Reviews and listings
Add and upload contacts for review requests
Add customers one by one or from a CSV file of up to 5,000 rows, see who unsubscribed or bounced, and find contacts protected by Duplicate Request Prevention.
Contacts are the customers you ask for reviews. They belong to a brand and are linked to one or more of its locations. Reputation > Contacts lists the contacts of the location chosen at the top.
Add a contact
- Choose Add Contact.
- Enter the First Name and an Email, a Phone Number or both. Last Name is optional.
- Pick the Associated Locations and, if you like, up to 20 Tags.
- Save.
The e-mail address or phone number identifies a contact in its brand: adding the same one twice says "Contact already exists."
A new contact joins the location's campaigns that enroll When a new contact is available.
Upload a CSV file
- Choose Bulk Upload.
- Drop a CSV file, or click to browse. Download the sample file shows the format.
- Choose Check File to see how many contacts are new and which lines have errors.
- Choose Upload.
The first row must hold the headers First Name, Last Name, Email, Phone Number and Tags. Each row needs a first name and an e-mail or a phone number. Separate several tags with ; or |; tags that do not exist yet are created.
A file can have at most 5,000 contacts and 2 MB. Contacts already in the brand are added to this location instead of being created again. Lines with errors are listed with their line number and the reason.
Find contacts
- Search by name, e-mail or phone.
- Status: Active, Unsubscribed (they used the unsubscribe link of a request e-mail) or Bounced (their address could not receive mail). Unsubscribed and bounced addresses are never e-mailed.
- Tags.
- Request Prevention: Protected contacts were sent a request recently and are inside the brand's waiting period; Eligible ones are not.
Act on several contacts
Tick contacts, or Select all to take every contact of the list, then Send Quick Request or delete them. Deleting removes them from every campaign of the brand. See Quick review requests.
Who can manage contacts
The account owner, Reviews Admins, Managers and clients whose Contacts switch is on. Without it, a client sees neither Contacts nor contact e-mail addresses and phone numbers anywhere else, such as campaign recipients and Campaign History. Send Quick Request also needs their Campaigns, QRs, Widgets & Forms switch.