Loyalty Loop provides custom survey services to businesses seeking to understand their customers. You can learn more about the different product offerings of Loyalty Loop by visiting www.loyaltyloop.com



Table of Contents



Signup and Activation


In order to integrate with Loyalty Loop, please reach out to Loyalty Loop directly to initiate the process. You should mention that you are using CoreBridge in your business. Loyalty Loop will then reach out to CoreBridge directly to get the next steps going.


Contact Loyalty Loop at their website, www.loyaltyloop.com or use the link in your CoreBridge system.


Navigate to the Management Module / Global Settings / Services.


1. Click Enroll Now.



Loyalty Loop Integration Setup

Once the Loyalty Loop integration has been enabled in your system, there are a handful of configuration settings that need to be setup and/or reviewed by you.


Navigate to the Management Module / Global Settings / Services.


1. Set your Report Frequency.

Note: This value determines how often data is sent to Loyalty Loop.

  • Monthly
  • Bi-Weekly
  • Weekly
  • Daily

2. Enter Survey ID. This value will be provided to you by Loyalty Loop.

3. Enter API Key.This value will be provided to you by Loyalty Loop.

4. Click

Save Settings.




Loyalty Loop Report Details


The Loyalty Loop Report contains a list of Order Contacts who have completed Orders within a specified time period. You can view exactly what information is sent to Loyalty Loop by generating this report in your system.


Navigate to Management  / Global Settings / Services.


1. Click the Generate Report.

Note: The date range on this report is set automatically based on your Report Frequency integration setting.



Support

If you have any questions about what data CoreBridge sends to Loyalty Loop, please email support@corebridge.net. For all other questions, please reach out to Loyalty Loop directly.