> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/crm/testimonials/collecting-testimonials.md).

# Collecting Testimonials

Learn how to request testimonials from your contacts and collect client feedback directly within Rechat.

{% embed url="<https://rechatq.wistia.com/s/02e94vwbhcfqovi>" %}

### Overview

Testimonials can be requested directly from a contact profile.

When a contact submits a testimonial, it is automatically saved to your Testimonials library and becomes available for use throughout Rechat.

### Request a Testimonial

#### Desktop

1. Navigate to **People**
2. Open a contact profile
3. Click **Get Testimonial**
4. Select a testimonial request template
5. Customize the email if desired
6. Click **Save & Continue**
7. Send the request

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2Fc4JbmjjmfswpYaSx4UKw%2F2026-06-10_09-44-01.png?alt=media&amp;token=1641daee-8b3d-453c-a5c3-124ae9c4308b" alt=""><figcaption></figcaption></figure>

### Select a Testimonial Template

Choose from several professionally designed testimonial request templates.

Each template can be customized before sending.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FNH9SDPvOYgODy8jiHiYp%2F2026-06-10_09-44-10.png?alt=media&amp;token=5fcdf6b8-a80f-41c3-ac6e-bcb4cfdfed97" alt=""><figcaption></figcaption></figure>

### Customize the Request

Before sending, you can:

* Edit the subject line
* Update the message content
* Preview the email
* Send yourself a test email

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FPJXRsBEckAfaJwSTV7EZ%2F2026-06-10_09-44-24.png?alt=media&amp;token=4a996de0-bb82-4659-922f-2d43addcde29" alt=""><figcaption></figcaption></figure>

### Client Experience

When the contact receives the email, they can:

1. Rate their experience
2. Write a testimonial
3. Submit their feedback

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2Fw5Qi6s4pEAzIAuotJnBQ%2F2026-06-10_12-07-59.png?alt=media&amp;token=c8ba754b-0456-4745-b3d2-4ab3f2f36313" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}

#### Note

Testimonials currently support:

* 1–5 star ratings
* Written feedback (up to 500 characters)
  {% endhint %}

### After Submission

Once a testimonial is submitted:

* The testimonial is saved to your Testimonials library
* The testimonial appears in the contact's History timeline
* You receive an email notification

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FithRsCYuiqhu6VIYrztL%2F2026-06-10_09-50-22.png?alt=media&amp;token=a9a35f18-1b6d-405c-be65-f391c1c53bb7" alt=""><figcaption></figcaption></figure>

### Collect Testimonials with Testimonial Tree

If you use Testimonial Tree to collect client reviews, you can connect your Testimonial Tree account as a testimonial source in Rechat.

Once connected, clients can be directed to your **Testimonial Tree collection page** to leave their feedback. Testimonials collected through Testimonial Tree then sync into your Rechat Testimonials library.

#### Connect Testimonial Tree

1. Navigate to **People > Testimonials**.
2. Click **Settings**.
3. Under **Testimonial Sources**, locate **Testimonial Tree**.
4. Click **Connect**.
5. Review the connection information and click **Connect** again.
6. Sign in using the **Email or Username** associated with your Testimonial Tree account.
7. Complete the Testimonial Tree authorization process.

#### How Testimonial Tree Syncing Works

When you first connect your account, your existing Testimonial Tree testimonials are imported into Rechat.

Afterward, new Testimonial Tree testimonials automatically sync to Rechat approximately **every four hours**.

{% hint style="info" %}
Testimonial Tree testimonials do not currently sync in real time. If you've recently received a new testimonial and don't see it in Rechat yet, allow several hours for the next sync.
{% endhint %}

### Related Articles

* [Managing Testimonials](/guides/crm/testimonials/managing-testimonials.md)
* [Using Testimonials in Marketing](/guides/crm/testimonials/using-testimonials-in-marketing.md)


---

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