ApproveThis manages your LoyJoy Integration approvals.

Why Approval Automation Matters Now

Businesses lose an average of 30% of revenue annually to inefficient processes. For mid-sized companies using tools like LoyJoy for customer interactions, manual approval bottlenecks create delays in sales cycles, campaign launches, and service delivery. This is where combining LoyJoy's conversational automation with ApproveThis' approval workflows creates measurable impact.

What LoyJoy Brings to the Table

LoyJoy specializes in chat-driven workflows that guide customers through complex processes – think insurance quote generation, personalized product recommendations, or booking consultations. Its strength lies in converting casual chats into structured data. However, many of these interactions require human validation: Should we offer this discount? Does this custom order meet production criteria? Is this client exception worth approving?

Where ApproveThis Completes the Picture

ApproveThis adds decision-making structure to LoyJoy's automated conversations. When a LoyJoy process hits a predefined trigger (e.g., customer requests premium service tier), ApproveThis automatically routes the request to relevant stakeholders. Key differentiators:

• No License Overhead: External partners or executives approving requests don't need LoyJoy access – they review and decide via email or ApproveThis' interface.
• Conditional Routing: High-value requests escalate to senior staff, routine approvals auto-approve via thresholds.
• Audit Trails: Every decision links back to the original LoyJoy interaction for compliance.

Real-World Use Cases

1. Instant Credit Approvals in Banking

A regional bank uses LoyJoy chatbots to pre-qualify loan applicants. When an applicant meets baseline criteria via chat, LoyJoy triggers an ApproveThis workflow. Loan officers receive the full application packet with calculated risk scores (using ApproveThis' calculated fields). Approvers can:

• Approve/deny directly from email
• Request additional docs via comments
• Delegate decisions if unavailable

Result: Approval times dropped from 72 hours to 4 hours for 80% of applications.

2. Rapid Merchandising Approvals

A retail chain uses LoyJoy to let store managers request holiday displays via mobile chat. ApproveThis routes requests based on cost:

• Under $500: Auto-approved
• $500-$2,000: District manager approval
• Over $2,000: Regional VP + finance review

Store managers get real-time status updates without leaving LoyJoy's interface.

3. Client Onboarding Acceleration

A B2B SaaS company uses LoyJoy to collect new client requirements. When custom configurations exceed standard packages, ApproveThis routes the request to solutions engineering. The team:

• Reviews specs in ApproveThis
• Attaches feasibility assessments
• Sets implementation timelines

Sales reps close deals 22% faster with pre-approved implementation plans.

Technical Setup via Zapier

Connecting LoyJoy and ApproveThis takes under 15 minutes:

1. Create a Zapier Account (if needed) at zapier.com
2. Choose Trigger: Select LoyJoy's "Process Module Visited" event
3. Set Conditions: Filter which modules require approvals (e.g., discount requests)
4. Map Data: Send LoyJoy form responses to ApproveThis fields
5. Configure Approvers: Define who approves based on data (e.g., deal size)

Team-Specific Benefits

Sales Teams

Close deals faster by embedding approval workflows into LoyJoy's proposal chats. Example: When a prospect accepts a quote but requests payment terms over 30 days, ApproveThis immediately notifies credit teams. Sales reps see real-time approval status without manual follow-ups.

Customer Support

Resolve tier-2 requests during first contact. Agents using LoyJoy can trigger exception approvals (refunds, warranty exceptions) while the customer remains in chat. ApproveThis' SLAs ensure 90% of decisions happen within 15 minutes.

Marketing Operations

Accelerate campaign launches by linking LoyJoy's content review modules to approval chains. When a designer submits assets via LoyJoy, ApproveThis routes them to legal, brand, and compliance teams in parallel. Version control issues drop by 40%.

Advanced Features Worth Exploring

Calculated Approval Thresholds

Automate tiered approvals using LoyJoy data. Example: If a LoyJoy process collects customer LTV and order value, ApproveThis can calculate discount limits on the fly. Requests exceeding thresholds route to higher authorities.

Escalation Paths

Prevent bottlenecks by setting auto-escalation rules. If a manager doesn't approve/deny a LoyJoy-triggered request within 2 hours, ApproveThis notifies their supervisor and logs the delay.

Cross-Platform Auditing

Every approval decision in ApproveThis includes a deep link back to the original LoyJoy interaction. During audits, reviewers can replay the entire customer journey from initial chat to final approval.

Common Pitfalls to Avoid

Over-Automating: Reserve ApproveThis for decisions requiring human judgment. Simple LoyJoy workflows (e.g., password resets) don't need approval layers.

Under-Communicating: Use ApproveThis' comment fields to explain denials. Sync these back to LoyJoy so customers get context, not just "no."

Ignoring Analytics: Track which LoyJoy modules trigger the most approvals. Use these insights to refine chat scripts or adjust approval thresholds.

Getting Started

To implement this integration:

1. Sign up for ApproveThis (14-day free trial)
2. Book a 20-minute setup call with our integration team
3. Clone pre-built LoyJoy approval templates into your account

For existing LoyJoy users: Connect your account via Zapier in under 10 minutes using this guide. No developer resources needed.

The Bottom Line

Combining LoyJoy's conversational agility with ApproveThis' structured approvals lets medium businesses operate with enterprise-grade efficiency. Teams maintain human oversight where it matters while eliminating the email chains and spreadsheet tracking that plague manual processes.