How to automate testimonial sharing

Want to put your testimonial collection on auto-pilot? If you're a founder, course owner, creator, or freelancer you will know that collecting social proof is critical. But how can you automate the process to ensure you have a constant flow of new social proof. Here's X ideas for automating your testimonial collection.

Trigger an email with a link to a form

When should I ask?

For SaaS

• After your customer upgrades their account to Pro

• After your customer hits a product milestone

• After your customer has used your product for X months

• When someone leaves you positive feedback in a chat bot

For courses

• After you student completes the final module of the course

• After someone has beta tested your course

• 6 weeks after someone completes the course when they can share their outcomes and successes

For freelancers

• After the customer finishes their engagement with you

• After you complete the first set of work for the customer if it's a longer engagement

What should I send?

Compose a testimonial request template with a link to a testimonial collection form. Automate sending this to your customer on completion of the work - maybe 2 days or 7 days later.

For example, on Roast My Landing Page, when returning a customer's landing page roast over email I use a template that contains a testimonial collection link.

How do I automate this?

You can use a tool like Zapier to do this.

Import from social channels and review platforms

Customers may leave testimonials for you across social channels like Instagram, Facebook and Twitter, or review platforms like Tripadvisor.

Using a tool like Senja, you can automatically pull these into your account, where you can manage them, and turn them into widgets and Walls of Love.

In fact, many testimonial tools will constantly monitor other platforms and pull in the latest reviews and testimonials for you. That way you have them all, in one place, when you need them.

After feedback

Whatever your business type, it's likely that at some point you ask for feedback. Consider feedback a more objective review, rather than a positive testimonial.

However if someone leaves a positive review in a feedback form, automate a follow up email with a request to also share a video or text testimonial.

Share a collection form

Wherever you automate collection, you should send your customers to a testimonial collection form.

This form can capture their video or text testimonial in away that is easy for your customer. Video testimonials especially can be complex to record and upload. Using a Senja collection form makes it easy for everyone.

Trigger in your chatbot

If you're using a chatbot, make sure you send a link to your collection form if someone leaves you a positive comment or feedback. This is similar to any other feedback.

Read this guide to: automate testimonial sharing too.