“Did I remember to send out the feedback survey and ask for a testimonial from Matt after our last project was finished?
Did Mary respond to the email I sent her last week asking for a testimony?
“In which folder are the testimony request forms?”
Many marketing and Customer Success professionals are familiar with jamaica phone number list these questions. If testimonial requests aren’t automated in the customer journey, they can be a lot of manual work.
Fortunately, it's easy to automate testimonial requests with the help of a CRM system.
This blog tells you:
How to collect testimonials automatically
How to integrate Trustmary with your CRM system
Benefits of automation
Automatic collection of written and video testimonies
You can “outsource” testimonial collection from your CRM system by creating automations. Trustmary can be integrated into most CRM systems, such as HubSpot , Pipedrive , SalesForce, and Microsoft Dynamics 365. Learn more about integrations here .
Below we discuss what you can do after CRM integration and how to automatically collect written and video testimonials with Trustmary.
Contact lists and triggers
If feedback and testimonial collection is connected to your CRM workflow, you can use Trustmary to define which surveys are sent to which customers at different touchpoints in their journey.
Basically, customer contact details are transferred from the CRM to Trustmary and form new contact lists. A contact list can include, for example:
Customers who have made a purchase during the last 3 months,
customers who purchased specific products and
Customers who have returned a product
After creating contact lists, you can target specific surveys to specific lists. You can set different triggers for contact lists. Triggers trigger the sending of surveys at a chosen stage of the customer journey.
A trigger could be:
Add a new client to a contact list
New survey response/score
Recurring event at a precise point
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Sending survey forms
If you want to send a survey form to a specific customer segment once a quarter, you can set up an automation. You don’t have to worry about whether or not Matt received the testimonial form – he did.
Another example: If Mary gives your service an NPS score of 6 or lower, you can automatically send her a survey asking how you could help improve her customer experience.
In addition to triggers, you can set other conditions for submitting forms.
You can choose:
the channel to send the form (email, SMS)
the possible waiting time before shipping
Other conditions for shipping
a period to send a reminder if the customer does not respond
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If you do not make it on your computer, you will need to contact it automatically and without a tarvitse, it will be in the same place. Voit pot
Once you've created your form, targeted it to a specific contact list, and configured the automation, you don't need to do anything else.
You can be on vacation or taking a nap at home, and the survey form will be automatically submitted if the conditions are met.
