The new Customer Activity dashboard pulls together all your customers and 1st party reviews into one screen providing you with a real-time stream of all customer activity, and saves you time with more efficient workflows.
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:
- Tags, and
- Activity & Actions.
Make multiple selects to sort data and create a custom view. See the New 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
- Status, and
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.
New Filtering Options
We’ve put powerful segmentation capabilities at your fingertips with just a few clicks. Sort 1st-party review data by Location, NPS, 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.
Net Promoter Score (NPS) – Select from Promoters 9-10, Passive 7-8, and/or Detractors 0-6. Select one, two, or all three.
Tags – Filter customer activity by tags you have applied to 1st-party reviews.
Want to learn more about how to apply and use tags? Read our Help Article on Tagging & Tag Widgets.
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
- Published to Widget: ON
- Published to Widget: OFF
- Replied to
- Not replied to