The History tab shows the actions your team has taken across your Loyalsnap account over the past 31 days. For each action you'll see who did it, what they did, any details, and the date and time — a quick way to keep an eye on your team's outreach and account changes.
Who can use this
The History tab is available in your Portal. What appears depends on what your team does — for example, team and password changes show up alongside client outreach.
What you'll see in History
The types of actions tracked include:
- Calls: A team member logged a call with a client, including the call result and any note.
- Texts: A text was sent to a client.
- WhatsApp messages: A WhatsApp message was sent to a client.
- Emails: An email was sent to a client.
- Scheduled texts: A text was scheduled, updated, or unscheduled for a client.
- Follow-ups: A follow-up was set for a client.
- Removed from category: A client was removed from a Dashboard Category.
- Texting on/off: Texting was enabled or disabled for a client.
- Added or removed from Loyalsnap: A client was added to or removed from Loyalsnap.
- Notes: A client note was created or deleted.
- Scripts: A Dashboard Category script was modified.
- Automations: An automation was updated.
- Campaigns: A campaign was created, updated, or archived.
- Users: A team member was added, removed, or updated.
- Passwords: A password was changed or reset.
How to filter your History
- Go to the History tab in your Portal.
- Click the filter icon next to User Actions or Users.
- Select the action or team member you want to filter by.
You can filter by multiple users and actions at the same time.
Frequently asked questions
Q: Why can't I see actions older than 31 days?
A: The History tab shows the past 31 days of activity. Older actions aren't displayed.
Q: I filtered my History, but the export doesn't match — why?
A: Filters only change what you see in the Portal. An export includes all actions from the last 31 days — it ignores your on-screen filters but is still limited to the 31-day window.
Q: An action I expected isn't showing up.
A: Confirm it happened in the last 31 days and that your filters aren't hiding it. Try clearing your User Actions and Users filters.
Q: Can I filter by more than one person or action at once?
A: Yes. You can select multiple users and multiple actions at the same time.
If you're still running into issues, reach out to your Loyalsnap rep or contact support.