Need a refresher on LoyaltyLoop features and functionality? Trying to learn something specific? Looking to increase your knowledge on measuring your customer’s experience or anything related to your LoyaltyLoop service.
While you can always book a general training session with our support team, you can now book a training on these specific topics. These sessions are available to any LoyaltyLoop User, and you can sign up at the links below.
Class format:
- Zoom meeting
- 1 on 1, or with your team
- Interactive
- 45 minutes (30 minute class, 15 minute Q&A)
- General agenda as outlined below
The 5 classes are:
- Getting Started with LoyaltyLoop
- Using LoyaltyLoop - Surveys & Feedback
- Using LoyaltyLoop - Reviews & Testimonials
- Using LoyaltyLoop - Leads and Referrals
- Keeping Your LoyaltyLoop Fresh
Getting Started with LoyaltyLoop
- What LoyaltyLoop does
- Your survey is configured and managed (by us) - Settings, Survey Preview
- Review your Settings - which ones really matter
- Adding Users (Admin, Std, Read-only)
- Connecting Google Profile - why it matters
- Ensuring email deliverability (SPF/DKIM/DMARC)
- Getting Testimonials to appear on your website (widget or API)
- What’s the difference between a Google Review and a Testimonial?
- UI walk through, pages and icons, finding your Settings, getting Help
- CX Metrics explained, NPS, CSAT, PQUAL, CES
- Q&A
Using LoyaltyLoop - Surveys & Feedback
- Choosing your scales
- Your standard and custom business rules and launch configuration
- Responding to Detractors quickly
- Negative Feedback is a Positive for your business
- Sending/launching surveys
- Initiating a survey launch
- On Demand via Launch Pad
- On Demand via Launch File Email Address
- On Demand (bypassing all filters) via Send Now
- Automated via Integrations/Automations
- Data to include with survey launches
- The importance of consistent launch file format
- Including other fields that will be helpful to you
- Viewing Feedback (by Customer, by Comment, by Question)
- Viewing Feedback by Filter
- Setting/receiving Feedback Alerts
- Opt-out customers from your surveys
- Q&A
Using LoyaltyLoop - Reviews & Testimonials (Promoter plan)
- Connecting your Google Business Profile
- What’s the difference between a Google Review and a Testimonial?
- Understanding Google Reviews
- Google Review Do's and Don'ts
- Encourgaing customers to post Google Reviews
- Updating your Review Thank You page and Review Reminder email
- Tracking your Google Reviews
- Replying to your Google Reviews
- Running manual Google Review campaigns
- Alerting when Google Reviews are received
- Adjusting who is encouraged to post reviews
- Adding Testimonial widget to your website
- Publishing Testimonials to your website
- Sharing Testimonials to your social followers
- Other ways to use your Testimonials in your marketing
- Q&A
Using LoyaltyLoop - Leads and Referrals (Promoter plan)
- Cross-selling your other services via your your survey
- Updateing your “other services” list
- Viewing Leads, getting alerted about Leads
- Running On Demand Lead Follow-Up Campaigns
- Soliciting referrals from your survey
- Viewing Referrals, getting alerted about Referrals
- Exporting Leads and Referrals to import into CRM or other
- Q&A
Keeping Your LoyaltyLoop Fresh
- Optimizing Your LoyaltyLoop Account
Reviewing your survey and email wording from time to time for freshness
Review survey scales from time to time for freshness
Ensure your signature is current
Ensuring email deliverability (SPF/DKIM/DMARC)
Publishing Testimonials Settings
Custom one-off surveys
Q&A