What Customer Activity Can I View?
Customers
UpBlick customer activity helps your team understand how a customer has interacted with your business over time. You can use it to review reviews, feedback, communication history, last interaction timing, sentiment, and other record details before taking the next action.
Where customer activity appears
Open Customers, find the customer, and open the customer details page. The customer details view combines summary information with tabs such as Reviews, Feedback, Notes, Files, Communications, and Activity.
Customer activity you can view
| Activity type | What it shows | Why it helps |
|---|---|---|
| Customer profile | Name, join date, contact details, preferred language, and business details. | Helps you confirm the correct record before follow-up. |
| Overall rating | Ratings given, review count, last interaction, and sentiment summary. | Shows how the customer has rated or responded over time. |
| Reviews | Review text, rating, review date, and source. | Helps your team understand public feedback from that customer. |
| Feedback | Feedback collected during the UpBlick review journey. | Shows what the customer shared before or alongside a review. |
| Communications | Review requests, reminders, thank-you messages, or other follow-up communication. | Helps avoid duplicate or poorly timed outreach. |
| Activity timeline | Customer actions and interactions across time. | Helps you see the order of events before taking action. |
| Source and consent | How the customer was added, primary location, and consent status when available. | Helps your team confirm whether outreach is appropriate. |
How to use customer activity
- Check whether the customer already received a review request.
- Review previous feedback before responding or escalating.
- See when the last interaction happened.
- Check sentiment and rating before sending a reminder.
- Review consent status before contacting the customer again.
- Understand whether the customer came from import, manual entry, Google, or another source when source data is available.
Why customer activity matters
Customer activity helps your team act with more context. Instead of guessing whether a customer was already contacted or whether they had a poor experience, you can check the record first and choose a more appropriate next step.
Examples of useful activity checks
- Before sending a reminder, check whether a recent review request already exists.
- Before asking for a new review, check whether the customer already reviewed the business.
- Before responding to a complaint, review the feedback and communication history.
- Before using a phone number or email, confirm that it is current and that consent is still valid.
Best practices
- Review the customer’s last interaction before follow-up.
- Use activity and communications together so you do not message the customer twice unnecessarily.
- Use review and feedback history to understand context before replying.
- Check source and consent details before outreach.
- Keep customer contact details updated so activity stays useful.
Troubleshooting
Frequently asked questions
Can I see if a customer left a review?
Yes. Use the customer details page and open the Reviews tab to check review activity tied to that customer.
Can I see previous review requests or reminders?
Yes. Use the Communications and Activity tabs to review prior customer outreach when that history is available.
Can I see customer sentiment in the record?
Yes. The customer summary can include rating and sentiment indicators when that customer has feedback or review activity.
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