How do I enable the Workiz integration?

How do I enable the Workiz integration?

To start, sign in to Workiz in one browser tab, and LoyaltyLoop in another tab. Follow these steps in order.

In Workiz...

  1. Click the gear icon in upper right
  2. Click Settings
  3. Click Developer
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On the Workiz Developer page...

  1. Click the copy icon to copy your Workiz API Token to your clipboard
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In LoyaltyLoop...

  1. Click your Username, Settings, then Integrations, then select Workiz from the drop-down on that page
  2. Enter api.workiz.com into the Host box
  3. Paste your Workiz API Token into the Access Token box
  4. Select the survey you are connecting to your Workiz
  5. Click Save Changes. You will receive a success pop-up.
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You're done!

How does the integration behave?

When a job is marked Closed in Workiz, the contact is ready to be engaged by LoyaltyLoop. LoyaltyLoop will only fetch contacts from Invoice transactions where the job is Closed, ensuring it is appropriate to engage the customer for feedback and reviews.

When the integration is first connected to your Workiz, LoyaltyLoop will fetch the last 30-days of transactions. Every day thereafter, LoyaltyLoop will only fetch the new transactions since the last time it connected to Workiz.

Which Workiz Invoice fields are included in the integration?

  1. Email
  2. First Name
  3. Last Name
  4. Phone
  5. Company
  1. Address
  2. City
  3. Postal Code
  4. State
  5. Created By
  1. Client ID
  2. Job Total Price
  3. Job End DateTime

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 below, 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.

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

With the integration enabled, your data flows to LoyaltyLoop as you close jobs. 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.