How to Collect a Testimonial Via Email

Step 1:
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

Username: Select the user who should receive the testimonial.
Client Name: Enter the client’s name (e.g., John Doe).
Client Email: Enter the client’s email address (e.g.,
john.doe@example.com).
Client Relationship: Select the appropriate relationship (e.g., Customer).

Step 4: Customize the Request

Suggested Testimonial: Add an optional suggested message (e.g., Great service!).
Email Template: Choose the template you want to use (e.g., tt-default-testimonial-request-5).
Tracking ID: Add a tracking ID if needed for reporting (e.g., ABC-123).

Step 5: Send the Request

Review all details to ensure accuracy.
Click Create Request to email the testimonial request to your client.

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

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.