How do I enable the FieldRoutes integration?
- Your Host Name
- Your Authentication Key
- Your Authentication Token
(2) Second, provide the above details to LoyaltyLoop Support during your onboarding call with us. Our team will help you establish the connection correctly.
How does the integration behave?
Contact data will flow from FieldRoutes to LoyaltyLoop based on a specific trigger event. The triggering event is when a customer's appointment is marked completed in FieldRoutes. Once a day, LoyaltyLoop will fetch all contacts for completed appointments, and schedule your request for feedback and reviews per your LoyaltyLoop configuration.
During the first connection to your FieldRoutes, LoyaltyLoop will fetch the contacts for completed appointments for the last 30-days. Every day thereafter, LoyaltyLoop will only fetch the newly completed appointments since the last time it fetched data from your FieldRoutes.
What is the default survey send (launch) frequency?
When we activate your FieldRoutes integration, LoyaltyLoop will reconfigure your survey launch configuration as follows:
- Weekly Launch Frequency
- Default Launching Day on Tuesday
- Imposed 3-day delay
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.
How do I change my survey send (launch) frequency?
With the integration enabled, your data flows daily to LoyaltyLoop for completed appointments, putting you in position to have your requests for feedback and reviews get sent as soon as the next day.
If you'd like to change from the default weekly launch configuration above, please contact our support team at support@loyaltyloop.com or 888-552-5667 option 3.
Can I impose a standard delay when sending my survey?
Yes. To ensure your customer has had the appropriate amount of time to experience your service, you can impose a delay on sending your survey. As stated above, we will set a 3-day delay on the default launch configuration. If you prefer something else, including no delay, please contact our support team at support@loyaltyloop.com, or 888-552-5667 option 3. Here's a blog post explaining imposed launch delays.
Which data fields are included in the FieldRoutes integration?
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