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 report allows you to see all of the testimonial requests you have sent from within Testimonial Tree. Here you will see the Email Address the sent was request to, Client Name, Status (sent or rejected), Date and Time sent, Agent Name, and if the client completed the form or not (Captured).
To resend the request select the loop icon under the Resend column.
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 ...
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 ...
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-assign a Testimonial
If you need to re-assign a testimonial to a different user, please follow these steps: Step 1: From the Dashboard, click on Testimonials in the Navigation Bar and then Manage Testimonials Step 2: The Manage Testimonials page will open. Scroll down ...