Requirements

A Crewhu Pro or Badass subscription and a profile with Admin level permissions.

 

Business Purposes

To automatically showcase feedback received with surveys, adding credibility to the company’s reputation. Making feedback public can help to close sales, to improve organic search with SEO, and to keep the company competitive in the marketplace.

 

Use Case

Imagine being able to dynamically showcase all the amazing reviews clients are giving you daily.  Take a look at this example below:

In the above example you are achieving two things:

1)  You are adding credibility to your brand.  Not only are you showcasing your great customer service, but you are also showcasing in real time what your clients think of your company.  Wow!

2) You are also dynamically adding native text to your website which will improve your SEO rankings and drive more Marketing Qualified Leads to your website.

We repeatedly hear from our clients that they increase sales conversion using Crewhu by:

1) Adding an anonymized Crewhu Customer Satisfaction report to their sales presentation.

2) Giving prospects a tour of their facility showcasing the Crewhu customer service dashboards.

We are taking the value of the above 2 examples and adding them to your website through a live automated feed.  Once set up, there is nothing else you need to do except watch the traffic come in and close new business.

 

What it is

The Automated Public Testimonial Feed allows you to set up personalized widgets containing clients feedback received through surveys, and showcase them on your website or another marketing property.

 

Step-by-step

 

1 - Enable the Automated Public Testimonial Feed feature

To enable this feature, go to Settings > CSAT Survey and check the Testimonial Widget box:

 

2 - Auto-Moderation: 

Select when to publish testimonials for each rating. The options are: Never, Automatically publish always and Automatically publish only with comments. 

IMPORTANT: If you'd choose to publish testimonials manually, you can choose Never in the three options above. Refer to Appendix A to learn more about moderating responses and publishing manually.

 

3 - Timeframe:

All Time is the timeframe default, but you can choose to get testimonials from the Last 30, 60 or 90 days.

 

4 - Max # of Testimonials:

Choose between 3 and 60 testimonials to be showcased on your widget.  On step 9, you’ll be able to preview your widget to see how it will look and how the number of testimonials will affect format and size.

 

5 - Show anonymous Surveys

Check this box if you want to display anonymous survey feedback alongside the ones with client information. If unchecked, the widget will only showcase feedback that contains client information.  Anonymous is defined as a survey response that does not have an associated end-user.

 

6 -  HTML Template

Here you can choose the format of your HTML template. The options are Grid, Stacked, Slider, and Custom*. Under step 9 you’ll see some examples.

*Custom: Your webmaster can customize the HTML for any default template.  Once a change is made the default template will change to "custom". Crewhu support can only troubleshoot issues for default templates.  If a custom template is not working Crewhu support will reset the HTML to the original settings.

Note:
To completely remove the company and contact name from the widget, it will be necessary to delete the lines below from the HTML code:
- To remove *Company *delete this line: <div class="crw-tst-company"><%= survey.customer_data.customer_name %></div>
- To remove Contact delete this line: <div class="crw-tst-name"><%= >survey.customer_data.contact_anon_name %></div>

 

7 - CSS Template

Choose a color scheme for your widget. The options are Dark, Light, and Custom*. See some examples on step number 9.

*Custom: Your webmaster can customize the CSS for any default template.  Once a change is made the default template will change to "custom". Crewhu can only troubleshoot issues for default templates.  If a custom template is not working Crewhu support will reset the HTML to the original settings.

 

8 - View/Copy Testimonial Snippet

Click on View/Copy Snippet button to see how your snippet will look and/or to copy the snippet. 

 

9 - Select the snippet Type and Preview

Embedded- This snippet type will embed the text from the survey responses directly into your website.  This type is better for SEO but may conflict with the existing HTML on your site.

IFrame- This snippet type will provide a link to the survey feedback. The survey text is not local to your page using this snippet type, and will not provide the SEO benefits achieved with an embedded snippet, but may work better with your site.

Talk to your web developer regarding the best choice for your website.

 

 

Preview: 

The next image shows how the testimonials widget will look based on the settings Grid and Dark.  Keep in mind the preview image will show generic data until real surveys are published.

Note: by clicking on the down arrow underneath the testimonial, you can expand the box to see the whole comment.

Another example, slider and light:

Another example, stacked and dark:

 

10 - Save and Copy to Clipboard

If you are happy with the preview, Click on the Save button. Now you are ready to Copy your snippet to Clipboard (previous step) and publish it on your webpage.

Below is an example of a website HTML page. The line highlighted in green is the Crewhu snippet pasted to your HTML code:

 

Appendix A: Manually choose testimonials to publish

After activating the Automated Public Testimonial Feed feature and setting all the options on Step 2 to Never, go to CSAT. Locate the surveys that you want to publish and check their selection box. Next, click on the Actions button and under Mark as Published click on Selected, as in the image below:

Also on the Survey History, you can easily visualize the testimonials that you selected to publish by clicking on the header Published highlighted in the image below.

 

Note:
- You can also unpublish any unwanted testimonials on your website;
- Surveys that are uploaded via CSV can not be published on the testimonial widget.

Related articles:

Survey Settings

Setup Resolved, Reply, Signature Surveys

Reputation Management