Collect Client Testimonials Effortlessly with Your Personal Review Link - User Instructions

Modified on Mon, 9 Feb at 4:10 PM

Testimonial Collection Feature - User Instructions

Table of Contents

Overview
Your Personal Testimonial Link
Sharing Your Link
What Your Clients Experience
Receiving Testimonials
Frequently Asked Questions

Overview

The Testimonial Collection feature allows you to gather professional client reviews through a simple, guided process. Each agent has a unique URL that clients can visit to submit their feedback, which is then transformed into a polished testimonial.

Key Benefits

Easy for clients to complete (2-3 minutes)
Professional, well-written testimonials
Works on mobile and desktop
Spam protection built-in
Email notifications when reviews are submitted

Your Personal Testimonial Link

Your unique testimonial collection URL follows this format:

https://mypropertyhub.io/testimonial/[your-agent-id]

For example: https://mypropertyhub.io/testimonial/9675330

Finding Your Link

Your personal testimonial link can be found in two places:

Landing Pages - Visit your 'Landing Pages' page in the CRM to find your link
Email Merge Field - When sending emails from the CRM, use the testimonial link merge field to automatically insert your personal link.

Sharing Your Link

When to Share

The best time to request a testimonial is:

Within 1 week of settlement (for buyers/sellers)
After a positive rental experience (for tenants)
During annual reviews (for landlords)

How to Share

Via Email

Subject: Would you share your experience?

Hi [Client Name],

It was a pleasure working with you on [property address/transaction].

If you have a moment, I'd really appreciate it if you could share your experience.

I've made it easy - just click the link below and follow the simple steps:

[Your Testimonial Link]

It only takes 2-3 minutes and your feedback means a lot to me.

Thank you!

[Your Name]

Via SMS

Hi [Name], thank you for choosing me as your agent! If you have 2 minutes,

I'd love to hear about your experience: [Your Link]

In Person

After a successful settlement meeting, mention that you'll send them a quick link to share their experience.

What Your Clients Experience

When a client visits your testimonial link, they go through the following steps:

Step 1: Select Their Role

They choose how they worked with you:

I sold a property
I bought a property
I am a landlord
I am a tenant

Step 2: Rate Their Experience (5 Questions)

They answer 5 tailored questions based on their role. For example, sellers are asked about:

Communication during the sale
Pricing advice and sales strategy
Negotiation skills
Process management
Overall satisfaction with the outcome

For each question, they:

Give a star rating (1-5 stars)
Optionally select keywords that describe their experience (e.g., "Responsive", "Professional", "Exceeded expectations")
Optionally add their own word

Step 3: Add Comments (Optional)

They can add any additional thoughts or specific details they'd like to mention.

Step 4: Verification

An invisible security check runs in the background to ensure the submission is legitimate. Your clients won't see or interact with any CAPTCHA.

Step 5: Review Generated Testimonial

The system generates a professional testimonial based on their feedback. This includes:

A full testimonial (100-160 words)
A short quote (1-2 sentences) perfect for marketing

They can:

Edit the testimonial if they want to change wording
Regenerate if they'd like a different version
Approve and submit when they're happy

Step 6: Confirmation

After submission, they see:

A thank you message
Your contact details
For high ratings (4-5 stars): Links to also leave reviews on Google, Rate My Agent, and REA

Receiving Testimonials

Email Notifications

When a client submits a testimonial, you receive an email containing:

The client's name
Their star ratings
The full testimonial text
The short quote

Automatic Addition

Testimonials are automatically added to your profile - no manual approval required. You'll receive an email notification so you're always aware of new reviews.

Frequently Asked Questions

Can clients edit the generated testimonial?

Yes! Before submitting, clients can freely edit the generated text to make it more personal or accurate.

What if a client gives a low rating?

The system still generates a testimonial, but it will reflect their experience honestly. You receive the feedback privately and can choose not to publish it.

Is there a limit to how many testimonials someone can submit?

To prevent spam, there's a rate limit of 3 submissions per hour from the same device/location. This shouldn't affect legitimate use.

Do clients need to create an account?

No. The testimonial form is completely public and doesn't require any login or account creation.

What information do clients need to provide?

Their name (required)
Email address (optional)
Their ratings and feedback

Can I customise the questions?

The questions are standardised to ensure consistent, high-quality testimonials. They are tailored based on the client type (seller, buyer, landlord, tenant).

How long does the process take?

Most clients complete the process in 2-3 minutes.

Is the page mobile-friendly?

Yes! The testimonial page is fully responsive and works on all devices.

What happens if my client closes the page before finishing?

Unfortunately, progress is not saved. They would need to start again. This is why the process is kept short.

Can I track who has submitted a testimonial?

You receive an email notification for each submission with the client's name and feedback.

Click Here to Watch Instructional Video

Need Help?

If you have questions about the testimonial feature or need assistance, contact @realty support.

Last updated: January 2026