How to edit survey launch contacts

As a LoyaltyLoop Premier Plan user, you have two options for launching your dormant survey campaign: automatic launch or manual review.  This guide provides step-by-step instructions for reviewing your list of dormant contacts and scheduling your dormant survey launch.

From the left main menu, (1) select the Launch Icon.  If you have a dormant customer list available, you will see the file in your (2) Launch Pad.  To review the list, (3) select the 'Edit' icon.

Now, review your list of contacts.   There are 3 statuses available to each contact. 

1. Include = The contact will be included in your campaign and receive a survey invitation.
   
2. Skip = The contact will be skipped from this campaign, but will be eligible to be included in future LoyaltyLoop campaigns.
   
3. Opt-Out Always = The contact will be add to your LoyaltyLoop Opt-Out list and excluded from this and all future LoyaltyLoop campaigns. 
   

By default, your contacts are included in the campaign, but (4) using the drop down box you can 'Skip' contacts from this upcoming campaign or 'Opt-Out Always' which removes the contacts from all future LoyaltyLoop campaigns.  Once you have finished editing your contact list, (5) click 'Return to Launch Pad'.

To schedule your campaign launch, (6) click the calendar icon and (7) select the date you want your customers to receive their survey invitation.

You will then be asked to (8) confirm your selection.

You have now scheduled your dormant survey campaign!

Unable to view the action buttons when on your Launch Pad?

This means your browser is Zoomed in too much to display the options.  Zoom out and your action icons will be available!

• Related Articles

• LoyaltyLoop Survey Launch Schedule

  To ensure high response rates, LoyaltyLoop surveys launch Monday through Friday, excluding US Federal and company holidays, as per below: 2025 Company-Observed Holidays (Suspended Survey Launches) Day Holiday Wed, Jan 1 New Years Day Mon, Jan 20 ...

• What contacts are included in my final survey launch list?

  When we receive your contacts to survey, regardless if you send your data in a sheet or via our API, you do not need to pre-filter the data.  You should simply set a consistent date rate (e.g. last 7 days), and send the raw output data.  LoyaltyLoop ...

• How do I edit my survey?

  LoyaltyLoop surveys are managed by LoyaltyLoop Support for you. LoyaltyLoop is not survey software like Survey Monkey and other generic survey tools. The LoyaltyLoop service is designed to gather specific customer experience insights, and behave in ...

• Can I send a customer a survey invitation now? Request Now!

  As a matter of practice, LoyaltyLoop automates and manages the process of requesting feedback from your customers and clients. However, from time to time the need may arise when you wish to manually send a request to a single contact. The new Request ...

• LoyaltyLoop Business Rules Explained

  One of the unique qualities of LoyaltyLoop is the option to set “Business Rules” that tune your customer surveys to your specific business, ensuring the correct customers are engaged for feedback at the right time. Once configured, these rules become ...