Contact Management

Managing your customer contacts

Your customer database is the foundation of successful review collection. Learn how to import, organize, and manage your contacts to get the most from your review requests.

Available on:BuilderMaven

Why Your Contact List Matters

The quality of your customer database directly impacts your review collection success. A well-organized list of engaged customers will generate more and better reviews than a large list of cold contacts.

Think of it this way: You wouldn't send a wedding invitation to everyone in your phone book. You'd send it to people who care about you and would want to celebrate. The same principle applies to review requests.

Key Features

CSV Import

Upload your existing customer list in seconds with automatic duplicate detection and error checking.

Smart Organization

Organize contacts with custom tags, groups, and filters for targeted review campaigns.

Segmentation

Create groups based on customer behavior, purchase history, or relationship status.

Multi-Channel Outreach

Send review requests via email, SMS, or generate personalized QR codes for in-person interactions.

How It Works

1

Import Your Contacts

Upload your existing customer list via CSV or manually add contacts one by one. Our system supports most common formats and includes automatic duplicate detection.

2

Organize & Segment

Use tags, groups, and custom fields to organize your contacts. Create segments like "VIP customers," "recent purchases," or "event attendees" for targeted campaigns.

3

Send Targeted Requests

Launch personalized review request campaigns via email, SMS, or QR codes. Target specific groups with relevant messaging and optimal timing.

4

Track & Optimize

Monitor response rates, identify top-performing segments, and continuously refine your approach for better results.

Best Practices

Start with Happy Customers

Focus on customers who had positive experiences first. They're more likely to leave glowing reviews. Use your CRM or sales data to identify satisfied customers.

Quality Over Quantity

A smaller list of engaged customers beats a large list of cold contacts every time. Aim for 100 quality contacts rather than 1000 random ones.

Personalize Your Approach

Use the information you have about each customer to make your review requests feel personal. Reference specific services, dates, or interactions in your requests.

Timing is Everything

Send review requests when the experience is fresh but not overwhelming. Wait 1-3 days after service completion, before the next interaction.

Frequently Asked Questions