Review Collection Service Toolkit
Set your review collection campaign up for success by leveraging our helpful tools to engage your software users.
Collecting reviews matters and we make it easy from campaign set up to measuring impact with marketing and sales enablement support along the way.
Power Your Review Collection Efforts
Use your review collection links located within the vendor portal backed by the assets in this toolkit by product, language, and currency of choice.
Campaign Execution
Get your campaign started quickly with these email templates. Use the scheduling tool to help determine your first email send dates. Track the success of your campaign with a simple UTM parameter.
Email is an effective form of review recruitment. The most successful campaigns send 3-4 reminders between 9AM and 1PM.
Scheduling and template tool
| Email Templates | Send Dates | Times |
|---|---|---|
| Email #1 (Initial) | 9:00am-11:00am | |
Subject Line: Will you write a review of Your Product's Name? Hi Your Customer's Name,
Thanks for being a valued user of Your Product's Name. Your opinion is very important to us and we'd love to hear how our software has served your business. Please leave a brief review about your experience on Capterra. We appreciate your honest feedback. To thank you for your time, the first ## users who leave a validated review will earn a $XX gift card. Get started now: Your Review Collection Link Best, Your Company's Name *To be eligible to participate in the Capterra Reviews Program, you must comply with these Community Guidelines. PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists. ** Even if you fall under one of the categories listed above, you are welcome to submit a non-incentivized review directly on the site by clicking here. |
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| Email #2 (Follow-up) | 9:00am-11:00am | |
Subject Line: RE: Will you write a review of Your Product's Name? Hi Your Customer's Name,
We want to hear from you. We would love to know about your experience using Your Product's Name. When you write an honest review of your experience on Capterra, the first ## qualifying reviewers will receive a $XX gift card. Your review will help others make smarter software decisions. Thank you for your feedback: Your Review Collection Link Best, Your Company's Name *To be eligible to participate in the Capterra Reviews Program, you must comply with these Community Guidelines. PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists. ** Even if you fall under one of the categories listed above, you are welcome to submit a non-incentivized review directly on the site by clicking here. |
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| Email #3 (Follow-up) | 9:00am-11:00am | |
Subject Line: Don’t forget to share your thoughts. Hi Your Customer's Name,
Thank you again for being a valued user of Your Product's Name. Be among the first ## reviewers to leave a review of Your Product's Name on Capterra and receive a $XX gift card as a thank you. Leave your review: Your Review Collection Link We appreciate your time. Best, Your Company's Name *To be eligible to participate in the Capterra Reviews Program, you must comply with these Community Guidelines. PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists. ** Even if you fall under one of the categories listed above, you are welcome to submit a non-incentivized review directly on the site by clicking here. |
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| Email #4 (Follow-up) | 9:00am-11:00am | |
Subject Line: Last chance to leave a review. Hi Your Customer's Name,
If you haven't had a chance to provide a review for Your Product's Name, it's not too late. As a reminder, only the first ## users who provide a validated review will receive a $XX gift card. Share your feedback: Your Review Collection Link Best, Your Company's Name *To be eligible to participate in the Capterra Reviews Program, you must comply with these Community Guidelines. PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists. ** Even if you fall under one of the categories listed above, you are welcome to submit a non-incentivized review directly on the site by clicking here. |
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Use this feature to run and track internal competitions, A/B test campaigns, and measure channel success.
Implement channel tracking by creating distinct links, one for each channel you are targeting. Each link is created by adding a tracking parameter and a unique review collection page’s URL.
Append the parameter &utm_term= followed by a unique naming convention for each channel.
Example: https://reviews.capterra.com/new/000000?lang=en&utm_term=sales
Work with your reviews consultant to identify the highest performing channels.
Marketing Tools
Use our curated social media tiles and post templates to jump-start your campaign or as inspiration for requesting reviews. Plus, leverage online events and webinars to connect with users in real time and ask for feedback.
