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How do I collect consent to use testimonials from my customers?

It's important that your customers give consent for you to use their testimonials in your marketing and sales efforts. By default, we have a consent message on all forms.

This is applicable to all Senja plans: Free, Starter, and Plan.

  • Go to your Forms page: https://app.senja.io/forms

  • Go to the form, click the ⚙️ icon and choose Edit

  • Click the Form tab

  • Scroll down until you find the Consent page

    • Make sure the page is enabled (it is by default)

    • Update the text elements on the right sidebar

The consent applies to the whole testimonial, not individual questions. Testimonials are submitted as unapproved by default, so you can review consent before sharing.

Customize consent text

When the consent page is enabled, you can customize it in the right sidebar:

  • Page title: Heading for the consent page

  • Subtitle: Description text below the title

  • Call to action: Label for the continue button

  • Public consent label: Text for the public consent radio button

  • Private consent label: Text for the private consent radio button

  • Collect granular consent: Give customer options on the channels to share the testimonial to

    • Granular consent label: Text for the granular consent radio button

    • Enabled sharing options: Channels that you provide as options

  • Click Save changes on the top right when you're done

Read How does the form consent work? to avoid making mistakes in setting up your form consent.

If the regulation in your country or industry doesn't require explicit consent, you can skip the Consent page in your form while also making sure that your customer understands that you will use their testimonials in your communication channels.

  • Enable the Ready to send page in your form

  • Explicitly mention the use of testimonials on this page by updating the copy as follows

  • This is important to make sure that your customers agree on the commercial usage of their testimonials

  • You can also mention this in Welcome page and again on Thank you & word of mouth page to emphasize the consent

If the regulation in your country or industry require explicit consent in a thorough document (with e-signature, for example), it cannot be done natively in Senja form.

This is how you can incorporate the external document of consent in your form:

  • Go to the Thank you & word of mouth page

  • Toggle on the Add a custom call to action

  • Add the link to consent agreement document in the Call to action URL

Another way is:

  • Collect the testimonial first using the form

  • Make sure you put the email address field as mandatory

  • Send the consent agreement document to all submitting customers in a follow up email

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