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.
In the left sidebar, click Customers under the Workspace section.
Find the customer you want to view. Use the search bar to search by name or email.
Click on the customer’s row. The Customer details panel opens on the right side of the screen.
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.
A Save button appears at the bottom of the panel as soon as you change any field. Click it to keep your edits. To close without saving, click the X at the top right of the panel or click anywhere outside it.
Open the customer details panel.
Click the three-dot menu (⋮) at the top right of the Customer details panel.
Select Archive.
Archiving removes the customer straight away. There is no confirmation step and the record cannot be brought back, so use it when you are sure you no longer need that contact. Any reviews they already submitted stay in your Feedbox and are not affected.
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 permanently removes them from your customer list. The customer will no longer appear in your list or receive automated review request emails. This action cannot be undone. Steps to archive a customer Step 1: Open the Customers page In the left sidebar, click Customers...
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. You can...