To measure employee performance and ensure quick redressal of customer grievances, Birdeye allows you to link employees to customers added to your dashboard. Linking employees to customers also helps a business reward and incentivize the employees for good performance.

You can link your employees to the customers in two ways: 

Option 1: You can add an employee name against a customer's name at the time of uploading multiple customer contacts to the Birdeye dashboard.

To link employees using this method, click on the 'Campaigns' tab on the left navigation rail of your Birdeye dashboard go to the 'Contacts' tab. Once on the 'Contacts' page, click on the 'Add Contacts' button on the top right corner and select the 'Upload Contacts' option.

Now, click on the 'Download template' button to add multiple customer contacts.

You can use different fields in the Excel file to add information for different customers. In the field labeled as 'Employee Email,' you will have the ability to add the email ID of the employee(s) whom you want to link to a specific customer.

Once you have added customer information to the employee email IDs, you need to upload the Excel file to complete the process.

Option 2: An employee is automatically linked to a customer if a review request email is sent using the 'Quick Send' button located on the top bar of the Birdeye dashboard. After the review request has been sent, the name of the user who is logged in to the Birdeye account appears under the 'Assisted by' icon next to customer information in the 'Campaigns' tab.