Customers
View, filter, and manage your customers. Open customer profiles to edit details, send review requests, and view their messages and reviews.
The Customers page shows everyone you've imported into your project. You can search, filter, and sort the list, open a customer's profile to see their details and history, send review requests, and perform bulk actions. Customers are the people you send review requests to—bring them in via Importing Customers, then manage them here.
Where to Find It
Click Customers in the sidebar. You'll see a table of all customers in your project. Click a row to open that customer's profile.
The Customers Table
Each row shows one customer. You'll see their name, email, phone, company, when they were added, when they signed up, when they were last messaged, when they last left a review, their tags, and notes. Unsubscribed customers appear in red. Use the quick-action button on each row to Request review, see Reviewed, or Requested review (already sent).
Filters
Use the toolbar to narrow what you see:
Search – Search by name, email, phone, company, address, city, state, or postal code.
Date range – Filter by when customers were added, signed up, messaged, or reviewed.
Location – If you have multiple locations, filter to one or leave as "All".
Rating – Filter by star rating (for example, only customers who left 5-star reviews).
Tag – Show only customers with a specific tag.
Filter – Choose a status: Review requested, Not requested, Missed (clicked but didn't review), Reviewed, Not reviewed, Has notes, Unsubscribed, or Archived.
Sort – Sort by name, email, phone, company, date added, date signed up, date requested, date messaged, or date reviewed.
Bulk Actions
Select one or more customers using the checkboxes. When you have rows selected, a Select bulk action menu appears. You can:
Request reviews – Schedule a review request for all selected customers.
Edit customers – Update details (such as tags or location) for all selected customers.
Unsubscribe customers – Mark them as unsubscribed so they no longer receive messages.
Export – Export the selected customers as a CSV. See Exporting for details.
Delete customers – Permanently remove them from your project.
Customer Profile
Click a customer row to open their profile. You'll see:
Header – Name, company, email, phone, when they were last messaged. A ribbon shows Archived or Unsubscribed if applicable.
Notes – Internal notes. Click the notes area to edit.
Tags – Tags assigned to this customer.
Reviews – Reviews this customer has left.
Messages – All review requests and reminders sent to this customer.
Profile Actions
Edit customer – Update name, email, phone, company, address, location, tags, signup date.
Request review – Send a manual review request. Choose channel (email or SMS), reminders, and review page.
Add review – Manually add a review for this customer.
Contact customer – Open your email client to email them.
Cancel unsent messages – Cancel any scheduled messages that haven't been sent yet.
Unsubscribe or Resubscribe – Stop or resume sending messages to this customer.
Archive or Unarchive – Archive hides them from the main list; unarchive brings them back.
Validate email – Check if their email address is valid (for customers with email).
Delete customer – Permanently remove them from your project.
To add customers to your project, use Add on the Customers page or see Importing Customers for CSV, integrations, BCC, and other methods.
To export customers, select rows and choose Export from the bulk action menu, or use Export All in the pagination area. See Exporting for details.
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