Collecting
Collect a Testimonial Using Your Personalized Link
There are a few different ways to collect testimonials, but perhaps the most flexible is your personalized collection link. This link is unique to you. When someone fills out a testimonial using your personalized collection link, the results are ...
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 ...
How to Collect a Testimonial Via Text
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 ...
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 ...
Add a Collection Link to Your Email (Gmail)
It may be more convenient to add a simple message in the footer of your email, politely encouraging clients to write you a testimonial. Or you may want to encourage your clients to view your testimonials from within your signature. In this example, ...
Add a Collection Link to Your Email (Outlook)
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 ...
Manually add a Testimonial
If you have testimonials you would like to add, you can do so manually. These testimonials could have been received through email, text or perhaps in writing. Here is how you can manually add those testimonials individually. Step 1: Navigate to Add ...