At the right time
Send the link right after delivery, while the result is fresh, with a personal note. Add it to your final invoice email too.
Clients answer from their phone, with no account. The improvement question stays private: it helps you get better, it is not for publishing.
Publish properly
Only publish testimonials whose author agreed, in the form they chose: name and company, or first name only. Keep the response: it proves the consent.
Each response can be downloaded as a PDF for your records. A photo or logo requires the File field, on a paid plan; on the Free plan, ask for them by email.
Personal data: the right habits
- A testimonial is personal data: publish it only if the client agreed, in the form they chose, and remove it if the client asks.
- Responses are hosted in France, with OVHcloud.