Use a testimonial form template to collect
client commendations hassle-free
Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description.
Under Manage User Access, you can also give specific users/employees access to this process.
Using Form Builder, choose your form fields and edit them.
After finalising your form, proceed to Design Workflow.
If you’d like to thank clients who had provided a testimonial, you can send them an automatic, customised email to do so. Here’s how to get started:
Then, double-click on the Notification plug-in to configure the notification email:
After Publish Changes in Workflow Builder, your testimonial form is ready to go. To grant your clients access to this form, you can use the Share button to:
That’s it. Really.