LocalContacts automatically tracks everyone you connect with through LocalReviews, LocalReferrals, and LocalMessages, giving you a comprehensive view of your customer relationships. With LocalContacts, you can:
Manage communication preferences: Set how your customers prefer to be contacted
Track interactions: View reviews, referrals, and LocalMessages history
Engage directly: Initiate texts or emails with customers
Log internal notes: Record notes for team reference
Navigate to the LocalContacts tab in the left-hand menu of your OneLocal dashboard where you will see a list of all your customers
From there, you can:
Add a new customer
Search for specific customers
Filter customers by traits or categories
Request reviews
Invite customers to your Referral program
Log notes for multiple customers at once
Exploring the Contact Information Page
Click on a customer’s name to view their full profile. This page provides:
A history of interactions, including reviews, referrals, and messages
A section to log notes for internal use, visible only to your team
Example:
You can log notes such as, "Customer prefers weekend follow-ups." These notes help streamline communication and avoid duplicate efforts
Engaging a Contact
In the top-right corner of the customer’s profile, click the ENGAGE button to:
Log Notes: Add internal notes about the customer
Request Feedback: Send a review request directly to the customer
Create Referrals: Manually create a referral with the current customer as the Advocate. Enter details of the referred person and confirm the referral now or later
Send Referral Invitations: Invite the customer to join your Referral program. In the pop-up, you can also invite the customer’s friends to participate
If you have further questions, reach out to our OneLocal support team through the orange chat bubble in the bottom right corner of your screen. We're here to help!