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Online Reputation Dashboards

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Qtip: If you are a CX customer interested in Online Reputation Management, reach out to your Account Executive or Customer Success Representative.

About Dashboards for Reputation Management Projects

You can bring the social data from your Online Reputation Management project into a CX dashboard project to create a report of your social data.

Using Reputation Data in a New CX Dashboard Project

If you have access to CX Dashboards, you can load your Reputation Management data into an existing dashboard project, or into an all new dashboard project.

  1. Follow all of the steps in Creating Your First Dashboard Project.
  2. After saving your new dashboard, you should be automatically transported to Dashboard Data.
    Add source button center of page clicked, expanded to reveal External Data source option, and this menu expands to show the names of reputation management projects created
  3. Under Add Source, hover over External Datasources and select your Online Reputation Management project.
  4. Choose any fields you want to map, and deselect those you don’t want to map.
    Mapping window with a list of fields to be selected or deselected
  5.  Click Add.
  6. Click Save.
    After saving previous window, there's a Save button in the lower-right of Dashboard Data

You can now edit your dashboard as needed.

Using Reputation Management Data in an Existing CX Dashboard Project

  1. Locate your dashboard project.
  2. Select the dashboard you’d like to add the source to.
    List of dashboards in a project. Click the name to enter
  3. Go to the dashboard settings.
    Dashboard Data tab
  4. Make sure you are in Dashboard Data.
  5. Click Add Source.
  6. Hover over External Datasources.
  7. Select your reputation management project.
  8. Add new fields as needed.
  9. Click Save in the lower-right of the page.

Online Reputation Management Template

Qtip: This is only available if your social data collector is set to ReviewTrackers.

After you have the data source loaded into a new or existing dashboard, you can use this data in your dashboard to build customized reports and widgets. However, we also have a premade template you can use, to make it easier to report on these fields.

Qtip: Page templates cannot be added to the dashboard included by default in the reputation management project. This template is meant to mimic the widgets, filters, and formatting of the default dashboard included in the reputation management project.
  1. Go to a dashboard where you’ve added the reputation management data as an external data source.
  2. Click Add page.
    Add Page may be along the left of a dashboard or along the top, and will lead to a dropdown of options, including to add a page from a template
  3. Click Page from Template.
  4. Select Online Reputation Management.
    New window that opens has a field for the type of template. Once selected, this creates a new field where you select the exact data source. Proceed with the create button in blue, bottom right of the new window
  5. Select your project.
  6. Click Create.

Basics of CX Dashboard Creation

If you’re not sure where to start, check out these introductory pages on CX Dashboards.