Help Center

What are Video Testimonials?

Video Testimonials is a feature within the Reputation Management section of your CRM that enables you to gather video reviews from your customers. You create a branded Video Collector, which is a shareable page where contacts can record or upload a video directly from their computer or mobile device without needing to install an app. Once collected, you can manage these video responses and display them on your website using a Review Widget.

Key Benefits of Using Video Testimonials

Builds Trust: Seeing and hearing real customers provides a level of authenticity that text reviews cannot match.
Easy for Customers: The process is designed to be simple, allowing customers to record or upload a video from any modern device without any extra software.
Brand Alignment: Customize the look of your Video Collector with your logo, colors, and text to ensure it matches your company's identity.
Multiple Sharing Options: You can share the collector link directly or send it through Email, SMS, or WhatsApp directly from the CRM.
Centralized Management: All video submissions are stored in one place, making it easy to review and download them.
Simple Display: Integrate the videos into your website using the Review Widget, with options to control the layout and filter which videos are shown.
Controlled Length: Videos are automatically limited to a maximum of 2 minutes and 30 seconds to ensure they are concise and easy to watch.

How to Create a Video Collector

Follow these steps to build your own branded Video Collector.

Step 1: Access the Feature

Navigate to Reputation and then select Video Testimonials. Click the button to Create a Collector.

Step 2: Set Up the Welcome Page

On the first setup page, you will configure the initial screen your customers see.

Provide a Public Collector Title.
Optionally, you can enable a Spokesperson Image to add a personal touch by including a photo of yourself or a team member.
Add details for the spokesperson.
Include a How it Works section with a brief explanation of the process.
Write a Welcome Message from the spokesperson.

Step 3: Set Up the Questionnaire Page

On this page, you can add up to three questions for the customer to answer in their video. You can arrange the order of these questions to create a natural flow.

Step 4: Set Up the Attribution Page

This page asks the respondent to provide or confirm their contact information.

Add a Headline for this section.
Add a Message.

Step 5: Set Up the Thank You Page

Configure the final page the customer sees after submitting their video.

Add a Headline.
Add a Message.
Provide the Spokesperson's Email address for follow-up.

Step 6: Customize Branding and Save

Finally, customize the visual appearance of your collector.

Enable and upload your logo.
Choose whether to enable a White Background Behind Logo.
Set colors for the background, text, secondary text, accent, and buttons.
Click Save to create your collector.
Use the Preview option to see exactly what your customer will experience.

Once your collector is created, you can share it in several ways.

Go to Reputation → Video Testimonials → Collectors. Find the collector you want to share and click Copy Link. You can then paste this link into an email, chat message, social media post, or even generate a QR code.

Send a Review Request

From the Collectors list, click the share icon or the option to Send Review Request for your chosen collector.

Select the Contact you wish to send the request to.
Choose the channel: Email, SMS, or WhatsApp.
If needed, you can use the Override Video Link option to select a different collector.
Select a default template or a custom template for the message.
Click Send Review Request to deliver the invitation.

How to Manage and Download Video Responses

All submitted videos are stored in one central location. Go to Reputation → Video Testimonials → Responses. Here you can view a list of all submissions. Click on any entry to watch the video. To save a copy to your computer, click the Download button for that submission.

How to Display Videos on Your Website

To showcase the collected videos on your site, use the Review Widget.

Navigate to Reputation > Widgets.
Create a new widget or edit an existing one.
Set the Review Type to Video Testimonials.
For the Video Testimonial Source, select the specific collector whose videos you want to display.
Configure other options like the widget type, the number of reviews to show, and whether to override the video link or show the "Powered by" text.
Click Save to apply the changes.

Frequently Asked Questions

Do customers need to install an app to record a video?

No. They can record or upload a video directly from their desktop or mobile browser using the link you provide.

What is the maximum allowed video length?

Each video submission is limited to 2 minutes and 30 seconds.

How many questions can I include in a collector?

You can add up to three questions in the questionnaire section.

Can I create multiple collectors?

Yes, you can create an unlimited number of collectors for a location. You also have the option to clone existing collectors.

Where can I find the videos that have been submitted?

All submitted videos are located under Reputation → Video Testimonials → Responses.

Can I choose which videos appear on my website?

Yes. When setting up the Review Widget, you can use the filter to display videos from a specific collector only.

Which messaging channels can I use to send the collector link?

You can send the review request via Email, SMS, or WhatsApp using the Send Review Request feature.

Video Testimonials - Collect and Showcase Customer Videos