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Customer Activity & Managing Customers
Customer Activity & Managing Customers
Dimitri Trofimuk avatar
Written by Dimitri Trofimuk
Updated over a week ago

Customer Activity

The Customer Activity dashboard pulls together all your customers, 1st party and 3rd party reviews into one screen providing you with a real-time stream of all customer activity, and saves you time with more efficient workflows.

Single Location Businesses: Customer Activity will be the default view when you login.

Multi-Location Businesses: Upon logging in, you will see the Business Dashboard. You can select Customer Activity from the left-hand menu to view all activity for all locations or select a location to view Customer Activity for only that location.

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Metrics adjust to reflect totals for any selected location and/or criteria.
Metrics adjust to reflect totals for any selected location and/or applied filters.

Zero in on exactly the data you need.
Clicking Filter drops down a selection of criteria including:

  • Locations

  • Rating Type

  • Tags

  • Activity & Actions

Make multiple selects to sort data and create a custom view. See the Advanced Filtering Options section below to learn more.

Recent Activity - quick shortcuts.
Delete or Send (or Re-Send) Feedback Request to customers, change the Date Range of data shown, and Export results to .pdf or .csv with a quick click.

Sort customers for better organization.
Sort customers quickly by heading:

  • Customer Name

  • NPS/Rating

  • Status

  • Source

Easily manage customers in one screen.
Frequently used features including View Profile, Show in Widget toggle, Resend a Request, and Respond are directly available in the Manage menu.

Filtering Options

We’ve put powerful segmentation capabilities at your fingertips with just a few clicks. Sort review data by Location, Rating Type, Tags, and Activity & Actions. Apply multiple filters from each category to arrive at the information you need for the insights you’re looking for.

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Locations (Labels) – Select one or multiple locations, or labels (groups of locations). Save time with the Search function.

Rating Type – Select from

  • 1st party reviews,

  • 3rd party reviews,

  • Promoters 9-10,

  • Passive 7-8,

  • Detractors 0-6.

  • Stars - 5, 4, 3, 2, or 1,

  • Facebook Recommend: Yes

  • Facebook Recommend: No

  • Google Attributes: Positive

  • Google Attributes: Negative

Tags – Filter customer activity by tags you have implemented (Auto-tagging & Tag Widget)


Activity & Actions – This powerful list of selections allows you to customize your view according to a specific activity or action including:

  • Customer added – not sent

  • Request sent

  • 1st reminder sent

  • 2nd reminder sent

  • Opened – no feedback

  • Rating received

  • Feedback received

  • Click to review site

  • Unsubscribed

  • Published to Widget: ON

  • Published to Widget: OFF

  • Replied to

  • Not replied to

Manage

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Each entry in Customer Activity includes a Manage button. This button reveals a selection of actions unique to 1st- and 3rd-party reviews.

Manage for 1st-party reviews (direct feedback) includes:

  • View Profile

  • Show in Widget ON/OFF

  • Resend a Request

  • Respond

Manage for 3rd-party reviews includes:

  • Show in Widget ON/OFF

  • View on Site Name

  • Reply (for Google reviews only with GMB Authorization)

    • If a Google review has been replied to, Manage options update to include Edit.

Google Review Attributes Reporting - Here's a quick video that shows you how review attributes appear for the reviewer (for some industry's)

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