Using Testimonial Collector


Using Testimonial Collector

Launch Direct Connect and select “Collect Testimonials.”

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A welcome message will be displayed. Select “Add Recipient” to get started.

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Navigate to the Customize Survey section to customize your survey. You can customize three sections of the survey:

  1. Welcome message
  2. Auto reply
  3. Closing message

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You can choose to auto publish responses on your website and social media.

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You are unable to connect social media accounts from Direct Connect. You'll will be prompted to log into your DCC to connect accounts.

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You can also test your survey by selecting the “Test Survey” button. You can then enter your phone number and preview the survey.

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The Add Recipients screen is where you can add survey recipients. Add phone contacts by selecting “Add From Address Book” or enter phone numbers manually.

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After sending a survey, you’ll be prompted to send another. Select “No” to be taken to the analytics page. Select “Yes” to send more surveys.

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The analytics section is where you can view testimonials and data.

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Select the filter icon to apply filters to the testimonials list.

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Select “Share” to share the testimonial on your website or social media. The screen below will display. Here you can select the platforms where you'd like to share the testimonial.

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Select “Send Survey” to send the survey right away. The screen below will display.

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Select “Cancel” to cancel the survey. The screen below will display.

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You can choose to receive progress reports or notifications when they get a new testimonial.

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Navigate the tool by clicking the menu icon.

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