RevMozi Docs
How To

How to request feedback and testimonials

Ask at the right moment, review responses in CRM, and reuse strong feedback carefully.

How to request feedback and testimonials

Use this guide after an offer is completed and you want either proof, recovery, or both.

Steps

  1. Open the contact record.
  2. Choose the completed enrollment or offer you want feedback on.
  3. Click Request Feedback.
  4. Send the generated link by email, SMS, or WhatsApp.
  5. Review the response inside CRM when it comes back.

What the feedback form can capture

  • star rating
  • public testimonial for strong responses
  • private improvement note for weaker responses
  • display consent for public use
  • customer display name

Review statuses inside CRM

  • pending means the response is waiting for review
  • approved means it can be reused publicly
  • rejected means it stays in CRM but should not be reused publicly

Best time to ask

Ask soon after the customer finishes the offer, while the experience is still fresh and before the relationship goes cold.

How to run your first broadcast

Create a broadcast, choose the channel and audience, and send a controlled first message from a connected workspace.

How to start with default playbooks

Pick the default playbooks that match your first customer journey instead of activating everything at once.

On this page

How to request feedback and testimonials
Steps
What the feedback form can capture
Review statuses inside CRM
Best time to ask
Related guides