Your contacts list is the foundation of your review collection strategy. This centralized hub allows you to view, organize, and track all your customer contacts in one place, making it easy to monitor who you've reached out to and plan your next review requests.
Review your contact list layout
You'll see all your contacts displayed with their essential information including names, contact details, and current status.
Check individual contact information
Each contact card shows when they were added, their phone number, email address, service date status, and contact status. This gives you a complete picture of your relationship with each customer.
Click the Add Contacts button
Use this to import new customers into your system. Adding contacts regularly ensures you're capturing every opportunity for review collection.
Access contact actions
Each contact has action buttons that allow you to edit details, send review requests, or remove contacts from your list.
Review contact status information
Pay attention to the "Not Contacted" status and "No service date" indicators. These help you identify which customers need follow-up or additional information.
Tip: Keep your contacts list organized by regularly updating service dates and contact status. This helps you track which customers are ready for review requests and prevents duplicate outreach.
Check when contacts were added
The "Added on" timestamp helps you understand the freshness of your contact data and plan appropriate follow-up timing.
Once your contacts are organized, you can begin sending targeted review requests. Consider setting up automated campaigns for contacts with service dates, or manually reach out to high-value customers for personalized review requests. You can also integrate with your existing customer management system to automatically sync new contacts as they're added to your business.
