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.
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.
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
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)