How to Collect a Testimonial Via Text
Step 1:
From your Dashboard, go to the left-hand navigation menu.
Click Testimonials, then select Collect from the dropdown menu.
From your Dashboard, go to the left-hand navigation menu.
Click Testimonials, then select Collect from the dropdown menu.
Step 2: The Collect Testimonial Page will open. Click the Send Manual Request button
Step 3: Enter Recipient Details
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Username: Select the user who should receive the testimonial.
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Client Name: Enter the client’s full name (e.g., John Doe).
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Phone Number: Enter the client’s phone number.
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Client Relationship: Select the appropriate relationship (e.g., Customer).
Step 4: Customize the Request
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Suggested Testimonial: (Optional) Add a pre-filled message suggestion (e.g., Great service!).
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Tracking ID: (Optional) Add a tracking ID for reporting (e.g., ABC-123).
Step 5: Send the Request
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Review all details to ensure accuracy.
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Click Create Request to send the testimonial request to your client via SMS.
Step 5: Your Recipient will receive a request that looks like this and be promoted to click the link to open your testimonial collection page and leave a testimonial
Collection page:
Disclaimer: The procedures and screenshots provided are for reference only. Actual steps and visuals may differ slightly based on software updates, device configurations, or user settings.