Customer Activity & Managing Customers

Customer Activity

The new 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 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
• 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. 

New Filtering Options

We’ve put powerful segmentation capabilities at your fingertips with just a few clicks. Sort 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.

Rating Type – Select from 1st party reviews, 3rd party reviews, Promoters 9-10, Passive 7-8, and/or Detractors 0-6. 

Tags – Filter customer activity by tags you have applied. 

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