Contacts
Customizing Account Management in LoyaltyLoop Premier
The Account Roll-Up feature automatically groups your contacts into logical business accounts, providing you with deeper, more strategic reporting and the ability to detect dormant customers at the organizational level. While our default setting uses ...
How to edit survey launch contacts
As a LoyaltyLoop Premier Plan user, you have two options for launching your dormant survey campaign: automatic launch or manual review. This guide provides step-by-step instructions for reviewing your list of dormant contacts and scheduling your ...
View Launch History by Contact
Have you ever wanted to see all the instances when a specific contact was sent your survey? Now you can, right from your Customer view. Click your Customers from the left main menu, then (1) search for the customer in question. Then, (2) click the ...
How do I email launch files to LoyaltyLoop?
You can email your launch files to us by sending them to your location's unique Launch File Email Address. To get your location's Launch File Email Address, click your username and then Settings. Under the Data Management section of your Location, ...
How do I upload launch files to LoyaltyLoop?
To upload your launch file(s), go to Launches from the left main menu. This will land you on the Launch Pad. Then select, (1) the location, and (2) the survey you wish to send. Then, (3) drag & drop the file(s) associated with this specific ...
How do I get my launch data into LoyaltyLoop?
There are 4 methods you can use to deliver your survey launch data to LoyaltyLoop: Automatically uploaded via one of our integrations (API or Zapier) Upload it on the Launch Pad (found on your Launches page) Emailed to us using your location's unique ...
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 ...
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, ...
How to opt-out a customer from your surveys and campaigns
You can opt-out a customer from future surveys and campaigns, for customers who (a) exist in your LoyaltyLoop account, (b) preemptively for customers who do not yet exist in your account, or (c) all contacts using the same email domain. (a) Opt-Out a ...