{"id": 123, "date": "2024-08-12T14:12:42", "date_gmt": "2024-08-12T14:12:42", "guid": {"rendered": "/?post_type=docs&#038;p=123"}, "modified": "2024-08-14T13:56:49", "modified_gmt": "2024-08-14T13:56:49", "password": "", "slug": "how-to-manage-customers-on-EchoRivo", "status": "publish", "type": "docs", "link": "/docs/how-to-manage-customers-on-EchoRivo/", "title": {"rendered": "How to Manage Customers on EchoRivo"}, "content": {"rendered": "\n<p class=\"wp-block-paragraph\">It is possible to track customers on EchoRivo. Customers get collected when: the user submits an idea request or upvotes it via portal/widget, submits an idea request via different channels (Slack, Intercom etc.).</p>\n\n\n\n<p class=\"wp-block-paragraph\">Moreover, it is possible to use the HubSpot integration to import your HubSpot contacts into your EchoRivo account as well.</p>\n\n\n\n<p class=\"wp-block-paragraph\">In addition, you can identify your customers using the EchoRivo embed code as explained&nbsp;<a href=\"/docs/how-to-identify-customers-and-track-actions-via-embed-code-on-EchoRivo/\">here</a>.</p>\n\n\n\n<p class=\"wp-block-paragraph\">To access the customers&#8217; list, from your&nbsp;<strong>EchoRivo Dashboard</strong>, open the&nbsp;<strong>Discovery</strong>&nbsp;section and click&nbsp;<strong>Customers</strong>.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"379\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m-1024x379.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-336 lazyload\"/><noscript><img decoding=\"async\" width=\"1024\" height=\"379\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m-1024x379.png\" alt=\"\" class=\"wp-image-336\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m-1024x379.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m-300x111.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m-768x284.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m-360x133.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_1rfpo4m.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">Check the customers&#8217;&nbsp;<strong>Email, Name, Score</strong>, and&nbsp;<strong>Creation Date</strong>&nbsp;from the dashboard.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-337 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1-1024x534.png\" alt=\"\" class=\"wp-image-337\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_1w88j35-1.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-available-actions-within-the-dashboard\">Available actions within the dashboard</h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Import from CSV</strong>: use the button to import the customers&#8217; list from a CSV formatted file.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-338 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34-1024x534.png\" alt=\"\" class=\"wp-image-338\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_1rdfa34.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">1) Once the button is clicked, choose the appropriate file from your device.</p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Match fields from the imported list with the suggested fields from the screen and click&nbsp;<strong>Save</strong>.&nbsp;</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-339 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c-1024x534.png\" alt=\"\" class=\"wp-image-339\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_1ntdf0c.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">You will get an email notification when the import process is complete.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Export</strong>:&nbsp;use the button to export the customers&#8217; list. Check the downloaded CSV file.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Create customer</strong>: use the button to manually create a customer.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-341 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen-1024x534.png\" alt=\"\" class=\"wp-image-341\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_10djhen.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">When the button is clicked, fill in the fields and press&nbsp;<strong>Create</strong>.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"909\" height=\"1024\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-909x1024.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-342 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"909\" height=\"1024\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-909x1024.png\" alt=\"\" class=\"wp-image-342\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-909x1024.png 909w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-266x300.png 266w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-768x865.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-1364x1536.png 1364w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia-360x405.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_17f9bia.png 1366w\" sizes=\"(max-width: 909px) 100vw, 909px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>It is&nbsp;<strong>mandatory</strong>&nbsp;to fill in the&nbsp;<strong>Email&nbsp;field</strong>&nbsp;to be able to create a customer.</strong></p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-customize-customers\">Steps to customize customers</h3>\n\n\n\n<p class=\"wp-block-paragraph\">The following actions are available within the customers&#8217; list.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-343 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e-1024x534.png\" alt=\"\" class=\"wp-image-343\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_zl3e8e.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>View</strong>: click on the button to see the following information about the customer:</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Generic information including customer&#8217;s email, phone, etc</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Score</strong>: ( for more information check&nbsp;<a href=\"/docs/how-to-manage-ideas-scores-on-EchoRivo/\">the following article</a>)</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Company details including job title, salary, etc.</strong></p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Devices</strong></p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>General information such as user activities, usage of the features etc.&nbsp; which can be tracked using EchoRivo embed code as follows</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Internal comments</strong>&nbsp;(it is possible to add comments and delete existing ones)</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"962\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg-1024x962.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-344 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"962\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg-1024x962.png\" alt=\"\" class=\"wp-image-344\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg-1024x962.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg-300x282.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg-768x721.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg-360x338.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_or5xkg.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">Also, it is possible to edit the customer information by pressing the appropriate button.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Edit</strong>:&nbsp;simply use the button to add, delete or edit the customers&#8217; data.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Delete</strong>:&nbsp;click on the button to delete the customer.</p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it! Those were the steps to manage your customers.</p>\n", "protected": false}, "excerpt": {"rendered": "<p>It is possible to track customers on EchoRivo. Customers get collected when: the user submits an idea request or upvotes it via portal/widget, submits an idea request via different channels (Slack, Intercom etc.). Moreover, it is possible to use the HubSpot integration to import your HubSpot contacts into your EchoRivo account as well. In addition, [&hellip;]</p>\n", "protected": false}, "author": 1, "featured_media": 0, "comment_status": "open", "ping_status": "closed", "template": "", "meta": {"footnotes": ""}, "doc_category": [13], "doc_tag": [], "class_list": ["post-123", "docs", "type-docs", "status-publish", "hentry", "doc_category-ideas"], "year_month": "2026-10", "word_count": 360, "total_views": "274", "reactions": {"happy": "0", "normal": "0", "sad": "0"}, "author_info": {"name": "mehedi@99robots.com", "author_nicename": "mehedi99robots-com", "author_url": "/author/mehedi99robots-com/"}, "doc_category_info": [{"term_name": "Ideas &amp; Requests", "term_url": "/docs-category/ideas/"}], "doc_tag_info": [], "yoast_head": "<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\\/\\/yoast.com\\/product\\/yoast-seo-wordpress\\/ -->\n<title>How to Manage Customers on EchoRivo - EchoRivo</title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" />\n<link rel=\"canonical\" href=\"/docs/how-to-manage-customers-on-EchoRivo/\" />\n<meta property=\"og:locale\" content=\"en_US\" />\n<meta property=\"og:type\" content=\"article\" />\n<meta property=\"og:title\" content=\"How to Manage Customers on EchoRivo - EchoRivo\" />\n<meta property=\"og:description\" content=\"It is possible to track customers on EchoRivo. 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