LoyaltyLoop Survey Launch List

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 will process your raw data into a final survey list as follows:

  1. Removes Bad Email Addresses:  Any email address that are incorrectly formatted will be automatically removed, and placed in your Undeliverable Emails tab in your Launches section.  Review Undeliverable Emails, and correct them in your source systems.  
  2. Removes Duplicate Email Addresses:  If you transacted with the same contact multiple times over the data set (e.g. last 7 days), we will automatically identify and remove duplicate email addresses to ensure your customer receives only one (1) survey invitation during this period.  If your customer uses multiple email addresses for different transactions with you, LoyaltyLoop has no knowledge of this, and will send each email one (1) survey invite.  
  3. Removes Previously Engaged Contacts: Our Touch Frequency filter is applied to your contacts, and is designed to avoid irritating customers with too many 'asks' for feedback.  By default, we apply a 90-day filter to your survey contacts.  Meaning, if the contact has been asked to give you feedback in the prior 90-days, the contact is removed from this survey period.  This means your regular customers who buy from you every month throughout the year, will have an opportunity to give you feedback 4 times per year, approximately every 90 days.  You can tune the Touch Frequency if 90-days not appropriate for your business - you can make the frequency shorter, or longer.  We use 90-days  as the default because in most B2B settings, this is not too long to wait to get feedback and not too often where the act of asking annoys the customer.     
  4. Removes Opted-Out Customers:  Any email address in your LoyaltyLoop opt-out list, will be automatically removed from your launch file.  To manage opt-outs, go to your Customers tab.
  5. Removes Customers Based on Custom Business Rules:  In certain cases, you may have a need for us to apply custom business rules to isolate the correct contacts to survey.  For example, if your data feed includes all customers (current and former), provided there is a field is your data set that identifies ex-customers, LoyaltyLoop can exclude them from your survey.  Similarly, if you're only surveying a particular customer set, LoyaltyLoop can remove any customer that does not match that criteria (provided there is a field in your data set identifying the criteria.)

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