing menu appears click on Marketing found ...

    • CDK Lightspeed - Export Guide

      Creating Custom Reports (CDK Lightspeed) Getting Started Tip:  There are many preset custom reports that you can use.  If there is a report that is similar to what you need, you can copy that report and edit as needed to create your own. The custom ...