You can open any customer’s record in Feedspace to view their full details, make edits, manage their tags, or archive them. The customer details panel slides in from the right when you click on a customer row.
The customer details panel is divided into sections:
Add or remove tags to organize this customer. Type a tag name to create a new one or select from existing tags.
After editing any field, click Save at the bottom of the panel. To close without saving, click the Close button or click anywhere outside the panel.
Archived customers are excluded from automated emails. This is useful if you want to stop contacting someone without permanently deleting their record.
Email is the unique identifier for each customer record. If you need to change the email, it is best to archive the old record and add the customer again with the correct email address.
Overview The Customers module in Feedspace is a workspace-wide contact list. It stores the people you want to reach with automated review request emails. You can add customers in four ways: manually, by uploading a CSV file, via an incoming webhook, or by connecting an integration such as Stripe. Once...
Overview Archiving a customer in Feedspace removes them from automated review request sequences without permanently deleting their record. Use this option when you want to stop contacting someone but keep their data. Steps to Archive a Customer The customer is now archived. They will no longer receive automated review request...
Overview Tags in Feedspace let you group customers into categories so you can filter and target them more precisely in your form automation. For example, you could tag customers as “enterprise”, “trial”, or “vip” and then set up an automation that only emails customers with a specific tag. How to...