How to Capture Testimonials with Thrive Ovation
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Please, check out the changes here, before proceeding.
The "Capture Testimonial" 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 use the feature you have to access 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 accessed the Thrive Ovation dashboard, look for the Capture Testimonials menu item on the top of the page and, when you find it, click on it:
Once you have opened the sub menu, you can select the method through which you want to capture a testimonial:
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 sidebar, 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 options of the element will appear on the left sidebar:
The “Capture Testimonials” section is where you can customize the form and its fields.
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.
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:
By default, you have the “Name” and “Email” fields displayed on your form. 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:
If you also want to activate some other fields, such as "Role/Description", "Website URL" or "Title", all you have to do is check the boxes in front of them:
If you want to change the labels, you can easily do that by removing the label names from the "Label" field and writing your own:
Also, if you need to make some of the fields required, you should check the checkbox belonging to the respective label, below the "Required" option:
Next, you can choose the question you want to appear above the field where the user or customer has to describe their experience. You can do that in the "Question 1" field. By default the "What was your experience with our product like?" question is added here:
If you want to modify this, you can simply delete the default question from the field and replace it with your own question.
Furthermore, you can also add a “Placeholder Text” to the question. This "Placeholder Text" will appear below your question, like a further explanation to it. In order to add it to the question, first click on the "Add placeholder text" option below the question:
Then a new field will appear that you can complete with the "Placeholder Text" you want for the respective question:
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 and repeating the steps described above, using the fields that appear:
Next, you can further customize the form by using the options from the “Other Settings” section:
You can include an image field. The option is activated by default. If you want to change that, click on the switch button next to the option:
This way, when the email address has a gravatar attached, the image will automatically display.
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, by entering them in the field next to the "Add Tags" option. You can also activate the “reCaptcha” option as well, by checking the checkbox next to it:
Once you’re done, don’t forget to click on the green “Save” button from the bottom right corner. This way your "Form Settings" will be saved (you will see this in your editor) and you can go back to the "Capture Testimonial" section to check out the other options from it as well:
The last option available in the “Capture Testimonials” section 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” in the left sidebar. 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 up the API connection, you can go back to your Thrive Architect editor, to the page where you've inserted the "Capture Testimonials" element to. Save everything by clicking on the green "Save Work" button from the bottom-left side of the editor:
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 like 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.
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. When you find it, click on it and choose the "Template Color" that you want from the section that appears:
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.
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 editor of your choice, and add the shortcode to the post/page. I will use the WordPress editor as an example.
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, keeping in mind that this in only an example, and the way your form will look like is based on the template that you've selected:
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.
When you're done customizing the capture form, don't forget to save everything by clicking on the green "Save Work" button from the bottom-left side of the editor:
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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