Instructions for you! This document will provide best practices and tips for using the assets in the review growth toolkit.

We recommend you use your products custom TrustRadius landing page in conjunction with the assets included in this toolkit. Well build it for you upon request - its a welcome page with a unique URL that will take your potential reviewers right to the beginning of the review flow for any product you choose. We can provide you with a link for a multi-product landing page as well, if youd like to source reviews for several products at once.

Submit a request for a custom URL here:
https://go.trustradi.us/customreviewlink





Email Instructions:

Standalone emails are the most successful method that our customers have used to gather reviews. Here are some tips to plan your email campaign: 

* Prepare your customer list. You'll need at least a name and an email address. We suggest you use as wide a sample as possible, but if you are able to segment your customer list, send to active customers whom you know have used your product within the last year. Make sure you have permission to contact everyone on your list, remove any duplicates, and apply any standard exclusions.

* Create your emails. We've included two templates (one referencing an incentive and one without), which you can incorporate into a branded email template or use on their own. Feel free to change the copy to fit your brand!

* Decide when you'll send your message. If you have a schedule of customer interactions, be sure to fit your review program into it in advance.

* Make a plan for fulfilling incentives, if you plan to offer them. Incentives like a gift card or a piece of swag go a long way toward motivating customers to contribute, but you'll need to think ahead about the logistics of getting them to your reviewers.

* Know what to expect. Some customers / reviewers may have questions - feel free to ask research-team@trustradius.com if you need help answering them. Between 5% and 30% of customers will write a review, in our experience. 

* Plan a follow-up email. It doesn't have to be anything fancy, but a second email sent 2-7 days after the first will often generate almost the same number of reviews as the first one.

* Set some time to reflect. When will you run your next campaign? What contributed to the success foWhat would you do differently next time? If you'd like feedback, again feel free to reach out.











Social Media Instructions:

For customers who follow you on social media, you can give them the option to write a review as they scroll through their feed. Just post one of the included images (or one of your own) and ask them for their feedback! You can include some of the sample copy below or write your own post, but don't forget to include your custom review link.

* Sample copy for a social media post: 

	* {YOUR COMPANY NAME} values our customers, and we'd love to hear how we're doing! If you're a current customer, simply follow this link to leave us a review: {CUSTOM REVIEW LINK}
	* Do you have feedback about your experience with {COMPANY OR PRODUCT}? Let us know! Click here to write a review on TrustRadius: {CUSTOM REVIEW LINK}
	* We want to hear from you! If you're a current customer with {PRODUCT} expertise, we'd love to get your feedback: {CUSTOM REVIEW LINK}

* All files in this zip will be labeled according to the appropriate sizing per the platform, i.e. Facebook, Twitter, LinkedIn, etc.

* These are simply templates to build on. We have offered text left and right or an image overlay option. You are welcome to add your branding, logo, and text to these images. 

* If your brand/logo need to be against a white backdrop, we suggest adding a white circle then including your image inside the circle to best showcase it appropriately.

* Outside of our social templates, we have included our own logo and a button if youd like to add it to your own assets, emails, or website. 










Email Signature Instructions:

Adding a review invitation to the email signature of any client-facing teams (like Customer Success) gives you customers an opportunity to weigh in at every interaction. To add a review invitation to an email signature, insert the file called "Email Signature Button" (or "Email Footer") wherever your email provider lets you customize your signature, and hyperlink to your custom review link. Specific instructions for some popular providers are below:


In Gmail: 

* Navigate to "Settings" (the gear icon) > "General" and scroll down to "Signature".

* From the editor, select "Insert image" (the mountain icon) and choose the image file included in the toolkit called "Email Signature Button". (You may need to resize the image.)

* Highlight the image and click "Link" (the chain-link icon). Insert your custom review link. (Instructions on where to get it are at the top of this doc.)

* Select "Save changes" at the bottom of the Settings menu.


In Outlook:

* Open a new email message.

* On the "Message" menu, select "Signature" > "Signatures".

* In the "Select signature to edit" box, choose the signature you want to edit. (You can also create a new signature if you don't have one already.)

* Select "Image" (the mountain + monitor icon), choose image file included in the toolkit called "Email Signature Button", and click "Insert". (You may need to resize the image.)

* Highlight the image and click "Link" (the globe + infinity icon). Insert your custom review link and click "OK". (Instructions on where to get it are at the top of this doc.)











Newsletter Instructions:

Some TrustRadius customers prefer to differentiate their review growth approach by incorporating a review invitation into regular communications with customers. This can be set up on an ongoing basis and doesn't require you to make room in your communications schedule or plan a separate email campaign. 


* You can use the files "Email Banner Space Right", "Email Footer", "Email Signature button" or your own image hyperlinked to your custom review link within whatever tool you use to distribute your customer digest / newsletter.

* Or, you can include a plain text review request, again hyperlinked to your custom review link. Here's an example:
	
	* Help others learn about {PRODUCT}: If you have a few minutes, please consider writing a review of {PRODUCT} on TrustRadius. Your feedback will provide guidance on how we can improve, and help people like you learn about and evaluate {PRODUCT}.



 










Reviews are generally processed within 48 hours of submission, so check back on your TrustRadius profile a day or two after you launch your campaign to see your newest reviews!

Questions? Feel free to check in with research-team@trustradius.com at any time for troubleshooting or other help.














