Releases
Feedback Collection
Collect testimonials and referrals after fulfillment without manual follow-up.
Feedback Collection
RevMozi can now request, collect, and review customer feedback in one flow, from the contact record through post-fulfillment follow-up.
What shipped
- Generate feedback links directly from the CRM contact view.
- Open a personalized feedback page on the live funnel domain with a single-use token.
- Capture ratings, testimonials, private improvement notes, display consent, and public display name.
- Review submitted feedback inside the CRM contact record and route follow-up through Playbooks.
Why it matters
- Experts can request feedback without chasing people manually after fulfillment ends.
- Customers land on a branded page that already knows who they are and what offer they completed.
- High-signal feedback flows back into CRM review and rating-based automation instead of sitting in a form inbox.
How it works
- From the CRM contact view, generate a feedback link for a completed enrollment.
- RevMozi creates a single-use token and points the contact to
/feedback?token=...on the deployed funnel. - The feedback page resolves the token, greets the contact by name, and asks for a rating.
- Positive responses can include a testimonial plus permission to show the customer name publicly.
- Lower ratings are captured as private improvement feedback.
- The submission is written back to CRM, linked to the contact, and can trigger post-feedback Playbooks.
Customer experience
- Valid token: the customer sees a personalized prompt tied to the completed offer.
- Already used token: the page explains that feedback has already been submitted.
- Invalid link: the page explains that the link could not be found.
- Temporary outage: the page shows a retry message instead of incorrectly saying the link expired.
Operator workflow
- Use Request Feedback in the CRM contact record to generate a shareable link.
- Share the link by email, SMS, WhatsApp, or any other outbound channel.
- Review incoming ratings and comments in the contact's feedback tab.
- Approve strong testimonials before reusing them publicly.
What changed in production
- Feedback token resolution now works on deployed funnel domains, not just local server routes.
- Manual CRM-generated links can fall back to the offering's live funnel URL when a project ID is not passed explicitly.
- No-token feedback form submissions still enter the feedback pipeline when the page collects contact details.
- Testimonial consent and public display name are stored with the feedback record instead of being dropped.
Source surfaces
apps/web/src/components/crm/request-feedback-dialog.tsxtemplates/funnel-template/src/pages/Feedback.jsxapps/web/src/app/(main)/crm/contacts/[id]/tab-feedback.tsxapps/server/src/services/default-playbook.ts