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Adding Testimonials to the Web Office

Updated

Admin: Web Office Admin
Page: Content Management > Testimonials
URL: [CLIENTID].admin.directscale.com/#/Testimonials
Permission: Testimonials

The Testimonials page allows you to highlight positive reviews or Associate success stories to encourage other Associates. Associates will be able to view and share the testimonials with public outlets.

Testimonials can be collected by you or submitted by Associates through the Web Office. The submissions will be sent to a company email for approval to be selected for use.

What We’ll Cover

Adding a Testimonial

  1. Click the + ADD TESTIMONIAL button.

    The Add Testimonial pop-up window opens.

    Add Testimonial pop-up window

  2. Click the User Type dropdown and make a selection.

    • If Distributor, the name will be hyperlinked to the Associate’s profile so that an Associate can view them for more information.

    • If Customer, the name will not link to a profile.

      The rest of the fields will reveal and the Distributor ID will disappear.

  3. If Distributor, in the Distributor ID text field, type the distributor’s/Associate’s ID.

    Distributor ID field

    Note: the Distributor/Associate ID can be found in Corporate Office in the Associate’s Detail page.

  4. Click the SEARCH button.

    The pop-up window will expand, and the Associate’s name will autofill into the Name field.

  5. If Customer, enter the customer Name.

Uploading an Image

  1. Under the Preview Image section, click the CLICK TO SELECT IMAGE area to upload an image.

    Important: The image must be JPG/PNG, square (at least 200 x 200), and less than 50 MB to upload.

    This image will be displayed as a profile thumbnail. Common images include a picture of the product or Associate that is being featured. Not required, but highly recommended.

  2. Alternatively, under the Image section, click the dropdown and select Enter Image URL. Type the URL to the image file.

    Use this when an image is hosted in a cloud-based app or your own CMS with a public URL. Use the complete URL including https:// (for example, https://www.directscale.com/images/customerTestimonialImage.png/).

Entering Testimonial Detail

  1. In the Occupation text field, type the customer’s/Associate’s occupation.

  2. In the Favorite Product (tags) text field, type any relevant tags related to the customer’s/Associate’s favorite product.

    Separate each tag with a comma (,) or press Enter on your keyboard after each tag.

  3. In the Testimonial Focus (tags) text field, type any relevant tags related to the customer’s/Associate’s testimonial.

    Separate each tag with a comma (,) or press Enter on your keyboard after each tag.

    Keywords are useful for finding testimonials that all refer to the same products or experiences.

  4. In the My Story (Testimonial) TinyMCE Editor, type the provided testimonial.

    Keep in mind that testimonials are typically displayed on mobile devices. Be conscious about the content sizes (videos, images, etc.).

Saving the Testimonial

  1. Click the Published toggle to publish the testimonial now after saving the configuration.

  2. The rest of the settings Multi-Faceted Configuration (MFC).

    Enter your specific configurations on who can view the testimonial.

  3. When finished, Click SAVE.

Using Testimonials in the Web Office

Site: Web Office
Page: Tools > Testimonials
URL: [CLIENTID].office.directscale.com/app.html#/Testimonials

If you happen to have a Web Office page open for testing at the time the changes were made and notice the changes haven’t occurred immediately, refresh the Web Office page.

Viewing and Sharing Testimonials

Associates can VIEW and SHARE the testimonial. When an Associate clicks SHARE, an options menu reveals:

  • Copy Link - This allows you to paste the direct link to the Share Site in any other social app.

    The Share Site allows the testimonial to be viewed externally, making it a helpful tool for the Associates to distribute company testimonials and give customers easy access to an Associate’s contact information and eCommerce Shop.

    You can edit the background image displayed in the Branding page in Web Office Admin.

  • Send to Email - Opens a preferred email tool and adds the message there to be sent.

  • Share on… - Create a new post on the selected social media site where Associates can add an entry to the post.

  • SEND TO TEAM - Share the resource through the Web Office’s internal messaging feature.

Submitting a Testimonial

Associates can also submit a testimonial by clicking the Submit a Testimonial button and following the instructions shown in the pop-up.

Submit a Testimonial pop-up window

You can overwrite the default instructions of submitting the Testimonial in the Localization page in Web Office Admin.

In the Localization page, search for the following string key and edit the Text Value.

Change the Text Value

String key: submit_testimonials_description

The instructions will display in the Submit a Testimonial pop-up once the cache is recycled. This can take up to 30 minutes.

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