Surveys
Survey Requests Automations: Opt Out
For Agents (users) How to Opt Out of Survey Requests Automations 1. Users may CLICK GEAR ICON and CLICK ACCOUNT (top right hand side) in Testimonial Tree dashboard 2. Automation Opt Out TOGGLE ON Opt Out (Surveys, Testimonials) and press SAVE (scroll ...
Create A Static Survey Link for Embedding
If you are not using a survey integration, you can generate a static survey link. This link can be embedded on your website, added to email campaigns, or shared directly with clients. Steps to Create a Static Survey Link Step 1: From your Dashboard, ...
How to Add Survey Meta Data
Survey Meta Data allows you to track additional information that goes beyond the standard Testimonial Tree survey setup. This is most commonly used to personalize survey questions or to provide more detailed reporting. For example, by adding a ...
Find Your Survey ID
If you are an account adiminstror and need to find your survey ID, follow these steps: Step 1: From the Dashboard, select Surveys from the Navigation Bar and then Manage Surveys Step 2: The Manage Surveys page will open. Your survey ID will be in the ...
Manually Request a Survey
If you are not using an automated feed, or if you need to send a survey that may have not been sent through a feed, you can send a survey manually. Note that this feature is only available to the parent account, not a child/user account. Step 1: From ...
Survey Request Automation
One of the keys to success using the Testimonial Tree system is its automation features. Automating survey/feedback requests after a recent event (transaction, visit, etc) helps maximize response rates and makes things easier for our customers. ...