Marketing sites can take a quote from a happy customer without a 12-email thread. The form captures the story and whether they can be named, then store it until legal says the logo can go live.
Notify marketing, not the general support pile.
Edit the details placeholder with metric hints.
Day-30 ‘how is it going?’ is the right moment.
Email the final quote and logo treatment.
A testimonial form is how you ask for a quotable sentence plus permission context. It is not a Trustpilot review widget and not a G2 listing. US B2B marketers and UK agencies both need a private intake because many customers will praise you in an email but will not click a public review site.
The request pack’s details field is the quote. Request type can mean ‘named quote’, ‘anonymous quote’, or ‘willing to do a case study call’. Preferred date is useless for testimonials—relabel it to ‘okay to publish from’ or drop the field on the form.
A paragraph with no permission to name the firm is a private compliment, not a homepage asset.
Still send the final sentence back for approval. This form is draft intake, not a signed talent release unless your lawyer says otherwise.
Video tools, G2, and ‘reply to this email’ all work. HTML is the always-on page you link from the thank-you note.
Private submission. You curate what goes public.
SEO value, less control, and UK ASA / US FTC rules still apply to incentives.
Highest quality, lowest volume. Send this URL as the follow-up.
Use when you have budget. Start with text here.
Put the form on a page that is noindex if you do not want it ranking; keep the homepage quotes as static HTML you update by hand.
US FTC endorsement guides and UK CAP rules still apply if you offer a gift for a quote. Disclose it.
Usually not. Use a short permission email or a proper release for video and logos.
Ask for a URL or use the file-upload generator.
Allowed if truthful. ‘Fortune 500 retailer’ is fine; fake names are not.
If you pay or gift, say so in the published testimonial where rules require it.
Capture repro steps, severity, and environment from users on your site.
Let customers pitch product ideas with context, not a one-line tweet.
A lighter intake than a feature request for culture, process, or UX niggles.