Collecting Testimonials

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

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

Select a Testimonial Template

Choose from several professionally designed testimonial request templates.

Each template can be customized before sending.

Customize the Request

Before sending, you can:

• Edit the subject line

• Update the message content

• Preview the email

• Send yourself a test email

Client Experience

When the contact receives the email, they can:

1. Rate their experience

2. Write a testimonial

3. Submit their feedback

Note

Testimonials currently support:

• 1–5 star ratings

• Written feedback (up to 500 characters)

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

Related Articles

• Managing Testimonials

• Using Testimonials in Marketing