Invite Customers
Instead of only sharing your form link, you can invite specific customers to leave a review by email.
Send invites
- Go to Testimonials > Forms.
- Open the form you want to send.
- Go to the Invites tab.
- Click Invite customers.
- Select one or more existing customers. If a customer is not in your list yet, click Add new customer to add them without leaving the dialog.
- Click Send invites.
Each customer gets an email with a personal "Leave a testimonial" link. Their name and email are filled in for them automatically when they open the form.
What the customer can do from the email
Every invite email also has two links at the bottom:
- Not interested this time: the customer declines this one request. You can still invite them again later.
- Unsubscribe from these requests: the customer opts out of all future testimonial invites for this project.
Customers who unsubscribe show an Unsubscribed badge, and they are dimmed out in the customer picker so you know not to invite them again.
Track invite status
The Invites tab shows a table of every invite you have sent, with its current status. Use this to see who has responded and who has not.
Related pages
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