On this page

Customers

Guests you can text or email for a review after they visit.

The sidebar label is Surveys. The page title is Customers (/surveys): “Guests you can send a review request to after they dine.” Add and edit use Add or edit customer.

What it is

This is the guest list you can SMS or email for a review. The wording of the request lives in Survey Templates, not on this list.

Open the screen

Click Surveys. Without Reputation Management you see the marketing page. Loader: Loading customers…. Warn banner if surveys are off: Survey collection is disabled for your account. Review requests may send guests directly to review sites.

What the page shows

Columns: Full Name · Date Added · E-mail · Location · Source · Last Site · Phone · Date Sent · Last Method · Link Clicked (Yes/No) · Survey Feedback · Comments · Opt Out (SMS/Email). Empty: No customers match those filters. Prev / Next.

Controls

  • Search By Customer Name, Email or Phone
  • Add Customer
  • Send Review Request
  • Delete / Delete N / Delete All Customers
  • Import From CSV
  • Export to CSV
  • Filter Filter customers: Customer rating (Bad / Poor / Average / Good / Happy) · Location / All locations · Last send method (Phone / Email / QR Code) · Contact status (Request Sent / Request Expired / Request Completed) · Customer source (Text / Web Chat / QR Code / Manual / Voice / CSV) · Opted out (Any / Email / SMS) · Last review site · Last feedback date · Date added · Clear / Apply

Send review request modal: Location · Review sites · All · Delivery method SMS / Email · Use location logo in message · Send request / Sending… · link Survey templates · SMS credit limit / SMS limit reached.

Delete confirms Delete selected customers? or Delete all customers?

Typical workflow

  1. Import a CSV or Add Customer.
  2. Select rows. Send Review Request by SMS if credits remain, otherwise Email.
  3. Watch Link Clicked and Survey Feedback.
  4. Honor Opt Out.

Empty, locked, or preview-only

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