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  • Talkable Campaigns
  • Features
    • Coupons
    • Shopify coupon auto-sync
    • Shopify Purchase Syncing
    • Referral Tracking Methods
    • Advocate Personal Coupon Sharing
    • Converting Into Localization
    • Customer Service Portal
      • Overview
      • Terminology
      • Use case #1:
        Where do I find referrals?
      • Use case #2:
        Where is Advocate reward?
      • Use case #3:
        Who should get the reward?
      • Use case #4:
        Did my Friend get an email?
      • Use case #5:
        Blocklisting a user
      • Use case #6:
        Creating a referral for an Advocate
    • Params Encryption
    • Integrating Events
    • File Encryption
    • Report Password Protection
    • Including Product Items
    • Pass Custom User Data
    • Phone number gating
    • Referrals Approval
    • Segment With Product SKU
    • Segment With Traffic Source
    • Subscribing To Iframe Events
    • Setting up Campaign Placement criteria
    • Using URL Parameters
    • White-labeling
    • Single Sign-On (SSO)
  • Standard Integration
  • Loyalty Integration (beta)
  • E-commerce Platforms
  • Email Marketing & Automation
  • Payment Solutions
  • API Reference
  • Webhooks
  • Talkable iOS SDK
  • Talkable Android SDK

Customer Service PortalΒΆ

Explore full details for each individual customer and their referral journey, manage their rewards and deliver excellent customer service.

Contents:

  • Overview
    • Logging In
    • Navigating to the Customer Service Portal
  • Terminology
    • Referral
    • Reward
  • Use case #1:
    Where do I find referrals?
    • Person Lookup
    • Referral details
  • Use case #2:
    Where is Advocate reward?
    • Email delivery
  • Use case #3:
    Who should get the reward?
    • Handling customer inquiries
    • Cross referrals
  • Use case #4:
    Did my Friend get an email?
    • Friend was blocked for self-referral
  • Use case #5:
    Blocklisting a user
    • Adding a user to the blocklist
    • How do I UnBlocklist a user?
  • Use case #6:
    Creating a referral for an Advocate
    • Gathering the info
    • Creating the referral
    • Viewing the results of the manually created referral