Sender Tracking
What This Page Covers
Section titled “What This Page Covers”Sender tracking helps you understand who initiated a customer request and, when applicable, which employee the request or response should be attributed to.
This applies to both review flow requests and custom form requests.
It also applies when you send from your own device. FSRevs records who prepared the request even though the final SMS or email is sent manually through that person’s phone.
Sent By
Section titled “Sent By”Sent By identifies the team member the request is tracked under. For normal sending, this is the person who sends the request.
Users with Proxy Sender permission can use Send Request As to send on behalf of another available sender. This is useful when one person is entering the request, but another team member should receive the sender credit. For example, a dispatcher or front desk user might send the request after collecting the customer’s contact information, while the request is tracked as sent by the team member who helped the customer.
Linked To Employee
Section titled “Linked To Employee”Linked To Employee is separate from Sent By. It connects the request or response to the employee who helped the customer.
Use this when the customer interaction should be associated with a specific employee, even if someone else sent the request.
Where You See This Data
Section titled “Where You See This Data”You can use sender and employee tracking in:
- Flow Activity — filter and export review flow records by Sent By or Employee
- Form Responses — filter and export form submissions by Sent By or Employee
- Exports — include sender and employee columns when reporting on request activity