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.
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.
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