Survicate is a very intuitive tool. To use the customer testimonial template:
1. Click on "Send this survey for free" button and sign up.
Signing up makes you a free account user. If you have bigger needs and need a paid account, sign up through our pricing page.
2. Once you sign up, you’re ready to work on the customer testimonial template. Leave it as-is or modify it to better suit your needs:
Tweak the questions to match your brand tone of voice, add your own questions, make the survey look on-brand. If your survey is on the long side, add the progress bar - seeing how many questions are left will help respondents keep up.
3. If you’re distributing the survey using a different channel than email and you want to contact some of the survey respondents, configure the survey by connecting it to the CRM you use. This will make the respondents' identities visible to you so that you can get in touch with them about writing reviews.
4. Optionally, add the collaboration tool (Slack or Microsoft Teams).
Integrating Survicate with those tools makes it easier for your team to handle the responses and speeds up the feedback collection process.
5. Now you're all set. Generate the survey link or a code to embed the survey in an email. Or, trigger the survey in your mobile app if you think it’ll give you higher response rates.
6. Track the survey progress in the report panel.
7. Since Survicate gives you real-time access to customer feedback, you can start to analyze results when the campaign is still going. Access the responses in the tool panel or have them delivered to Slack.
With Survicate, collecting client testimonials is far from complex.
Feel free to use the customer testimonial template above and start the work today.
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