Understanding the data fields sent with your PrintSmith Vision report
LoyaltyLoop only uses the data you send to us to execute your LoyaltyLoop service for you. As a courtesy to our EFI PrintSmith Vision clients, we provide a standard Vision report.
The report is designed to handle the needs of all our Vision clients, so it includes a number of fields. For example, our report includes the Total Price field. Providing this field allows us to add an advance filter for those clients who do not wish to survey customers who made a purchase below a certain dollar value. The report also includes Estimates that you've issued to prospects, which allows us to execute a Prospect Survey for you.
When processing your file for your normal LoyaltyLoop survey, we discard everything related to estimates and incomplete jobs before sending your invites to your customers. We keep only those who have completed jobs and have pickup dates.
If you prefer to use a different Vision report, you may do so. There is no requirement to use our report, it's just a convenience we provide. Just let us know if you plan to change reports, because we'll need to pause your survey and update the survey processor to handle the new output format of your report. The minimum data required is simply email address, however you should consider sending other fields as it makes the service more helpful to you. Here are few more examples of fields included with our standard Vision report and how they're used in LoyaltyLoop.
Field | Benefit |
City and State | When you publish Testimonials to your website, you may wish to display the City and State where your customer is located. |
Name, Phone, Company | When a customer is unhappy (i.e. an NPS Detractor) we generate a Poor Survey Alert email which includes all pertinent customer details available in LoyaltyLoop (e.g. name, email, phone, company). We include these fields in the alert, so you have all their details at your fingertips, allowing you to call or respond quickly to proactively manage the unhappy customer situation. |
Sales Rep | On the Feedback tab, you can run advance reports on the Feedback by Filter tab. You can run reports that allow to slice customer satisfaction based on data in the Vision report. For example, if you run the report grouped by the field Sales Rep, you can see how customers, who are managed by each Sale Rep, rate your company. This is pretty handy to ensure all reps deliver great customer experiences. |
These are a few ways LoyaltyLoop uses that data to make the feedback more helpful and meaningful to you. But if you choose to use a different report, just let us know, and we'll make the needed changes.
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