How to Collect a Testimonial Via Email
Step 1: From your Dashboard click the Collect Testimoinal button
Step 2: The Collect Testimonial Page will open. Click the Send Via Email button
Step 3: The Send a Testimonial Request Via Email page will open
- Enter the Recipient Name and Email in the required fields
- You can include the name of your Recipients company or position, if you would like
- Check the box by "Send yourself a copy" if you would like a copy
Step 4: You will see a preview of the message on the right-hand side
Step 5: If you would like to customize your message, click "Customize Request Template" (note that this is a one-time customization and will not save in the account)
Step 6: Once your message is ready, click the Send Request button
Step 7: Your Recipient will receive a request that looks like this (note that the request language may differ from what is shown here depending on your account settings) and be prompted to click through to leave a testimonial
How to Collect a Testimonial Via Text
Step 1: From your Dashboard click the Collect Testimonial Button Step 2: The Collect Testimonial Page will open. Click the Send Via Text button Step 3: The Send a Testimonial Request Via Text page will open Select the User or Location from the drop ...
Add a Collection Link to Your Email (Gmail)
An easy way to collect testimonials is by putting your collection link in the signature of your email. You can also direct your clients to view your existing testimonials from within your signature. Follow these steps to add your collection links to ...
How to Unpublish a Testimonial
There may be a testimonial that was shared on your marketing sites or website widgets that you would like to remove. If this occurs, follow the steps below to remove the testimonial. Please note that it can take up to 24 hours for testimonials to be ...
How to Publish a Testimonial
Most accounts are setup to auto-publish testimonials to the account's marketing sites and widgets. However, if you have a testimonial that you need to manually publish, you can follow these steps to do so. Please note that it can take up to 24 hours ...
Re-Send a Testimonial Request
If you used the testimonial request form in Testimonial Tree, you can easily resend a previous request. Step 1: From the Dashboard, click on Reports in the Navigation Bar and then Testimonial Requests Sent Step 2: The Testimonial Requests Sent ...