Customer ID 

In the header you can find the business name and your Customer ID. When contacting the support team, please always refer to this number.

To-do Module

The icon for the to-do list displays whether you have any open tasks to complete. To-dos can be assigned to specific users, who will receive an email notification. Users can comment on the to-do directly via email.
You can set to-dos for other users on reviews or insights, or just create general reminders for your team regarding reputation management. This feature enables you to communicate with your colleagues through simple and efficient task management.

SMS

Review invitations can be sent via email or text message. The cellphone icon shows you how many SMS are still available. When all text messages are used up, you can buy new SMS packages by clicking on “Buy SMS”. 

Smiley Icon

By clicking on the smiley on the right, you will see the following options:

● Personal details

● User Management

● Refresh portals data

● Contact us

● Logout

Personal details:
In this section, you can upload a profile picture, change your backend language or change your password. 

User Management:
Depending on your permissions, you can add new users and adjust the individual access rights  for each user. You may also delete users. Please keep in mind, that only one user per email address can be created. 

Refresh portals data:
Every night, Customer Alliance will analyse if there are new reviews or new comments on the existing reviews. By default, this check will be performed for the last 4 weeks only. In case you have commented on reviews which were submitted more than 4 weeks ago, the system will not automatically find your comments. By clicking on the button “Refresh portals data” the data will be queued to be refreshed in your backend and the Comment Rate will be updated accordingly.

Contact us:
Here you will find the telephone numbers and the email address of our support team.
Please do not hesitate to contact us for any questions you might have.
When getting in touch with the support team, please always refer to your Customer ID, which can be found next to the drop down menu in the header.

Logout:
Clicking on it will immediately log you out of your Customer Alliance backend.

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