Testimonials
Collect testimonials with forms and requests, import the ones you already have, approve them in one inbox and show them in widgets and on a Wall of Love.
Testimonials is part of every site in Privatus Analytics. Open a site and choose Testimonials in the sidebar. Everything about testimonials is behind that one item, in tabs: Inbox, Forms, Requests, Widgets, Walls, Images, Collections, People, Import, Analytics and Settings.
New here? Read Get started first. It takes a site from nothing to a widget on your own page in five steps.
Start here#
| Page | What it covers |
|---|---|
| Get started | Create a form, share it, approve what arrives, make a widget and install it |
| Tour of the tabs | What each tab is for, the setup checklist and what is stored about the people who write to you |
Collect#
| Page | What it covers |
|---|---|
| Forms | The form builder: steps, questions, skip logic, consent, look and rewards |
| Share a form | The link, the QR code, and the inline and popup embeds |
| Requests | Asking customers by email, follow-ups, the funnel and what the open counter records |
| Email sending | Connecting Amazon SES, Postmark, SendGrid, Mailgun or Resend, so request emails are sent from your own address |
| Purchase connections | Asking buyers by itself some days after a payment in Stripe or Paddle |
| Private feedback | Sending low ratings to your team instead of making them testimonials |
| Add by hand | Typing in praise that arrived by email, chat or in person |
| Video, audio and images | Uploading files, the length each plan allows and who can open a file |
Organize#
| Page | What it covers |
|---|---|
| Inbox | The list, its layouts and filters, and a testimonial's own page with editing and history |
| Triage | One pending testimonial at a time, with a key for each decision |
| Search and filters | The search box, its operators and sorting |
| Saved views | Filters kept under a name, shared or pinned above the Inbox |
| Bulk actions | Changing many at once, exporting, and the undo list |
| Tags and rules | Labels, and rules that apply them as testimonials arrive |
| Collections | Manual and smart sets that feed widgets and walls |
| People | Who said what, companies, merging and asking again |
| Custom properties | Your own fields on a testimonial |
| Mentions | The words that keep coming up, turned into tags |
| Duplicates | Likely copies side by side, and merging them |
| Trash | The 30 days in the trash, restoring and deleting permanently |
Show#
| Page | What it covers |
|---|---|
| Widgets | The nine layouts, what feeds a widget, how it looks and where it is live |
| Install a widget | The four ways to embed, with steps for common site builders |
| Styling reference | The custom properties and class names of widgets and walls, and how custom CSS is checked |
| Wall of Love | A hosted page of your testimonials, its address, search settings and embeds |
| Public pages | A page of its own for one testimonial, and how its giver asks for it to come down |
| Images | Turning an approved testimonial into a picture for a post or a slide |
Import#
| Page | What it covers |
|---|---|
| The Import tab | Every way to bring in what you already have, the review step and what counts |
| Import sources | Reading a review page from a link, the platforms we read and the run history |
| Automatic sync | Reading a source again every month or every week |
| Import a spreadsheet | A CSV, TSV or Excel file, with a step to match its columns |
| Move from another tool | Bringing everything across from Senja or Testimonial.to |
Measure#
| Page | What it covers |
|---|---|
| Analytics | Form, request, widget and wall numbers, with the definition of every metric |
Settings#
| Page | What it covers |
|---|---|
| Brand kit | Colors, fonts, logo, badge and custom CSS for every form, widget and wall |
| Languages and translation | The languages a site offers, and translating testimonials |
| Custom domain | Asking for your own address for a wall or your forms |
Limits and plans#
| Page | What it covers |
|---|---|
| Limits and plans | What each plan includes, what counts toward the month and what waits at the limit |
Take a site from no testimonials to a widget on your own page in five steps: create a form, share it, approve what arrives, make a widget and install it.
How Testimonials is laid out inside a site: what each tab is for, the setup checklist on a new site and what is stored about the people who write to you.
Build a form that collects testimonials: its steps, questions, skip logic, consent wording, look, settings and rewards, and what each plan includes.
