Add customers for automatic asks

The Customers page lets you add your customers once, so each of them is asked for a testimonial at the right time and followed up once, without you sending batches by hand.

Add customers

1. Open the Customers page from Requests.
2. Paste one customer per line, as email, email, Name or Name <email>. Or click Upload CSV with the columns email, name and optionally tag.
3. Optional: add a Tag for these customers, for example “Q4 clients”.
4. Click Add to list.

Set the timing

• Automatic asks: turns asking on or off for the list.
• Ask after: Right away, or 1 to 60 days after you add someone (default 3 days).
• One reminder and Remind after: one follow-up, 2 to 14 days later (default 4 days).
• Email: the template to use.

Follow each customer

Every customer shows a status: Not asked, Asked, Opened, Clicked, Rated, Testimonial, Unsubscribed or Bounced.

If you see a banner

• “Automatic asks are not switched on yet”: you can build your list, but nothing is sent yet. Email support@testimonials.ltd if you want it switched on for your account.
• “Automatic asks are paused”: too many emails to this list bounced or were marked as spam. Clean the list, then click Resume asks.

To protect your sender reputation, new lists start slowly and send a little more each week.

Related articles

• Send testimonial requests by email
• Request email limits and why some emails are not sent
• Write and manage request email templates