Forms by Trust let you easily gather testimonials from your customers and clients. They can be Standard and Interactive, you can see their examples in this introduction article. The only difference between Standard and Interactive forms is how they look, so you can choose one that suits best your needs!

Table of content:


1. To create a new form, press the “New Form” button, then choose “Interactive Form”.

The “General” tab

Choose the “General” tab to define the main settings for your form.

Name a form

Give your form a private name that will be displayed only in your dashboard.

Logo

Upload your business’ logo or choose one from the dropdown menu.

Colors

Customize the form’s default colors.

Background color is a color of your form's background.

Primary Color is a color of a 'Start' and 'Next' buttons, and a progress bar.

Secondary Color is a color of a 'Back' button.

Button

Edit or translate default texts if needed.

Validation Messages

Edit or translate default texts if needed.

The 'Welcome' tab

It lets you configure the welcome page of your Interactive form (the first page they see when they open the form).

Title | Subtitle

Write any intro text to welcome your reviewers and encourage them to leave you a testimonial. You can also add any links or format the text accordingly.

You'll always see a real-life preview on the right side of your screen.

Colors

Upload a high-resolution background image and change the default colors of title and subtitle texts.

Label

Edit or translate a default text if needed.

Welcome

Enable the “Show a video message” feature to upload or record your own video and personally say hello, thank customers and clients for their time, and give an incentive that motivates them to fill out the form.

It will pop up right after a reviewer opens a form.

Edit or translate a default text if needed.

The 'Video Message' tab

Upload or record a welcome video message.

Once done, you'll see a video preview.

The 'Testimonial' tab

Here you can set up configure the settings for text and video testimonial fields.

1. Turn on the “Enable QnA Series” feature if you want to add a set of separated question and answers.

Continue reading a full guide on Questions & Answers forms here.

2. Click the “Edit settings” button in front of Video and Text to configure these types of testimonials.

3. If you enable both video and text options, choose a required answer type (text or video) that is shown first in the form.

The 'Text' sub-tab

Enable Text Testimonial

Click on the toggle button to enable or disable collecting text testimonials.

Ask for video, too

When this feature is turned on, you can ask reviewers to leave you both text and video testimonials.

Edit or translate a default text if needed.

Question

List all your questions you'd like to ask in the “Question” field. You can also add any links or format the text accordingly.

Show guidelines?

Turn on this feature to add any instructions that you consider necessary for your customers or clients.

Edit or translate default texts if needed.

The 'Video' sub-tab

Enable Video Testimonial

Click on the toggle button to enable or disable collecting video testimonials.

Ask for text, too?

When this feature is turned on, you can ask reviewers to leave you both video and text testimonials.

Edit or translate a default text if needed.

Text

Write some intro text for the video testimonial options. Edit or translate default texts if needed.

Show video guidelines?

Turn on this feature to add any instructions that you consider necessary for your customers or clients regarding their video testimonial.

The 'Guidelines' will only appear for “Record / upload a video” options.

Edit or translate default texts if needed.

Option Record

1. Enable the “Record a video” option to let reviewers record fresh videos directly from their browser.

Edit or translate default texts if needed.

2. Click the “Record” button on the preview side to set up further texts.

3. Edit or translate default texts for the “Record” step if needed.

Press the “Back” button to come back to the previous step on the preview side.

4. Edit or translate default texts if needed.

Option Upload

1. Enable the “Upload a video” option to let reviewers record fresh videos directly from their browser.

Edit or translate default texts if needed.

2. Edit or translate default texts for the “Upload” step if needed.

3. Edit or translate default texts if needed.

Option Share

1. Enable the “Share an external video” option to let reviewers share their existing video testimonials from YouTube, Facebook, Instagram or Vimeo.

Edit or translate default texts if needed.

2. Edit or translate default texts for the “Share” step if needed.

3. Edit or translate a default “Instructions Title” and “Instructions Text” if needed.

The 'Stars' tab

1. Turn on “Ask for a Rating” to let people give your product / service a rating.

Edit or translate default texts if needed.

2. Set up colors for empty and filled stars.

The 'Personal' tab

Configure which information you want to collect from your reviewers.

1. Give the “Personal information” page a title. Edit or translate default texts if needed.

2. Edit or translate default texts for the image uploader if needed.

3. Edit or translate default texts for the image cropper if needed.

The 'Socials' tab

Set “Ask for Social Links” on to collect links to business websites or social media profiles of your reviewers. They will be displayed as a part of their testimonials on your website for more social proof. For example:

Edit or translate default texts if needed.

The 'Send' tab

Set up the confirmation page of your Interactive form.

1. Give the page a title. Edit or translate the default text if needed.

2. You can add a checkbox field with a custom consent message to the form.

You can also add a link to your public privacy statement / data confidentiality agreement / any required legal texts here.

When this feature is on, a reviewer is required to tick a checkbox for a testimonial submission.

Later you can also find the date and time when you received that consent (edit the testimonial and go to the Private data” tab).

3. Turn “Confirm Email” on to send a reviewer a confirmation email and verify their email address.

Edit or translate the default text if needed.

You can also change the color of the email confirmation box.

4. Edit or translate default texts for “Cancel my review” and “Send” buttons if needed.

5. Set up the page which the reviewer will see after they submit their testimonial.

If you want to show a built-in Thank You page by Trust, choose the “Show Thank You page” option.

You can also redirect reviewers to any other page by copying and pasting its URL.

The 'Thank You' tab

Set up the “Thank You” page for your Interactive form.

1. Give the page a title and add some text to show people your appreciation.

2. Enable the “Rate on other services” feature to ask people for reviews on other platforms as well.

Set the minimum star rating to prevent people from sharing negative reviews.

3. Edit or translate default texts if needed.

4. Turn on the necessary platforms and add links to your profiles there.

You can also add 1 custom platform that’s not listed above.

The 'Email' tab

Configure the page that your reviewers will see after they confirm their email address.

Give the page a title, and edit or translate default texts if needed.

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