customer stories

Boast Knowledge Base

How can I request responses directly from Boast using sequences? 🎥

 

When you create a collection form you always have the ability to embed that form on your own website or send out a link directly to the form landing page to collect a response.

Boast also includes sequences.  Sequences give you the ability to send one or more automated messages to a contact.  A message can be sent immediately or sent out in a sequence separated by a couple of days. 

From your account, go to Sequences and click Add New Sequence.

Sequence Parts:

Messages

Add a message or messages to request a response or review.  Include a link to your form’s landing page in that message.

If you are on a Team or Premium plan, you will have the option to send an SMS message in addition to email. (Make sure you enable SMS on your account)

Settings

Under Settings, give your sequence a name, select the form you would like to use, and choose if contacts should only be enrolled once or if they may be enrolled multiple times.

Triggers

Under Settings > Triggers, you can automatically trigger contact enrollment on a certain time interval (for sequences that allow multiple enrollment) or after submitting a form.

Delivery

Under Settings > Delivery, you can limit the days and times that your messages are delivered. Boast uses an intelligent delivery mechanism to ensure your messages are delivered according to each contact's time zone settings.

You can also set the "from" name for your sequences messages, and the "reply-to" email.

sequence-emails

Enrollment

In the Enrollment tab, you can enroll contacts by adding in their name and email.

You can also enroll contacts from your contacts list. Select contacts by clicking the checkbox next to their name on the Contact page. Click the Bulk Update button, select Enroll in Sequences, and select the correct sequence. 

The sequence will then run and send out your messages. 

You can make a sequence that is a single one-off request.  Or, use a series of messages to ask for other types of reviews such as Google or Facebook reviews.  You can even use the sequences to automatically re-enroll a contact every couple of months to automate the sending of NPS and other surveys.

One tool with everything you need to leverage social proof to grow your business.

Meet the companies collecting video testimonials with Boast

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CommonSense American Case Study

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Family Chiropractic Center for Wellness Case Study

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GoForClose Case Study

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National Grid Case Study

National Grid is a British and US multinational electricity and gas utility company with a market cap of 47 billion dollars.

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OneTrust Home Loans Case Study

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Pure Energy Window Company Case Study

Pure Energy Window Company is a window installation and replacement company specializing in energy-efficient windows.

Republican Voters Against Trump Case Study

Republican Voters Against Trump seeks to cross political lines by collecting and displaying testimonial videos from self-identifying Republican voters who don’t support Donald Trump.

Savvy + Co Real Estate Case Study

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Sedera Case Study

Inspired by the modern sharing economy, Sedera centers on Member-to-Member sharing, basically people helping people.

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Who Uses Boast?

Boast was originally designed to help B2B companies improve their processes for collecting testimonials and showcasing them on their websites, but it didn’t take long to realize that the Boast apps have far more potential. Check out some of the ways people are using below.

Real Estate

Realtors make it or break it by cultivating quality, genuine customer testimonials. Boast offers a way for Realtors to capture meaningful client relationships and build new ones.

Health & Wellness

Boast helps health and wellness product brands, software companies, service providers, and coaches leverage video testimonials and customer reviews to increase sales.

Software Companies

Boast helps software companies collect feedback from customers to improve product features and increase sales.

Creators & Consultants

Boast offers a simplified testimonial process so you can build a library of social proof to showcase on your website, social media, and ads.

Non-profit, Association & Advocacy

Boast helps non-profit, association, and advocacy organizations set up feedback campaigns to get a pulse on their community.

Financial Services

Boast offers everything you need to build a library of praise to showcase on your website, social media, and ads.

Agencies

Boast assists growth-focused agencies with an all-in-one platform to collect, manage, and share video testimonials.

Coaches & Consultants

Request and collect video testimonials for your coaching business to improve credibility with your audience and sell more.

Join 8,000+ businesses leveraging Boast to collect and share video testimonials.