All Collections
How to set up your EndoForm
How to set up your EndoForm

A step-by-step guide to creating your testimonial capture form

Dean Walton avatar
Written by Dean Walton
Updated over a week ago

EndoForms are customer-facing testimonial capture forms, which are sent to your customers via SuperLinks. Each property in Endorsal has its own EndoForm.

This guide will take you through the steps required to set up your EndoForm.

Firstly, head to the EndoForms page.

Step 1: Form settings

This tab allows you to create the look and feel of your EndoForm, including:

— Logo
— Theme color
— Introduction text
— Avatar syncing (customers can pull through social media avatars in a few clicks)
— Endorsal branding
Custom domains (host the form on your own website)

Step 2: Fields

Here you can specify which data you'd like to collect from your customers as well as customising the field labels.

You can choose from:

— Avatar
— Name
— Company
— Position (job title)
— Location
— Rating (stars: 1-5)

Step 3: Submission settings

This tab allows you to choose what happens after a customer sends their testimonial. You can edit the text that's displayed, as well as the following powerful features:

— Publish to other services

You have the option to send customers to other platforms in order to post the same review. Simply turn a platform on and paste the link to your review page. 

On the live form, your customers' comments are automatically copied to the clipboard and they are given instructions to post the corresponding review. 

We support these platforms by default: 

— Facebook Pages
— Google My Business
— Yelp
— Trustpilot

And you can add any other platform you like, using the "Add a custom service" section:

— Incentivised request

Reward your customers for leaving their testimonial by adding an incentivised request. Here you can specifiy the reward, be it a discount code or unique link to a reward page. 

On the live form, the reward will be displayed only once the testimonial has been sent. 

— Visit button

Create a button to send your users to a destination of your choice after leaving their review. A great way to drive engaged customers back to your site.

Step 4: Localization

Your EndoForm can be automatically translated into any language using the "Localization" tab. 

Tap "Add new", then select a language from the dropdown. Ever piece of text on the EndoForm is displayed along with auto-generated translations. 

You can edit the translations to anything you like. Once you've finished, tap "Create localization". 

Now when a user views your live EndoForm, if their browser language matches the localization you've created, the form will automatically display in their language. To force a particular language, simply append "?lang=lc" where lc is the language code that represents your chosen localization. For example:

— French: ?lang=fr
— Spanish: ?lang=es
— Chinese: ?lang=zh

Finishing and viewing your EndoForm

Once you're happy with your EndoForm, click the green "Update form" button at the top right to save your changes. The form preview on the left hand side will be updated to the latest version of the form.

To view your live form, click "View form" — this will open your EndoForm in a new tab.

Congratulations, your EndoForm is complete!

Did this answer your question?