Integration & Export Reports
How do I enable the Striven integration?
Connecting Striven to LoyaltyLoop is simple and takes only a few minutes. If you need any help, please reach out to our support team. What triggers the sending of Striven data to LoyaltyLoop via the integration? The objective of the ...
Autotask LiveReports Setup
Overview For most Autotask users, it is recommended to leverage the Autotask to LoyaltyLoop inbound integration for their 'Closed Ticket' and 'Decision Maker' surveys. The integration leverages the most common uses of Autotask, but does not respect ...
How do I enable the Zoho Desk automated reports?
If you use Zoho Desk for support emails and tickets, send an automated report of all contacts from the previous day’s closed tickets to LoyaltyLoop to engage for feedback. First, create a tabular report containing the day’s closed ticket contact. ...
How do I enable the Workiz integration?
To start, sign in to Workiz in one browser tab, and LoyaltyLoop in another tab. Follow these steps in order. In Workiz... Click the gear icon in upper right Click Settings Click Developer On the Workiz Developer page... Click the copy icon to copy ...
How do I enable the FieldRoutes integration?
(1) First, contact your FieldRoutes rep, or FieldRoutes Support Team, to request your integration credentials outlined below. Your Host Name Your Authentication Key Your Authentication Token (2) Second, provide the above details to LoyaltyLoop ...
How do I enable the Autotask inbound integration?
Tips before starting: To avoid sending the same customer other surveys, ensure all native Autotask customer feedback surveys are disabled. In Autotask, go to Admin, Automation, then Email Notifications & Surveys, then Surveys. Set any native customer ...
How do I enable the Zoho CRM automated reports?
How to configure an automated report in Zoho CRM First, create the report that contains the correct Account Contacts. You probably organize your contacts differently than others, so the guidelines here are generic in nature. Customers in Zoho are ...
How do I enable the PlanProphet integration?
It is a simple 2-step process to connect your LoyaltyLoop to PlanProphet. You'll generate a LoyaltyLoop API Key, then provide it to PlanProphet support. Here's how: Sign into LoyaltyLoop with an Admin user account Click your username, then Settings, ...
How do I enable the EPMS (ePS) integration?
Please contact ePS EPMS Support and request they enable the "EPMS-LoyaltyLoop integration" for you. EPMS Support will provide details you'll need to enter into your LoyaltyLoop account to complete final connection between EPMS and LoyaltyLoop. You ...
How do I enable the Harley-Davidson Dealer System (HDDS) Talon automation?
We recommend setting a time with our Support Team to walk you through the installation process. Click to book a support call, or email us (support@loyaltyloop.com), or give us a call (888-552-5667). During the call, you will download and install the ...
How do I enable the PrintVis integration?
The process is simple. You will first configure PrintVis to send contacts to LoyaltyLoop, then you'll configure PrintVis to receive responses from LoyaltyLoop. Here are the steps: Before you begin, get your LoyaltyLoop API Key Before you begin the ...
How do I enable the Printavo integration?
To start, sign in to Printavo in one browser tab, and LoyaltyLoop in another tab. Follow these steps in order. In Printavo... In the upper right corner of Printavo, click on your avatar then "My Account" Then, click "Customize Invoice Statuses" Here ...
How do I enable the PressWise integration?
To start, sign in to PressWise in one browser tab, and LoyaltyLoop in another tab. Follow these steps in order. In PressWise... Navigate to Admin, System Preferences, and LoyaltyLoop Integration Set the Enable LoyaltyLoop Integration switch to the ON ...
How do I enable the Printers Plan integration?
Does LoyaltyLoop offer integrations for locally-hosted and cloud Printers Plan? Yes. Our integration add-on supports both locally-installed/hosted and cloud-hosted Printers Plan. See the details and requirements below. What are the requirements to ...
How do I enable the Midnight integration?
What are the requirements to use this automation? All you need is access to your Midnight account, and a reliable connection to the Internet. All versions of Midnight are supported. How do I enable the Integration for Midnight? You need to enter 4 ...
How do I enable the InfoFlo Print Integration?
Based on a trigger event you choose, this integration automatically flows the customer contacts for recent InfoFlo Print transactions into your LoyaltyLoop, allowing you to automate your feedback and review process. What are the InfoFlo Triggers to ...
How do I enable my CoreBridge EVO Integration?
How do I enable my CoreBridge EVO Integration? Click here if you're running CoreBridge versions prior to 3.0. Otherwise, continue following this guide. The process is very simple, and will take you only a couple of minutes. It involves installing the ...
DocketManager Integration (Zapier)
Automate LoyaltyLoop Feedback and Reviews when using DocketManager If you run your business on DocketManager MIS you can easily automate your customer feedback and review process. This automation is handled using DocketManager's Zapier integration to ...
Cyrious Control - Automated Email Report Install Guide
The steps below will walk you through adding a Cyrious Control automated and emailed report to your Quick Reports group. When you perform your Monthly Close Out the LoyaltyLoop information will be automatically emailed to LoyaltyLoop. Requirements 1. ...
Quickbooks Online (QBO) Integration
If you use Quickbooks Online (QBO) to run your business and you keep track of customer details, LoyaltyLoop now offers a direct integration with Quickbooks to simplify and automate your customer feedback and review process, which also allowing you to ...
