Release 4.17 focused on new features available to users in Loop 360 such as contact profiles and a more convenient workflow for adding new users into the platform. The capabilities of Loop's existing Tripleseat integration was enhanced, giving users more automations to solicit feedback based on event completion workflows. Additional bug fixes and product enhancements were implemented to improve the overall user experience within Loop.
Loop 360 Contact Profiles
Contact profiles are now available in Loop 360, allowing users to the gain valuable insights on the customers that they are engaging with. From a conversation, response, or ticket, users can navigate the profile of the contact who initiated it.
Navigating to a contact's profile will present key information including all of the recent activities that they have been involved with. This includes any conversation, response, or ticket that they had been a part of as well as the locations that they have interacted with. Additionally, contact custom fields can be viewed and edited from this page.
Add Users via CSV Upload
Admins and owners in Loop 360 can now add users into the platform more easily through the addition of csv bulk user upload capabilities. Instead of adding users one-by-one a single csv file can be uploaded which will automatically add users into the platform as team members on a specified location. Once added, these new users can be edited just the same as existing users in the system.
For added convenience, upon initiating this process, a csv template is provided which can be modified.
Tripleseat Integration Enhancements
Users making use of Loop 360's Tripleseat integration now have access to more automations to solicit feedback. Surveys can now be sent based off of pre-sale and post-sale triggers. This includes the following cases:
A new lead is created in Tripleseat
A lead is converted into an event that is confirmed
A lead is converted into an event that is lost
Similar to the existing pre-event and post-event configuration, the delivery of a specified survey can be scheduled with a delay relative to the event's occurrence.
With Release 4.17 comes a variety of product enhancements and improvements. These items were implemented to enhance general usability resulting in a more seamless experience than ever before.