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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

  1. From the CRM contact view, generate a feedback link for a completed enrollment.
  2. RevMozi creates a single-use token and points the contact to /feedback?token=... on the deployed funnel.
  3. The feedback page resolves the token, greets the contact by name, and asks for a rating.
  4. Positive responses can include a testimonial plus permission to show the customer name publicly.
  5. Lower ratings are captured as private improvement feedback.
  6. 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.tsx
  • templates/funnel-template/src/pages/Feedback.jsx
  • apps/web/src/app/(main)/crm/contacts/[id]/tab-feedback.tsx
  • apps/server/src/services/default-playbook.ts