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 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 ...
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 ...
Add a Collection Link to Your Email (Gmail)
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 ...
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: From the ...