Thrive Knowledge Base

How to Capture Testimonials with Thrive Ovation

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The "Testimonial Capture" feature allows you to display a form through which your visitors and users can share their thoughts and experiences on your website. 

​In order to access this feature you have to enter the Thrive Ovation plugin from the Thrive Dashboard menu item.

Go to your WordPress admin dashboard and hover over the "Thrive Dashboard" item from the menu on the left side. A new section will appear with your Thrive Products. Here, click on "Thrive Ovation":

After you have entered the Thrive Ovation dashboard, look for the Capture Testimonials menu item on the top of the page:

Once you have opened the sub menu, you can select the method through which you want to capture a testimonial:

Important! You can only capture testimonials using Thrive Architect or Thrive Leads if you have these plugins installed and activated on your website.

Capture using Thrive Architect

If you choose to capture your testimonial using Thrive Architect, once you select that option, a video tutorial that will walk you through the process will pop up on the screen. You can see the same instructional video, below:

The steps to capture testimonials using Thrive Architect are as follows:

In your Thrive Architect editor, click on the plus sign from the right toolbar, in order to add the element:

Click on the “Capture Testimonials” element or look for it in the search bar, then drag and drop it wherever you want it to display on your page:

Right after you do that, a template pop-up will automatically open. This is where you can choose the template that you want to use for your testimonial capturing form. Choose one and click on the green “Save” button:

All the element settings will appear on the left sidebar:

The “Capture Testimonials” section is where you can customize the form and its fields.

Change Template

The first option from the “Capture Testimonials” section is the “Change Template” one:

If you want to change the template that you’ve previously chosen, click on that blue “Change Template” button and you will be taken back to the pop-up. Choose another one and click on the green “Save” button.

Form Settings

The next option is the “Form Settings” one. In order to access it, click on the blue “Form Settings” button:

This will open another pop-up, containing all the modifications that you can do to the form:

Form Fields

By default, you have the “Name” and “Email” fields displayed on your form, but you can choose more fields to be displayed, as well as decide if you want those fields to be required or not when a user fills in the form:

Next, you can choose the question you want to appear above the field where the user or customer has to fill in with their experience. Furthermore, you can add a “Placeholder Text”, which is what will appear below your question, like a further explanation to it:

This is how the users will see the question and the placeholder text:

 You can use only one question, or you can add more, by clicking on the “Add New Question” button:

Other Settings

Next, you can further customize the form by using the options from the “Other Settings” section:

You can include an image field by activating the switch next to the option:

This way, the user can also upload a picture when writing a testimonial.

Next, you can choose if you want to display a certain success message. The default message is “Thanks for submitting your testimonial.”, but you can write your own message in the field:

If you want the user to be redirected to another page instead of showing a success message, choose that option. Click on the “Show success message” field and choose “Redirect to url” from the drop down menu that opens:

You can also change the “Submit” button text by simply writing another one in this field:

Furthermore, you can add tags to your form, or activate the “reCaptcha” option:

Once you’re done, don’t forget to click on the green “Save” button from the bottom right corner:

Button Color

The last option available in the “Capture Testimonials” field is the “Button Color” one. You can change the color by clicking on the color box of the field next to the option:

This will open a color pop-up. You can choose the color of the button by manually picking one with the color picker, or by entering a HEX / RGB code in the dedicated field:

Besides that, you can also choose the opacity of the color by entering a value in the “Opacity" field:

Don’t forget to click on the “Apply” button to save your changes.

Besides the “Capture Testimonials” section, you also have the general options, such as “Layout & Position” or “HTML Attributes”. You can find information about how to use these options in our Knowledge Base.

Once you have created a capture form using Thrive Architect you can also provide the visitor with the option of uploading his/her Facebook or Google profile picture to their testimonial. In order to do this you have to set up an API connection with Facebook and/or Google.

After you have set out the API connection, you can go back to your Thrive Architect editor, to the page where you've inserted the "Capture Testimonials" element to.

In the editor,after you make sure everything has been saved, select the "Preview" option from the mid-bottom part of the screen, in order to see the page from your visitor's perspective:

Once you have entered the "Preview" mode, look for the capture form. If you hover over the picture area you will notice the Facebook and/or Google icons appearing on the screen. By clicking one of them your profile picture from that website will automatically appear on the screen.

Below you can see an image of how the capture form looks after you hover over the picture area:

Capture using WordPress Shortcodes

The second option from the drop list is "Capture using WordPress Shortcodes". Click on it if you want to use shortcodes for your testimonials:

You will be redirected to the "Testimonial Capture Shortcodes" page.

