People & Companies

Audience: Marketers and admins

People lists everyone who has given you proof. Companies groups those people by the company they work at. Each record shows the proof that person or company gave you, their rewards, and their activity. Use these pages to find advocates, check who said what, and build lists for outreach or case studies.

Search, filter, sort, choose columns, and save views you use often.

Browse, filter, and save views

What a person or company record shows: profile, snapshot, proof, and activity.

Person and company drawers

Change a name, job title, avatar, relationships, company, or social profiles.

Edit a person's profile

The details we look up for a company, and the ones you can edit.

Company details and enrichment

Select many rows to add a tag, set a relationship, or export a CSV.

Tag, update, and export in bulk

Where to find it

In the sidebar, under PROOF, click People or Companies. They are two separate pages.

The People page with the sidebar open on People under PROOF, the All and Advocates tabs, the filter bar, and the people table

How people and companies get here

You don’t add people or companies by hand. HighAdvocacy adds them for you:

From campaigns: we add each person who sends a submission.
From imports: we add each reviewer as a person. A work email also adds their company.

We group people into companies by the domain of their work email, so two people at @acme.com show up under one Acme company. You can move a person to a different company later. See Edit a person’s profile.

People who only opened a campaign and never sent anything don’t appear in the list.

The People page

The People page has two built-in tabs:

All: everyone in the workspace.
Advocates: people with proof you can use (verified, imported, or rewarded).

By default the table shows Person, Company, Given on (the platforms they gave proof on), Proof, Verified, Rewards, Job title, Location, Tags, and Last activity. You can add more columns, such as Relationship, Stage, social profiles, and your own custom fields.

Each person has a stage that shows how far they’ve come:

Stage	Means
Engaged	They opened a campaign.
Submitted	They sent a submission that’s waiting for review.
Verified	Their proof was approved. People whose only proof is imported show Imported instead.
Rewarded	They got a reward.

Relationships describe how the person is linked to your business: User, Customer, Employee, Partner, Vendor, Influencer, or Other.

The Companies page

Each row on the Companies page is one company. The table shows the company’s details (such as Domain, Industry, Size, and Location) and its advocacy counts: Verified people, People, and Proof.

The Companies page with the Industry and Size filters and the Domain, Location, Verified people, People, and Proof columns

Use it to see which customers gave you the most proof, or which logos you can feature.

What you can do here

Search, filter, sort, and save views. See Browse, filter, and save views.
Open a person or company to see their proof and activity. See Person and company drawers.
Edit a person’s profile and move them to another company. See Edit a person’s profile.
Edit company details. See Company details and enrichment.
Tag, set relationships, or export many rows at once. See Tag, update, and export in bulk.
Add a person or a saved view to your sidebar favourites. See Find your way around.

Library: all your proof in one place, linked to the person who gave it.
Imports: bring in existing reviews, which also adds the reviewers here.
Custom fields: add your own fields to people.