As an Admin of an account you can create Teams so that more than one agent can request and receive survey and testimonial feedback.
Step 1: Select Management from the left-hand side Navigation Bar and then Teams
Step 2: On the Teams page, click Add Teams
Step 3: Here you will add the Team information:
- Add a Team Name and a Team Code
- You can also add any of the additional contact fields if needed
- From the Manager drop down, select your Team Leader
- Click Save
Step 4: Now on the Teams page you will see the Team you added and you will be able to edit and/or delete on the right-hand side
How to Add Locations
As an Admin of an account you can create Locations if you have more than one office location. Step 1: Select Management from the left-hand side Navigation Bar and then Teams Step 2: On the Location page, click Add Location Step 3: Here you will add ...
Modify, Add, or Delete Users
With an enterprise account, you're able to manage all the users in your account. Step 1: To access your users, from the Dashboard go to Management in the left-hand side Navigation Bar and then Users Step 2: The User Administration page will open ...
Manually add a Testimonial
If you have testimonials you would like to add, you can do so manually. These testimonials could have been received through email, text or perhaps in writing. Here is how you can manually add those testimonials individually. Step 1: From the ...
How to Add Survey Meta Data
Meta Data can be added to surveys to allow tracking of any data you require that is outside of the base use case of the Testimonial Tree software. Meta Data is most commonly used to augment the survey presented to your customers. By Adding a ...
Add Your Logo and Brand Colors
Follow these steps to add your logo and brand/company colors to your your account dashboard and collection pages. Note that this feature is only available to the parent account, not a child/user account. Step 1: From your Dashboard click on your ...