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Send testimonial requests by email

Open Requests, choose a template and a form, paste your customers' emails or upload a CSV, pick when to send, and click Send requests.

Updated 1 min read
On this page

To ask customers for a testimonial by email, open Requests, pick a template and a form, add the recipients, choose when to send, and click Send requests. Each email links to your form and we track opens, clicks and submissions for you.

Before you start

You need a collection form and at least one email template. If either is missing, the Compose tab shows a link to create it. The Requests page is available to Admins and Editors.

Send a batch

  1. Click Requests in the top menu. The Compose tab opens.
  2. Choose a Template. To change the wording, use the Templates tab.
  3. Under Links to form, choose the form people should fill in.
  4. Under Recipients, add one person per line, for example jane@acme.com, Jane Doe. You can also write Name <email> or just the email. Or click Upload CSV (it needs an email column; a name column is optional).
  5. Under When to send, choose Send now, In 1 hour, In 1 day, In 3 days or In 1 week.
  6. Click Send requests.

You can send to up to 500 people at once.

Who we skip automatically

We do not email people who unsubscribed, already left a testimonial, were asked in the last 30 days, bounced before, or marked an earlier email as spam. Skipped people do not count against your allowance, and the result panel lists them with the reason.

Track the results

Open the Activity tab to see each request as Queued, Sent, Opened, Clicked, Submitted, Bounced and more.

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