Everyone you connect with via LocalReviews, LocalReferrals, and LocalMessages is added to LocalContacts to track your history with the customer. Through LocalContacts, you can:
Manage your customer's communication preferences
Track all reviews, referrals, and LocalMessages interactions with the client.
Initiate a text or an e-mail to your customers
Getting Started
To manage your customer relationships, first, navigate to LocalContacts on the left-hand menu. Once there, you will see a list of your customers:
From there you can:
Search for a customer
Contact Information Page
You can also click on an individual customer to view their complete profile. Here you can see all the interactions and notes you have logged. In the example below, you can see notes being logged alongside with client touch-points.
Engaging a Contact
From the "ENGAGE" button in the upper right corner, you can easily:
Log note - add an internal note for this customer
Request feedback - send the current customer a review request
Create Referral - use this when you want to manually create a referral, with the current contact as the Advocate. You'll be able to enter the details of the person who was referred, as well as the option to confirm the referral now or later.
Send Referral program invites - in the window that pops up, you can invite this contact to join the program as an Advocate. In the same window, in the next step, you'll also be able to invite Friends to the Referral program.
More LocalContacts help articles:
If you have any questions about how to get the most out of LocalContacts, view our LocalContacts help articles, or reach out to us via the chat bubble in the lower right-hand corner!