How to automate the process of collecting testimonials?

Automation & No-Code, Collaboration & Clients

Define a simple, repeatable process for gathering testimonials. A consistent flow reduces friction for customers.

Use a short form to capture essential details: name, company, role, and the testimonial text.

Automate reminders and centralize responses to speed up publishing.

Who is this for?

- Marketing teams seeking social proof
- Content creators needing authentic quotes
- Sales teams building trust with prospects
- Product teams collecting feedback for case studies

Before you start

- Basic form creation capability
- A destination to store responses

General Process (How it works)

  1. Define goals and data points Decide which fields to collect (name, role, company, testimonial, consent) and criteria for quality.
  2. Design an intake form Create a short form to collect required fields and the consent checkbox.
  3. Set up automated delivery Trigger the form to customers after a milestone or via a scheduled reminder.
  4. Centralize responses Collect responses in a single place (e.g., a sheet or database) for easy review.
  5. Review and approve Review submissions, ensure consent, and flag for publishing.
  6. Publish or export Create the WordPress task entries or export quotes to your CMS as approved testimonials.
  7. Monitor and iterate Track response rates and quality; adjust prompts and timing as needed.

Common beginner mistakes

❌ Not clarifying questions
❌ Asking for testimonials too early
❌ Overly long forms
❌ Failing to request consent
❌ Ignoring privacy considerations
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