Sender Tracking
What This Page Covers
Section titled “What This Page Covers”Sender tracking helps you understand who a customer request was sent as and, when applicable, which employee the request and response are associated with.
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 the Send for others role can use Send as to send on behalf of another available team member. For email, the selected person’s name appears as the sender, while the underlying From address stays the same. The request is also tracked as sent by that person. This is useful when one person is entering the request but another team member should receive the sender attribution.
Employee the Customer Worked With
Section titled “Employee the Customer Worked With”Employee the customer worked with is separate from Sent By. It connects the request and 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:
- Request Activity — compare human-requested activity using Sent By attribution across Review Flows and Custom Forms
- Team Performance — compare completed Review Flow results using the saved Employee attribution
- 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