How to Collect a Testimonial Via Email
From your Dashboard, go to the left-hand navigation menu.
Click Testimonials, then select Collect from the dropdown menu.
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 name (e.g., John Doe).
- Client Email: Enter the client’s email address (e.g.,john.doe@example.com).
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Client Relationship: Select the appropriate relationship (e.g., Customer).
Step 4: Customize the Request
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Suggested Testimonial: Add an optional suggested message (e.g., Great service!).
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Email Template: Choose the template you want to use (e.g., tt-default-testimonial-request-5).
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Tracking ID: Add a tracking ID if needed 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 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
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