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Customer Activity & Managing Customers
Customer Activity & Managing Customers
Dimitri Trofimuk avatar
Written by Dimitri Trofimuk
Updated over 10 months 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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