Understanding LoyaltyLoop icons and controls
LoyaltyLoop uses various icons and graphics throughout the product to help you navigate, and accomplish that things you wish to do.
If you operate multiple locations, and they are added to your LoyaltyLoop subscription, use this tool to select which location(s) results you wish to view. LoyaltyLoop will present the aggregated results for your chosen locations.
When viewing results in a table, select one or more rows and click the Print button to print them out. When viewing an individual survey response, clicking the Print button will print just that response. If you wish to save the printouts as a PDF file, click the Print button and change your printer to PDF.
To customize the columns to show on a table, click this icon. This can be handy if you don't use certain column data consistently, and wish to hide it from view. LoyaltyLoop will remember your selection when you return to this table.
Select one or more rows in a table and click the Export button to download your results in a CSV (Comma Separated Values) file for use in Excel and other spreadsheet programs.
Located under your Username, you'll find a menu that allows you to access your Settings. Located on your Testimonials page, this icon allows you to see testimonials that you had previously decided to hide from your working view. Hiding testimonials on this page allows you to be more efficient by not having to re-read testimonials that you had already read and decided were not worthy of publishing.
When you click this icon from the left main menu, you'll be taken to the help section where you can find all videos and frequently asked questions. When you click this icon on a specific page (usually in the right upper section of the screen), you'll access the short help video for that specific page.
When viewing charts on your Feedback by Question page, use this button to choose to display a time series chart or a bar chart (or display the table of results).
Seen in various places in the product, click the plus icon to add something (e.g. add a new user.)
Seen throughout the product, clicking the X icon will delete or remove something (e.g. delete a user account.)
Found to the right of column headings in most tables, click the icon will set or change the sort order from unsorted, to ascending or descending order.
Both icons are used to let you know the element can be edited or modified. Click the icon to edit the element.
This icon lets you review or preview an element, such as an email template you may create for your follow-up campaign, or preview how your testimonials will appear when configuring their settings.
When viewing a customer's detailed survey response, this icon appears above the response. Clicking it shows you both the customer's survey response, and all the customer details that were included with your processed survey list. This icon also appears in Settings, Alerts & Notifications, to view what the alert/notification in question looks like.
On the Customers page, clicking this icon will opt-out this individual contact from receiving future emails from your LoyaltyLoop account.
If your account has Admin rights, you can view your Billing & Payments under Settings. Clicking this icon in the Billing History section will open that receipt, and allow you to print or email it to someone.
Clicking this icon on your Testimonial Publisher settings page, will copy the 2 lines of HTML code that are your Testimonial website "widget". You add this HTML to your website on the page where you wish your published testimonials to appear.
Located under your username menu, this icon takes you to the Affiliate sign-up page. Or, it will take you to your Affiliate section if you're already signed up, from where you can track your recurring revenue from customers who have signed up to LoyaltyLoop through your Affiliate link, and modify your pre-built Affiliate marketing page.
When you wish to log out, click your username then this icon.
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