How to set up your Review Forms

Avatar

By Michael

updated 8 months ago

Review Forms are customer-facing testimonial capture forms, which are sent to your customers via SuperLinks. Each property in Testimoni.es has its own Review Form.

This guide will take you through the steps required to set up your Review Form.

Firstly, head to the Review Forms page.



Step 1: Form settings

This tab allows you to create the look and feel of your EndoForm, including:

— Logo
— Theme color
— Introduction text
— Avatar syncing (customers can pull through social media avatars in a few clicks)
— Endorsal branding
Custom domains (host the form on your own website)


The first record will appear straight away, while the second one relies upon the first having been set to ACTIVE.  

Once you've added the first record, allow it to propagate or force a DNS refresh. Then head back to Testimoni.es. Once record one is ACTIVE, record two will appear.



Step 2: Fields

Here you can specify which data you'd like to collect from your customers as well as customising the field labels.

You can choose from:

— Avatar
— Name
— Company
— Position (job title)
— Location
— Rating (stars: 1-5)



Step 3: Submission settings

This tab allows you to choose what happens after a customer sends their testimonial. You can edit the text that's displayed, as well as the following powerful features:

— Publish to other services

You have the option to send customers to other platforms in order to post the same review. Simply turn a platform on and paste the link to your review page. 

On the live form, your customers' comments are automatically copied to the clipboard and they are given instructions to post the corresponding review. 

We support these platforms by default: 

— Facebook Pages
— Google My Business
— Yelp
— Trustpilot

And you can add any other platform you like, using the "Add a custom service" section:


— Incentivised request

Reward your customers for leaving their testimonial by adding an incentivised request. Here you can specifiy the reward, be it a discount code or unique link to a reward page. 

On the live form, the reward will be displayed only once the testimonial has been sent. 

— Visit button

Create a button to send your users to a destination of your choice after leaving their review. A great way to drive engaged customers back to your site.


Did this answer your question?