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Zyene Reviews
Zyene Reviews

Customer list Know who to ask next.

Names, contact details, notes and tags in one list. Import a CSV, see who finished a request, and ask the right people.

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From a spreadsheet to the right people asked

Everything happens on the Customers page and each customer’s profile.

  1. Step 1: Bring customers in

    Add them one at a time or import a CSV with a name, email and phone column.

    customers.csv
  2. Step 2: Organize

    Add tags, merge duplicates and search by name, email or phone.

    regulars
  3. Step 3: Pick a segment

    Filter to who hasn’t completed a request, who is recent, who opted out, or by tag.

    Not completed (61)
  4. Step 4: Ask

    Select customers and continue in the campaign builder, or send one request from a profile.

    Send Request
  5. Step 5: Follow along

    Each profile keeps a timeline of requests and private feedback, newest first.

    Completed · Oct 12
A café owner in an apron reading a tablet behind the espresso counter

Ask the right people

Filter, select and send in a few clicks

Segment tabs show who was asked but hasn’t completed a request, who you added or asked recently, and who opted out. Select the people you want and continue in the campaign builder.

  • Search by name, email or phone, or filter by tag
  • Select up to 500 customers for one bulk action
  • Opted-out customers are left out automatically

Import & export

Bring in the customers you already have

Upload a CSV from your booking tool, POS or spreadsheet. Preview the first rows, confirm you have consent to contact them, and import.

  • A name, email and phone column, with a template to download
  • Every row needs an email or a phone number
  • Up to 5,000 rows and 5 MB per file; export to CSV anytime

Customer profile

Every request and reply, per customer

Open a customer to see their details, tags and a timeline of review requests and private feedback. Send a new request from the same screen.

  • Requests sent, completed and last contacted
  • Edit the name and tags in place
  • Mark someone as opted out, or clear it, from the list

Tools for a clean, useful list

  • Add by hand

    Full name and email, plus an optional phone number and notes.

  • CSV import & export

    Import with a preview first; export names, contacts, tags and request history.

  • Tags

    Add or remove tags in bulk and filter the list by tag.

  • Merge duplicates

    Combine two records for the same person into one.

  • Opt-out control

    Mark a customer as opted out and no request will reach them.

  • Test contacts

    Tag a contact zyene:test to keep it out of sends and customer metrics.

  • Key facts

    Segment tabs, from All to Opted Out
    6
    Rows per CSV import
    5,000
    Customers per bulk action
    500
    The window behind the Recent tab
    30 days

Good to know

A completed request means the customer finished your review page; Zyene can’t confirm that Google published a review. Importing asks you to confirm you have consent to contact everyone in the file.

How do I import customers from a spreadsheet?

On the Customers page choose Import CSV and upload a .csv file with name, email and phone columns (a template is provided). Every row needs an email or a phone number. You can import up to 5,000 rows and 5 MB at a time, and you preview the rows and confirm consent first.

What happens to customers who are already in my list?

When an imported row matches an existing email or phone number, that contact is updated instead of added twice. For duplicates with different details, use Merge duplicate from the customer’s menu.

Can I export my customer list?

Yes. Export CSV downloads each customer’s name, email, phone, tags, requests sent, last send date and whether they have reviewed.

What do the customer segments mean?

Not completed: asked at least once with no completed request yet. Completed request: finished a request. Recent: added or asked in the last 30 days. No Contact Info: no email or phone. Opted Out: marked as opted out.

Can I send review requests to many customers at once?

Yes. Select up to 500 customers and choose Send Request to continue in the campaign builder. Opted-out customers are left out.

Everyone you might ask for a review, in one tidy list.

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