Add the Shortcode

In order to add a new shortcode, look for the button that says "Add New" or simply click on the box in which you can find the text that says "New capture shortcode":

Then, you will be asked to name your shortcode. Do that, and then click on the green "Save and Continue" button:

Once you have clicked one of the buttons and you have given a title to the shortcode, you will be taken back to the Thrive Ovation page, where you can see the new shortcode:

Edit the Shortcode

The next thing you need to do is select the template you want from the "Testimonial Capture Templates" grid. You can do that either by clicking anywhere on the "Choose Template" field or by clicking on the "Edit" button. This will open a new tab with your page, and a pop-op will automatically open, where you have to choose your template from:

Select one, and then click on the green "Save" button.

Once you have selected a template, a demo post with a preview of the capture form will be opened, this way you can have a live preview of it and start customizing it to fit your website's needs.

Color

You are able to change the color of certain components of the template. To do this, look for the "Color" item found on the top of the page:

Form Settings

Besides the color, you can also adjust the settings of the template by accessing the "Form Settings" item, found next to the "Color" item:

Click on it if you want to change the form fields, whether or not they are required, include images and so on. The form settings are exactly the same as the form settings when capturing testimonials using Thrive Architect, and they are described in more detail above.

Once you're done customizing, click on the green "Save" button.

Change Template

You can also change the template if you decide that another one fits your website better. To do that, click on the "Change Template" button next to the "Form Settings" one:

This will open the pop-up again, where you can simply choose another template and click on "Save" after you do.

In order to be able to use the newly created shortcode, save the changes you have made, by clicking the "Save Changes" button on the top of the page:

Copy the Shortcode

Then, go back to your Thrive Ovation Dashboard and go to the "Testimonial Capture Shortcodes" page. To copy your shortcode and later place it on a certain page/post simply click the green button that says "Copy":

Place the Shortcode into Your Post/Page

Once you have copied the shortcode, you can go to a page/post, edit it using the WordPress Editor, and paste the shortcode in any of the large text boxes found in that section.

This way, wherever you paste the shortcode in the content, the testimonial form will be displayed on the live post/page. 

For example, I've placed the shortcode in between two paragraphs:

To see how my shortcode will look like, I can simply click on the "Preview" button from the upper-right corner:

The shortcode placed in between the two paragraphs will look like this for the users:

If you decide you want to make certain changes to the newly created shortcode, go back to the Thrive Ovation Dashboard, and go to the "Capture using WordPress Shortcodes" section.

If you hover over the shortcode you've just created, you will see the "Preview & Edit" text:

 Click on it in order to be taken back to the WordPress demo page where you can edit your shortcode as explained above.

Furthermore, if you click the item on the three dots shown in the picture below, you can edit its title or even delete the shortcode:

In order to understand the entire process of capturing testimonials using WordPress Shortcodes properly, check out the tutorial video below:

As in the case presented above, if you set out an API connection with Facebook and/or Google your visitors will have the option of uploading their Facebook or Google picture on the capture form. 

Capture using Thrive Leads

If you already have Thrive Leads installed, you can also use it to capture testimonials. To do that, select the third option from the drop down menu:

This will open a video tutorial that will walk you through the entire process.

You can see the instructional video, below:

The steps to use Thrive Leads for capturing testimonials are as follows:

In your WordPress admin dashboard, hover over "Thrive Dashboard" from the menu on the left side. You will see the section with all the Thrive products. From here, go to "Thrive Leads":

There are various ways to capture a testimonial using Thrive Leads, since this is a complex product.

As an example, I will capture testimonials using a lightbox, but the steps are exactly the same for every type of opt-in form. If you need more information about Thrive Leads, check out these articles.

In the Lead Groups section of the Thrive Leads page, select the type of opt-in form (in this case Lightbox), and click on "Add" to add a new form:

Then, create a new form and assign a name to it. Click on the green "Create Form" button:

Now, you will see some options for the form. On the right hand side, there is a blue "Edit Design" icon:

Click on it. This will open a new tab, where you will be able to edit the form. First, choose a Lightbox template and click on the green "Choose Template" button when you're done:

You just need to replace the form that comes with the template with a "Capture Testimonials" element from the element list.

 First, remove the opt-in form generated with the template, by clicking on the trash can icon from the upper-right corner:

Then, click on the plus sign from the right sidebar, look for the "Capture Testimonials" element, and add it to the template. A pop-up will open. Choose the template that you want to use. This is how the form will look like now:

Now, we have a capture form inside an opt-in form. You can then edit the form just as described above.

As in the cases of Thrive Architect and WordPress Shortcodes, if you set up an API connection with Facebook and/or Google, your visitors can upload their Facebook or Google profile picture to the capture form using Thrive Leads, too. 

Import from Social Media

Apart from capturing a testimonial through the methods presented above, you can also import a certain testimonial using Social Media. You can find out more about this option by clicking here.

This concludes the article about how to capture testimonials using Thrive Ovation. 

If you need more information about various products, check out our Knowledge Base.

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