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)
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