Customer Activity & Managing Customers

Customer Activity

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. 

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,
• NPS,
• 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
• NPS/Rating 
• Status, and
• 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 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
• Unsubscribed
• Published to Widget: ON
• Published to Widget: OFF
• Replied to
• Not replied to