Skip to main content

Add a Testimonial

Updated
The Goal: Add a member testimonial as web content for publication on your website to attract new members and retain existing ones.

Before You Begin:

  • You need staff permission to manage web content.
  • The Testimonials content type must be enabled. If it is not displayed, refer to Enabling Common Content Types.
  • Have the contact's name, testimonial text, content dates, and any images ready.

Step-by-Step Instructions

Testimonials are a great way to attract new members and retain existing members.

  1. Go to Marketing & Communication, click Web Content.

  2. Click the Testimonials tab.

    NOTE: If the Testimonials tab is not displayed, you will need to enable it as a content type. Refer to: Enabling Common Content Types.

  3. Click the Add button.
  4. On the General Tab, configure the following:
    • Contact - Enter a Contact's name. The software's type-ahead functionality will display options as you type.
    • Content Status - Select status of this testimonial. The content will not display on your websites until the status is marked as Approved.
    • Title/Subtitle - Enter a title and subtitle. Both of these will be displayed on your website.
    • Tags - Add tags to enable filtering and searching.
    • Description - Provide a description. This is the testimonial, and will display on your website.
    • Search Description / Teaser Text
    • Content Date - Enter the date the testimonial was created.

    • Publish Start - Enter the date the testimonial should start to be published to your sites. If the publish date is less than five days old, a tag called New will show on the content.

       
    • Publish End - Enter the end date for the testimonial to be published. Note: the Web Content Pre Expiration Notice automated email will be sent to the contact three days prior to the Publish End. Within the email will be a link that will take them to the Info Hub, where they can update the testimonial publication end date.
    • Require Approval After Edit - if your designated staff must approve the content before publication, select this check box.
    • Category - Select a category(s) from the list. Categories provide a way to report, search and filter testimonials. Click Here for details on setting up categories.
  5. Click the Images tab to add images to your testimonial. Adding an image to the Search Image will populate it in the first page. Other images appear after clicking into the content.
  6. Click Done when you have completed configuration.

Common Pitfalls

  • Testimonial never appears on the website: Content will not display until the Content Status is set to Approved and the Publish Start date has arrived. Verify both before assuming something is broken.

Related articles