Flow Activity
What This Page Covers
Section titled “What This Page Covers”How to view, filter, and manage the activity generated by review flows — including responses, statuses, message history, activity logs, and actions you can take on individual records.
Viewing Flow Activity
Section titled “Viewing Flow Activity”Navigate to Collected Data > Flow Activity in the portal sidebar to see all review flow activity. The list shows every flow activity record — one for each time a customer entered a review flow.
You can also open a Flow Builder and select Activity. That view stays locked to the selected Review Flow so its records cannot be mixed with another Flow. If the Flow can run at several locations, choose a location while the Flow remains fixed.
From contextual Activity you can select Export or Request Review. When several locations are available, choose the intended location before preparing the new request. Both the locations you can choose and the records you can open depend on your access.
Activity List
Section titled “Activity List”Each entry in the list shows:
| Column | Description |
|---|---|
| Customer | Name and contact information |
| Flow | Which review flow was used |
| Location | The associated location |
| Rating | The customer’s sentiment rating. Customer Recommendation Score responses show the 0–10 value. |
| Status | Current state (sent, opened, completed, etc.) |
| Employee | Attributed team member |
| Created | When the record was created |
Records with an observed Customer Journey also provide a Journey action. Open it to review the ordered path without leaving the activity list.
List Tabs
Section titled “List Tabs”The activity list has tabs to quickly narrow your view:
- All — Every flow activity record
- Active — Records currently in progress
- Review Attempt — Records where the customer clicked through to a review site
- Feedback — Records containing private feedback
- Failed — Records where delivery failed
Filtering
Section titled “Filtering”Use the filter panel to narrow results by:
- Location, Review Flow, Smart Link, Customer, Employee
- Has Employee (assigned or not), Sent By (team member who sent)
- Followup destination shown
- Rating / Score (star rating equivalents, plus Customer Recommendation Score categories: At-Risk, Neutral, and Advocate)
- Public/Private visibility, Completed status
- Has Feedback, Has Review Attempts
- Has Phone, Has Email
- Created and Completed date ranges
- Deleted records (include soft-deleted)
Record Detail Page
Section titled “Record Detail Page”Click on any record to open its detail page. From here you can see the full picture of the customer’s interaction and take action on it.
What You’ll See
Section titled “What You’ll See”- Rating and sentiment — The customer’s rating and how it was classified. If the flow used Customer Recommendation Score, the record shows the 0–10 score and its category.
- Feedback — Any private feedback or message the customer submitted
- Photos — Images the customer uploaded during the flow
- Review sites visited — Which review platforms the customer clicked through to
- Employee — The team member attributed to this interaction
- Sent by / Created by — Who initiated the request
- Followup — Where the customer was directed after the flow
- Observed Journey — The ordered path across connected FSRevs resources, including links to other result records when available
- Marketing consent — Whether the customer consented to marketing use of their content
Actions You Can Take
Section titled “Actions You Can Take”| Action | Description |
|---|---|
| Edit feedback | Modify the feedback text (with permission) |
| Toggle public/private | Control whether this review is visible in widgets and public pages |
| Reply | Send a reply to the customer’s feedback |
| Edit employee | Change the attributed employee |
| Contact | Send the customer a follow-up email or SMS |
| Journey | Open the observed Customer Journey when one has been recorded |
| Delete / Restore | Soft-delete or restore a record |
The Journey timeline can show entered and completed times, the Smart Link or Saved configuration used, location or attribution context, and other Review Records or Form Responses in the same path. See Customer Journeys.
Sub-Pages
Section titled “Sub-Pages”Each record detail page has tabs for deeper information:
- Message History — Every email and SMS sent for this record, with delivery status, open counts, and customer replies
- Activity Logs — A step-by-step log of every action the customer took through the flow
- Audits — A detailed change history showing who modified the record and when
Publishing Testimonials
Section titled “Publishing Testimonials”When a customer provides content with marketing consent, you can use it in several ways:
- Review widgets — Toggle the record to public and it appears in your review widgets on your website
- Public pages — Public records are showcased on your BestLocalReviews.com public page
- Export for campaigns — Export records and use the feedback, photos, and taglines in social media, email campaigns, or AI-powered content generation
Exporting
Section titled “Exporting”Click the Export button to export flow activity data with full control over which columns to include. See Exporting Data for the complete guide to filters, available columns, and export workflows.