ePS PACE - Report Export Guide

To drive your customer feedback and reviews, LoyaltyLoop needs a data file that contains contact information for recently closed-out orders (shipped or invoiced).

AUTOMATED REPORTS

You can automate the process of sending recent orders to your LoyaltyLoop account. You'll never need to manually send in reports when using the automation.

This guide explains how to install a custom report in PACE to extract the contacts for recent transactions, and have that report automatically emailed to LoyaltyLoop. We recommend having your LoyaltyLoop Launch File Email Address handy before proceeding with this guide.

Requirements

There are 3 requirements to utilize the PACE Automation for LoyaltyLoop.

1. You must have the PACE Custom Reports module. See the Appendix section below for details.

2. You must be signed into PACE with an Administrator Account. See the Appendix section below for details.

3. You must have the LoyaltyLoop PACE Custom Report saved someplace accessible to the computer running PACE.

Download the LoyaltyLoop-PACE Custom Report, which captures the last 30 days of PACE transactions and associated Job Contacts based on the PACE invoice Posted Date. You do not need to worry about the same transactions appearing in subsequent reports. LoyaltyLoop automatically applies filters to avoid over-touching the same contact email address. This enables you to instruct LoyaltyLoop to launch your surveys as frequently as daily, weekly (recommended), or as infrequently as monthly, with the confidence of knowing the same contact (email address) will not be surveyed repeatedly.

1. Adding the Custom Report to PACE

Click Administration/System Setup, then Report Files

Then, click Add

Next, click Choose Files and select the LoyaltyLoop Custom Report you saved on your PACE computer. Give the file the exact name of the file name (copy/paste), then click Add.

On the confirmation screen, click Update, and the Custom Report will be added to PACE.

2. Configure PACE to run the Custom Report (i.e. set the report front end)

Click Administration/System Setup, then Reports

Next, click Add New Report

Click the picker icon next to the Name field, and then find/select the LoyaltyLoop.rpt report file (or the filename as specified by LoyaltyLoop Support). Add it to the Accounts Receivable Module (or another location of your choosing), give it a friendly display name like “LoyaltyLoop Report”, set the Export Type to XLS, then click Add. The report front end is now added, and you can run the report.

To run the report manually and preview the results, go to Accounting/Receivables, and click LoyaltyLoop Report under the General section. If you save the LoyaltyLoop Report someplace else, navigate to that location and click the report.

3. Set the Scheduled Task to run and email the report automatically

Click Administration/Customization, then click Scheduled Tasks from the Events & Notifications section.

Click Add New

Now give the Scheduled Task a Name, set the Type of task to be Report, and then click the drop-down menu next to the Report section to find/select the LoyaltyLoop report, then click Add.

In the Schedule section enter today as the start date, and set end date to the last day PACE permits.

Then, click Add in the Recurrence Definitions section. In the pop-up, choose the Type of recurrence that is right for your business and then click Update. The Recurrence you set will be when you want your surveys to be sent. We recommend setting Recurrence to Weekly. Enter the integer for the hour you want the report to run, then set the Day of Week to Monday.

If you set the Recurrence to Weekly on Monday, the report is emailed to LoyaltyLoop every Monday, and your survey will be sent on Tuesday. If you prefer to send surveys daily, then set the Recurrence to Daily. Your report will be emailed to LoyaltyLoop daily and your survey will be sent on the next available launch day (Tuesday, Wednesday or Thursday).

Now let’s set up the email that will be sent automatically per your settings in the prior step, with your Custom Report in XLS format attached.

Click Outputs, then go to the Email Message Definitions and click Add New Output. In the pop-up, select the Default Email template (or LoyaltyLoop Email template if one exists), then click Add.

Next, click Add New Email Recipient.

Set the Recipient Type to Manual, and confirm the Recipient Address Type is set to TO, then click Add.

On the next pop-up, set the Type to Email, and enter your LoyaltyLoop Launch File Email Address surrounded by double-quotes, then click Update, then Add on the pop-up window beneath.

Hit the Update button on the next screen, and you should see your LoyaltyLoop Launch File Email Address is set as the recipient.

Click Update on the next screen. You’re done! Your LoyaltyLoop PACE report is now scheduled to run automatically and email your data to your us at your LoyaltyLoop Launch File Email Address. Congratulations!

APPENDIX

Confirming if you are signed in as the PACE Administrator, and you have the Custom Report Module.

Go to Administration/System Information & Licensing…

…click Customization Licenses…

If you can see this Customization Licenses tab and details, you are signed in as the PACE Administrator.

Look for the Custom Reports and you should see a “YES” or checkbox, indicating the module is part of your PACE system. If you do not see the Custom Reports module, please contact PACE Support before proceeding with this guide.

MANUAL REPORTS

If generating manual reports, we encourage you to upload or send this data to LoyaltyLoop for processing as frequently as feasible for you. Attached, you will find a PACE sample export report, with column headings that your data file should include. If you envision future survey questions that require additional data fields, you may include those in your data file as well by adding them after the last column heading shown on the example. This specific report example was written on a version prior to Version 27, but will give you an idea of what you will need. If additional help is needed generating the report, please contact ePS or our support team.

Once your report is generated, save it in any one of the following formats (.xls, .xlsx, .txt, or .csv). Then upload it to your LaunchPad, or send it to us using your location's Launch File Email Address.

When sending your very first report, please note on the email “THIS IS OUR FIRST REPORT”.

A simple way to remember to generate and send the data file is to create a recurring calendar entry in your Outlook, Google calendar that fires on the day you close your books reminding you to “Generate and Send File to LoyaltyLoop”. Make a ‘cheat sheet’ of the steps you need to take in PACE to generate the LoyaltyLoop report and save it to your calendar entry as an attachment. Then when it fires, you’ll have everything at your fingertips to generate the file.

DUPLICATE DATA?

Regardless whether you use automated or manual reports, tou don't need to worry about cleaning your data or removing duplicates. LoyaltyLoop automatically removes duplicates from your data file, cleans it up, and manages how often to ask for feedback from repeat buyers. All you need to do is tell us that you don’t want any repeat or regular customers to receive the survey more often than X days (our default is 90 days), and we handle it. Most printers run with 90 days between surveying repeat customers because 4 times a year for a regular health check is not too long to wait to hear if there are issues, and not too frequent where the surveys annoy the customer.