The process is simple. You will first configure PrintVis to send contacts to LoyaltyLoop, then you'll configure PrintVis to receive responses from LoyaltyLoop. Here are the steps:

Before you begin, get your LoyaltyLoop API Key

Before you begin the connection in PrintVis, create your LoyaltyLoop API key.

1. Sign into LoyaltyLoop with an Admin user account
2. Click your username, then Settings, then API Keys
3. Click the plus (+) button to create a new API Key
4. Label the API Key "PrintVis", and copy the Key to a Notepad or other file (or just to your clipboard)

1. Install PrintVis LoyaltyLoop Integration app.

2. Establish the service connection

Sign into PrintVis, and search for the Service Connections page and select LoyaltyLoop Integration

3. Enter your LoyaltyLoop API key and click the Enabled checkbox

4. Click Get Survey ID to display a list of surveys you have setup at LoyaltyLoop

5. Select the survey to connect to PrintVis and click OK

Now, your survey is connected, and contacts from recent PrintVis transactions will be sent to your LoyaltyLoop account.

6. Schedule LoyaltyLoop Response Updates into PrintVis

If you want to see LoyaltyLoop response data from the customer or contact pages, you will need to setup a job queue and schedule how often you want PrintVis to get updated LoyaltyLoop information.

7. Schedule LoyaltyLoop Response Updates into PrintVis

Complete the highlighted fields and click Set Status to Ready. In the below example PrintVis will receive updated LoyaltyLoop responses at 9:00pm everyday starting February 29, 2024.

8. Set Status Code that will send data to LoyaltyLoop

To send PrintVis case (order) information to LoyaltyLoop, you will need to setup at which status you want the data sent. Search Status Codes and select the Status Code you want to use to send data to LoyaltyLoop.

9. In the Integration section, click the Send Case Data to LoyaltyLoop checkbox

How does the integration behave when sending data to LoyaltyLoop

The LoyaltyLoop integration will use the email address from the Sell-To Contact when sending data to LoyaltyLoop. If the case does not have a contact or the contact email is blank sending to LoyaltyLoop will be skipped.

The email address is set up in the communication section of the contact.

Which PrintVis fields are included in the integration?

Once the case moves to the Status Code with the LoyaltyLoop checkbox checked, the following case data will automatically be sent to LoyaltyLoop:

Yes. To ensure your customer has had the appropriate amount of time to experience your product or service, you can impose a delay on sending your survey. As stated below, we will set a 3-day delay on the default launch configuration. If you prefer something else, please contact our support team at support@loyaltyloop.com, or 888-552-5667 option 3. Here's a blog post explaining imposed launch delays.

How do I change my survey send (launch) frequency?

With the integration enabled, your data flows to LoyaltyLoop as you close transactions. You are now in position to have your surveys sent soon after the customer experiences your business.

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.