Testimonials give your business authority, give customers more confidence in you, improve your reputation, and help you market your brand. Collecting testimonials can be a challenge, and many businesses don’t have the time to set up a testimonial collection campaign and advertise it. But what if you could automate it? With the right set-up, you can automate your testimonial collection process and get glowing reviews around the clock.

How to Automate Your Testimonial Collection Process

To automate your testimonial collection process, you’ll need all of the essential steps to work without supervision once you’ve set them up. This means, you’ll need a way for customers to submit testimonials, for you to advertise your testimonial collection, and then transfer the testimonials to your website or social media—all automatically.

You’ll need an app that integrates with your website, email, and social media, while also being user-friendly. With leading social media integrations, email automation software integrations, and website integrations, Boast provides everything you need to automate your testimonial collection process.

Make a Landing Page

To automate your testimonial collection process, customers should be able to write, record and submit testimonials without your help. The easiest way to do this is through a dedicated landing page on your website. This makes it easy for customers to find where they can submit a testimonial, whether they are in your store using a tablet you provide, or they are at home on their smartphone.

Giving customers the freedom to submit their own testimonials not only removes time and effort on your part, but it might also make customers more comfortable submitting testimonials. You will need to review and approve or reject testimonials before they appear on your site or social media.

On your testimonial landing page, you’ll need the following;

  • A form embedded to your landing page
  • Brief, clear instructions on how to submit a testimonial
  • Conversation prompts, including what type of input you are looking for
  • A clear, obvious notice stating how you will use the testimonials and request for permission

—Learn other ways to save time and automate your testimonial collection process.  —

Read the Business Owner’s Guide to Online Reviews

Advertise your Testimonial Request

If customers don’t know you’re looking for testimonials, you’re unlikely to get them, regardless of how many loyal fans and followers you may have. You’ll need to reach out to your customers, email list, social media followers, and other areas to promote your testimonial gathering campaign. Though this will, again, require some set-up, it won’t require much maintenance once you have your automation in place. Keep in mind that customers may need incentives, such as a discount or giveaway, to submit their testimonials.

Consider reaching out to customers and automating this process in any or all of the following ways:

  • In store signs: Post noticeable signs around your store in areas where customers will see them, like in the check-out line, and provide the URL to your testimonial submission landing page.
  • In-store kiosk: Set up a tablet in kiosk mode in your store and encourage customers to give feedback.
  • Trade show kiosk: Set up a kiosk at a trade show where you might see a lot of happy customers and ask them to submit a quick video testimonial.
  • Email drip: Using email automation software like Constant Contact or Mailchimp, make a series of three to six emails asking your mail list for testimonials.
  • After purchase email: You most likely already send a follow-up email to customers who purchase a product. Include a link to your testimonial page so they can give more details about their experience.
  • Thank loyal customers: Talk to your repeat customers, either in the store or through email, and thank them. This is also a great time to ask for their feedback through a testimonial.
  • Social media: Using social media monitoring tools like Hootsuite or Sprout Social, send an automated testimonial request response to positive mentions or direct messages.

Add To Your Website or Social Media

Once you start collecting testimonials, you’ll need a way to approve them and post them to your website or social media so prospective customers can see them. Though you’ll have to review and approve the testimonials yourself (or ask a staff member), you don’t have to spend time posting them yourself. Any testimonials submitted and approved on Boast can go automatically to your website, Facebook, Twitter, Google+, YouTube and other accounts.

Automatic posting is an essential step in to automate your testimonial collection process. There are a few ways to do this, each giving you varying levels of control and requiring different amounts of time.

  • Social Sharing Buttons: If you would like to only post certain testimonials as a part of a video marketing campaign, use social sharing buttons to post with a click. To save time, you might do this when you’re approving posts.
  • Social Media Management Platforms: You can schedule social posts using a social media management platform like Hootsuite or Buffer, and plan posts to any of the platforms they support. This way, you can schedule an entire video marketing campaign all at one time.
  • On-platform Auto Posting: Settings in your Facebook or YouTube account allow you to automatically post to other platforms like Twitter or Google+. Remember however that different platforms have different posting norms. For example, hashtags aren’t used often on Facebook, and Twitter posts are much shorter.
  • Applets: Applets allow you to create custom automated integrations across different platforms, technologies and services. You’ll need a bit of technical knowledge, but services like IFTTT, Zapier or Automate.io can help you seriously streamline your testimonial automation.


With your automation in place, all you have to do is turn it on and you’ve automated your testimonial collection. While you don’t have to monitor testimonial campaigns constantly, it’s a good idea to check in and make sure everything is working. Set aside a few minutes each day or an hour a week to see what testimonials you’ve gathered, approve or reject them, and check on your posts.

Once you’ve collected a group of testimonials, try using them in more creative ways. You can post and repost, but you can also use testimonials in commercials, brochures, social media ads, and more, as long as you have your customer’s permission.

Conversion Optimization: Automation Guide

Automate your testimonial processes in under an hour

Grow your collection of glowing customer testimonials

Download the Guide

Testimonials: Testimonial Request Toolkit

Find the right words to ask for a testimonial

Access 5 free testimonial request templates

Download the Testimonial Request Toolkit

Realtor’s Guide to Automating Testimonial Collection

Build a testimonial workflow and automatically collect awesome praise with our step-by-step process.

Get the Realtor’s Guide to Automating Testimonial Collection

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Posted in: Conversion Optimization, Testimonials