Touring Video Testimonials

Where it lives

The two main areas

Click Search at the top of your screen and type Video Testimonials, then open it. You can also find it in your menu, but menus can be renamed, so search is the sure way.

Your little video booths

A collector is your own branded page where customers record a video for you. Every collector you build shows up in this list.

Make as many as you like, such as one per service
The Create Collector button starts a new one
A brand new account shows an empty list, and that is fine

Your video inbox

Every video a customer sends lands here. You can watch it, see whether it is showing in your widget, and download the original file.

Look for a toggle that switches one testimonial on or off
Nothing else needs editing when you flip it
It may be empty until your first customer records

What your customer sees

A clean page with your logo, a few simple questions, and a button to record or upload a video. It works on a computer or a phone, with no app to download.

Customers get up to 2 minutes and 30 seconds
Use the preview on a collector to see it like they do

Why it matters

Why bother with video

A written review is good. A video is proof people can see and hear, and your software makes sending one easy.

📱

No app to install

Your customer taps a link, records on their phone, and the video lands in your account.

📎

No big attachments

No giant email files and no chasing people down to send them.

🧩

One page per service

Build a separate collector for each thing you sell so videos stay sorted.

📥

One place to review

Every video arrives in the Responses tab, ready for you to watch.

Key terms

Definitions

Tap any term to expand it.

Your own branded page where customers record or upload a video testimonial.

The tab where every video your customers send lands, like a video inbox.

A customer saying in their own words that you did the job well.

A button that shows a collector exactly the way a customer will see it.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Open your account, search for Video Testimonials, and open it.

Click the Collectors tab and the Responses tab, and look at what each one holds.

Find the Create Collector button, and open a collector preview if you already have one.

⚡ Tips

The Create Collector button may read slightly differently in your account, so say whichever you see.
An empty Responses tab is normal before your first customer records.
Think of one collector per service you sell as you look around.
Customers need no app, which is the main reason more of them will finish.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

What do you type in Search to open Video Testimonials?

What is the Responses tab best described as?

Customers need to download an app to record a testimonial.

A ____ is your own branded page where customers record a video for you.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🔍 Plan my Video Testimonials tour

You are a friendly software trainer helping me get comfortable with the Video Testimonials area of my software. My context: - [my business and what I sell] - [how many services I offer] - [how comfortable I am with new software] Give me: - A short checklist for touring the Collectors and Responses tabs - Three things to look for on each tab - A few notes to jot down about what I see Use plain words and keep it under 250 words. Finish by asking me: "Which tab am I most unsure about?"

🗂️ Name my future collectors

You are an organized setup helper helping me plan names for my video collectors. My context: - [my business] - [the services I offer] - [how I would like to keep videos sorted] Give me: - A list of one collector per service - A clear internal name for each - A note on which ones I should build first Keep names short and plain, and do not suggest any strategy, only setup. Finish by asking me: "Which service do I get the best feedback on?"