Automating LoyaltyLoop with printIQ
If you run your business on printIQ MIS you can easily automate your customer feedback and review process. With the automation setup, contacts from your recent transactions flow automatically to your LoyaltyLoop account on a daily basis. This ...
ePS PrintSmith Vision - Report Installation Guide
This guide is for the one-time installation of the LoyaltyLoop report for PrintSmith Vision. If you are looking for a guide on how to export this monthly report, please visit this page. The LoyaltyLoop report requires the Report Manager feature in ...
Adding LoyaltyLoop Widgets and Ticket Insights to Autotask
If you are using LoyaltyLoop with Autotask, follow these steps to add LoyaltyLoop Dashboard Tabs and LoyaltyLoop Ticket Insights to Autotask. These instructions can be found on our website here. Enable Widgets and Insights in LoyaltyLoop: NOTE: The ...
Mothernode CRM: Native Automation
How to configure a Mothernode CRM Automation for LoyaltyLoop These instructions explain how to set up your LoyaltyLoop survey export file and automatically schedule the report to be emailed to your LoyaltyLoop Launch File Email Address. You will only ...
Launch Rules: Imposing survey launch delays to fit your business (For Integration and API Users)
If you use one of the LoyaltyLoop Integrations, or your organization uses our API to send us your survey launch data, this post describes a the capability that allows you to impose a delay when your contacts get surveyed, to fit your specific ...
Renewing Your SSL Certificates for PSV Integration Users
If your software and network configuration requires you to use an SSL Certificate with your LoyaltyLoop-PrintSmith Vision integration, the integration will stop working if your certificate expires. Typically, certificates run annually, but you should ...
EPMS - Export Guide
Setup: As with any software delivery from EPMS, they require their clients to submit an incident request for the interface. This allows EPMS to ensure that the file they send will work on the EPMS version you are using. Once you have the ...
iRestore - Integration Guide
There are two ways iRestore can send data to your LoyaltyLoop account to initiate your feedback and review loop: Automatically sending of all closed customer transactions over a date range, or Manually selecting and sending a single customer ...
PrintReach Printer's Plan - Export Guide
Please use these steps for generating your customer list from Printer's Plan: 1. In Printer's Plan, open the Reports tab 2. Open the Custom Queries folder in the folders menu on the left side of the screen 3. Click the report labeled "LoyaltyLoop ...
QuickBooks Pro Desktop - Export Guide
These directions were created using QuickBooks Pro 2015 edition. Your specific version may be slightly different. Step 1: Please go to Reports/Sales/Sales by Customer Detail as directed below. Step 2: Once the Sales by Customer Detail is visible on ...
QuickBooks Online - Automated Export Report
These instructions explain how to set up your LoyaltyLoop survey export file (Step 1), manually email your first report to LoyaltyLoop (Step 2), and schedule the report to be automatically emailed to LoyaltyLoop on your selected survey launch ...
QuickBooks Online - Integration via Zapier
Login to your Zapier account. If you do not have an account, please create one before proceeding to step two. Click “Make a Zap!” on the top of the screen Select QuickBooks Online for your Trigger Select “New Sales Receipt” or “New Invoice” Please ...
ePS PACE - Report Export Guide
To drive your customer feedback and reviews, LoyaltyLoop needs a data file that contains contact information for recently closed-out orders (shipped or invoiced). AUTOMATED REPORTS You can automate the process of sending recent orders to your ...
ePS PrintSmith Vision - Report Export Guide
This is a guide on how to export your monthly LoyaltyLoop report from PrintSmith Vision. This assumes you have already installed the report in PrintSmith Vision. If you haven't installed the LoyaltyLoop report yet, please visit this page. 1. Go to ...
ePS PrintSmith Vision - Integration Guide
PHASE 1: Preparation What are the PSV requirements to use the integration? Your specific PrintSmith Vision must meet the following: Version 5.3 or higher Cloud (not VPN) Accessible - hosted either by you or ePS Active ePS Maintenance What does "Cloud ...
Cyrious SMS - Export Report Install Guide
These steps help you install the LoyaltyLoop report on your Cyrious SMS sever version 8.0 or greater. The following section should only be completed once; doing these steps multiple times will create multiple LoyaltyLoop reports and can result in ...
Cyrious SMS - Export Guide
1. On the Cyrious SMS toolbar at the top of the program, click “Reports”, then “LoyaltyLoop”. If you cannot find this report, please review our one-time installation guide to configure Cyrious SMS. 2. On the window that pops-up, adjust your ...
C-Systems Infinity - API Automation Guide
The C-Systems Infinity LoyaltyLoop (formerly Survey Advantage) feature allows OPE dealers using Infinity to schedule and automatically send customer contact information electronically to LoyaltyLoop, enabling the dealer to send their customer an ...
Corebridge - Export Guide
STEP 1: Log into Corebridge. Enter your username and password, then click Login. STEP 2: Click on “Sales Module” and scroll down to click on “Management” STEP 3: On the Management Module screen click “Global Settings” STEP 4: Click on ...
CoreBridge Classic - API Integration Guide
This guide is for users running CoreBridge Classic (versions prior to 3.0). Click here if you're running CoreBridge EVO (3.0 and higher). Otherwise, follow this guide. CoreBridge and LoyaltyLoop have integrated their software to make it even easier ...
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