How can I export a list of all profiles in my account?

Export a CSV list of all profiles by going to Manage > Profiles and clicking Export to CSV CSV will include basic profile info, plus overall review and SMS counts. To export a CSV of all profiles in your account, first go to Manage > Profiles.  Then, click the Export to CSV button near the top of the page. […]

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How do I export report data in a CSV?

When generating or scheduling a report, you can optionally include a CSV containing some review data from the report. To include the CSV as part of your report, make sure the Include CSV? box is checked when generating or scheduling your report: If scheduling a report, the CSV will be included as an attachment in the outgoing […]

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How do I export my negative customer feedback submissions?

Export customer feedback via Dashboard > Reviews > Customer Feedback > Export to CSV To export all submissions collected via the customer feedback form, first go to Dashboard > Reviews > Customer Feedback. Click Export to CSV. You’ll be prompted to save the file to your computer. The final exported CSV will look something like this: The CSV contains […]

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How do I schedule a recurring performance report?

Schedule a recurring report Scheduled reports are automatically generated and emailed out to you and/or your clients on a recurring basis. The default email sends out the report as a PDF attachment, but we also allow you to include a link to your report hosted on the web (formatted as a standard webpage, not a […]

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What are performance reports?

Note: Review Monitoring is required for this feature Performance reports are a great way to regularly demonstrate ROI to your existing clients Reports can be generated on demand or automatically according to a schedule you set Performance reports display a series of metrics and analytics about your client’s online reputation over time using attractive charts […]

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What are prospect reports and how do I create one?

Prospect reports are a useful tool to demonstrate the need for reputation management to your clients Show a snapshot of review performance across major review sites Our automatically generated prospect reports offer your prospects a quick snapshot of the current state of their online reputation across key major review sites, along with a summary of actionable […]

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How do I generate a performance report for my client?

This feature requires Review Monitoring. Marketer and Agency accounts are able to generate detailed performance reports for clients that show online reputation trends over time. To generate a client report, first select a business and location. Then, go to Dashboard > Reporting. From here, you can generate a report on demand or automatically. Generate a report on […]

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Why are my outgoing emails showing me as “unknown sender”?

If your outgoing emails are displaying like this: …or otherwise strangely, it’s typically because you are including a comma in your sender name. When used in a sender name, commas and semicolons tend to cause display issues. This is because most email clients interpret commas and semicolons as the ‘dividing line’ between two email addresses. […]

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