Introduction
Feedback collection plays an integral role in understanding customer preferences, refining services, and increasing customer loyalty. With Loyaltymaster, you can automate push notifications for feedback collection to streamline this essential process. This training manual will take you through the step-by-step process of setting up push automation for feedback collection, provide a troubleshooting guide, and conclude with a summary.
Part 1: Setting Up Push Automation for Feedback Collection
Step-by-step Guide:
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Open Loyaltymaster and navigate to the "Send Push" screen via the following pathway: Loyaltymaster > Left-Hand Menu > Push.
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From the tabs displayed at the top of the screen, select the "Push Automation" option.
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Here, choose the card template you wish to apply from the "Card" dropdown menu.
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After selecting, additional options appear that allow you to configure your push notifications.
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In the "Feedback" tile, use the "Message" field to input the content you want to be displayed on the push notification that requests feedback.
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Specify the number of hours after a customer earns a stamp or bonus before this message is displayed. You can use the "Request will be sent after setting count hours after earned stamps/bonuses" field.
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The "Apply to Cards" field displays the cards to which your message applies.
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After finalising your selections, click the "Save" button to apply your settings.
Troubleshooting Guide
If you encounter any difficulties during the setup process, consider the following steps:
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Confirm that you're in the correct area of the platform. If you do not see the options you expect, you may be on the wrong screen.
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Ensure the correct card template is selected. If the wrong template is chosen, your push automation may not function as intended.
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If your feedback message isn't appearing as expected, double-check that it's been correctly entered in the "Message" field.
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Review the settings in the "Request will be sent after setting count hours after earned stamps/bonuses" field. If this isn't set up correctly, your notifications may not be sent at the desired times.
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Verify the "Apply to Cards" field includes the correct cards. If the wrong cards are selected, the feedback push notifications may be sent to the wrong recipients.
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If your changes aren't being saved, ensure you click the "Save" button after making all your selections.
Conclusion
Automating feedback collection via push notifications can significantly streamline your processes, providing timely and relevant prompts for your customers to share their insights. By following this guide, you can set up feedback collection automation successfully using Loyaltymaster. Should you require further assistance, don't hesitate to contact Loyaltymaster's customer service.