Managing Customers
Google Sheets Integration
Automate Requests with a Google Sheet Integration
Easily connect a Google Sheet to your Reputation Builder account and automatically send Email or SMS feedback requests when a new customer is added to your Google Sheet. Here’s how:
1. Sign in to your Reputation Builder account. Select the desir...
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Repeat Customer Feedback
With Reputation Builder, you're able to send repeat customers multiple feedback requests, so you can receive feedback from them after every visit or appointment.
1. Log in via https://rb.whitespark.ca/ and select your business.
2. Click Settings > Feedback Settings
3. Locate the toggle fo...
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Customer Activity & Managing Customers
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 wi...
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Integrations
The best way to get more reviews is to ask your happy customers for reviews. We’re building integrations to make it even easier to automatically upload your recipients to Reputation Builder.
Integrations are available for the following apps:
Salesforce
Quickbooks
Hubspot
Mailchimp
Constant Co...
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What Happens if a Customer Opts Out?
Customers who do not wish to receive SMS messages from you can opt out, by replying "STOP".
Customers who reply "STOP" will receive a confirmation SMS, also advising they can opt back in by texting "START".
If a customer opts out, this will also appear in their Customer Profile.
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Adding & Deleting Individual Customers
To add an individual customer to your dashboard, follow these steps
1. Log in via https://rb.whitespark.ca/
2. Select the business you want, and click Requests > Add Customer
3. Enter in your customer's information and click Add
Tip! If you want the customer to be sent a feedback r...
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Bulk Customer Import
Do you have a huge list of customers you need to send out feedback to? You can perform a bulk upload, if you have a .csv, .xls or .xlsx file with your customer details. Your spreadsheet must include the following columns, in this order:
First Name | Last Name | Email (and/or) Phone Number (if i...
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How Repeat Customers Are Handled During a Bulk Import
In order to send feedback requests to repeat customers, you first need to ensure that the Repeat Customer Feedback setting is enabled. To do this, click Settings > Feedback Settings, and locate the Repeat Customer Feedback toggle.
If the toggle is OFF, then you will not be able to send any ...
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Exporting All Customer Data
If you ever need to export your customer list, including any feedback they've left, you can do so by following these steps:
1. Log in via https://rb.whitespark.ca/
2. If you have multiple locations, select the location you would like to export data for from the Business Dashboard.
3. From the m...
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