The four ways to put a testimonial form in front of customers: a link, a QR code, an inline embed on your page and a popup embed opened by a button.
Ask customers for a testimonial by email, sent from your own address through your own email provider, with a personal link and follow-ups. Part of Business.
Connect Amazon SES, Postmark, SendGrid, Mailgun or Resend so testimonial request emails are sent from your own address. Part of Business.
Connect Stripe or Paddle with a read-only key, so buyers of the products you choose are asked for a testimonial some days after they pay. Part of Business.
Send a rating of 1 to 3 on a testimonial form to your team as private feedback instead of making it a testimonial, and read what came in. Part of Business.
Add praise that arrived by email, chat or in person. Every field of the form, the duplicate warning and what happens at the monthly limit.
How video, audio and image files are uploaded, processed and stored, the length each plan allows, and who can open a file before a testimonial is approved.
Every testimonial of a site in one list: the status row, layouts, columns and filter rail, and a testimonial's own page with approving, editing and history.
Triage shows one pending testimonial at a time with a key for every decision. How the queue is built, every button and key, and the tally at the end.
How the Inbox search box reads words and operators such as rating:5 has:video tag:pricing, how they become filters in the rail, and how to sort.
A saved view keeps the Inbox's filters, search, sort, layout and columns under a name. Personal or shared, and pinned above the Inbox with its count.
Approve, tag, collect, pin or trash many testimonials at once, over a selection or everything a filter matches, export them, and undo it for 7 days.
Tags are labels on testimonials. On Business, rules add a tag the moment a matching testimonial arrives, and one click runs them over what you have.
A collection is a named set of testimonials that feeds widgets and walls. Order one by hand on any plan, or let rules keep it current on Business.
Everyone who has said something, what each said and what was asked of them. Merge two records of one person, ask again, and correct company names.
Add your own fields to testimonials, such as product, plan or persona, then filter by them, show them as columns and fill them from a form's link.
Mentions lists the words and phrases that recur across a site's testimonials, with counts and ratings. Tag them in one move or make a rule from a term.
The Duplicates page lists testimonials that are probably the same one twice, shows the copies side by side and merges them, with an undo.
How a testimonial moves to the trash, how long it stays, how to restore it exactly as it was, and what deleting it permanently removes.
Build a widget: choose a layout, what feeds it and how it looks, then put it on your site and see where it is live. Every option of the builder.
The four ways to embed a widget, with numbered steps for WordPress, Shopify, Webflow, Squarespace, Wix, Framer, Carrd and plain HTML.
Every custom property and class name you can style on a widget or a Wall of Love, how to set them, and how custom CSS is checked before it is used.
Build a Wall of Love, a hosted page of your testimonials with a header and a button: its address, layout, search settings, and how to link or embed it.
Give a testimonial a public page of its own, see what the page shows, and decide the requests of people who ask for their testimonial to come down.
Make a picture from an approved testimonial for a post or a slide: every template, size and option, and what happens when the testimonial changes.
Bring in reviews from a review platform, a page, a spreadsheet or another tool, look at each before it is kept, and see what counts toward the month.
Add a review page as a source, see what was found, keep what you want and read the run history. With the list of platforms we read.
A source set to sync is read again every month on Pro and every week on Business. New reviews arrive as Pending or Approved, with an alert when some are found.
Upload a CSV, TSV or XLSX file of testimonials, match its columns to our fields, look at every row before it is kept, and keep the ones you tick.
Bring everything across from Senja or Testimonial.to with your own API key from that tool. The key is used for one reading and then wiped.
The Analytics tab shows form views, starts and submissions, request results, and widget and wall views and clicks, with the definition of every metric.
Set the colors, fonts, corner radius, rating shape, logo, badge and custom CSS of a site's testimonials once. Every form, widget and wall follows.
Choose the languages a site collects and shows testimonials in, and on Business translate the testimonials themselves and edit each translation.
Ask for your own address for a Wall of Love or your testimonial forms. Custom domains are set up by our team, by hand, and are part of Business.
What each plan includes for testimonials, what counts toward the monthly number, what never counts, and what happens to one that arrives at the limit.