Review monitoring is strongly recommended for testimonial collection.

  • Use the ‘Review First’ layout
  • Add old testimonials manually
  • Use Kiosk Mode at point of sale
  • Add the review stream to your website
  • Continue collecting testimonials with email drip campaigns and a link in your email signature

If your campaign goal is to collect testimonials for your website or business literature, follow these instructions to optimize your account. Note that you must have the Review Monitoring add-on to configure your page according to these instructions.

1. Change your layout to ‘Review First’

This layout will allow you to exclusively collect feedback directly on your landing page, without first sending reviewers to a third-party site (you do not need to add in any third-party review site links to use the ‘Review First’ layout). Navigate to Dashboard > Funnel > Setup > Branding and Design, then click the ‘Change’ button under ‘Review Funnel Layout’.

review funnel layout change hlt


Select the ‘Review First’ layout.

review first


Click ‘Update Setup’ to save your changes.

update setup


This layout sends an email alert whenever a new review is submitted, allowing to you keep on top of what your customers are saying and to follow up with any issues or grievances. Add more recipient addresses in Dashboard > Funnel > Links > Notifications.

Optionally, you can customize the layout’s text in Dashboard > Funnel > Content.

2. Manually add old/existing testimonials

Review monitoring is required for this step. If you don’t have any existing testimonials to add, skip to step 3.

Review Monitoring allows you to manually add existing testimonials to your Review Stream. This feature is useful for importing old website testimonials, written testimonials, testimonials received via email, etc.

Navigate to Dashboard > Reviews and click the ‘Add a Review Manually’ button.

add a review manually

Select a star rating, add a date and attribution, then type or copy and paste your review.

add manually form

Press ‘Submit Review’ to finish and add the testimonial to your Review Stream.

3. Use Your Landing Page at the Point of Sale

The ‘Review First’ layout is the best option for collecting testimonials in your place of business. Consider setting up a dedicated kiosk (e.g. an iPad) for point-of-sale testimonial collection. Once you have set up a kiosk, establish a protocol for your employees to engage customers with the kiosk.

4. Add the Review Stream to your website

The review stream embeddable widget allows you to display all of your latest and greatest positive feedback on your website with an attractive embeddable widget. By default, the stream displays your 4- and 5-star reviews.

Screen Shot 2016-07-27 at 2.35.24 PM


To embed your Review Stream, navigate to Dashboard > Widgets > Review Stream. Copy the provided embed code and paste in the appropriate place on your website. You can also embed the Review Stream on your Facebook page by following these instructions. If you use WordPress, you can also use the Review Stream plugin.

Alternately, you can copy and paste testimonials directly onto your website. Access these at any time in Dashboard > Reviews. If you choose not to enable review monitoring, you can access your testimonials via email (an email is sent out whenever a testimonial has been submitted).

5. Continue Collecting Testimonials

Use our automated email drip campaigns (set this up in Dashboard > Invites) or a simple link to your landing page URL in your email signature to continuously ask your customers for testimonials.

You may also consider embedding the ‘Review Us’ button or landing page widget on your website.