Use webinars, virtual conferences or events as an opportunity to collect feedback from engaged users. Act while you have their attention and set the expectation that you will be sending a review request as follow-up.
Request reviews as part of your email follow-up post session or tap into social media during your event to ask for feedback. You can also promote your review link and gift card incentive through a slide in your deck, in the event chat box, or even through mobile/SMS push notifications during your event.
| Presentation Asset |
|---|
| Download this sample slide for inspiration on how to incorporate review requests during webinars or other virtual events where you are using a presentation. |
| Email Templates | ||
|---|---|---|
| Email #1 (Pre-Event) | ||
Subject Line: Will you write a review of Your Product's Name? Hi Your Customer's Name,
Thanks for being a valued user of Your Product's Name! We are excited to see you at Your Event's Name, and wanted to share with you an upcoming opportunity for event attendees. We are working with Capterra to collect reviews and will be offering a $XX gift card to attendees who write an honest review of Your Product's Name. The first ## published reviewers qualify for a gift card. Get started now: Your Review Collection Link. We look forward to seeing you soon! Best, Your Company's Name *To be eligible to participate in the Capterra Reviews Program, you must comply with these Community Guidelines. PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists. ** Even if you fall under one of the categories listed above, you are welcome to submit a non-incentivized review directly on the site by clicking here. |
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| Email #2 (Post-Event) | ||
Subject Line: RE: Will you write a review of Your Product's Name? Hi Your Customer's Name,
If you haven't had a chance to leave your honest feedback for Your Product's Name yet, it's not too late! To recap, we are working with Capterra to collect feedback and will be offering a $XX gift card to Your Event's Name attendees who write an honest review of Your Product's Name. As a reminder, only the first ## users who write a published review will receive a $XX gift card. Get Started: Your Review Collection Link. Best, Your Company's Name *To be eligible to participate in the Capterra Reviews Program, you must comply with these Community Guidelines. PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists. ** Even if you fall under one of the categories listed above, you are welcome to submit a non-incentivized review directly on the site by clicking here. |
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Sales Enablement
Inform your sales and customer-facing teams about your review collection efforts and ask for their help to spread the word. Use email signatures and messaging templates to embed feedback collection as part of the sales process.
Hi All,
97% of buyers read reviews before making a purchase. We’re launching a reviews campaign with Gartner Digital Markets in an effort to get more user feedback and increase our online reputation and brand awareness. Collecting 10+ reviews can increase our Gartner Digital Markets product profile pageviews by 3x — so this is a big opportunity for us.
During the campaign, we will contact active users of our product and encourage them to leave a review on Capterra on the Gartner Digital Markets network.
The campaign will start this week. As part of their reviews service gift card incentives of $XX for the first ## users who leave a verified user review will be provided to help boost response rates.
To help our review recruitment efforts, we ask that you include the link below and the attached banner (email signature badge from above) in your email signature to help collect reviews from your contacts.
Review Link: Your Review Collection Link
Please don't hesitate to reach out if you have any questions.
Thanks in advance!
*To be eligible to participate in the Capterra Reviews Program, reviewers must comply with these Community Guidelines.
PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists.
** Even if reviewers fall under one of the categories listed above, reviewers are welcome to submit a non-incentivized review directly on the site by clicking here.
97% of buyers read reviews before making a purchase. We’re launching a reviews campaign with Gartner Digital Markets in an effort to get more user feedback and increase our online reputation and brand awareness. Collecting 10+ reviews can increase our Gartner Digital Markets product profile pageviews by 3x — so this is a big opportunity for us.
During the campaign, we will contact active users of our product and encourage them to leave a review on Capterra on the Gartner Digital Markets network.
The campaign will start this week. As part of their reviews service gift card incentives of $XX for the first ## users who leave a verified user review will be provided to help boost response rates.
To help our review recruitment efforts, we ask that you include the link below and the attached banner (email signature badge from above) in your email signature to help collect reviews from your contacts.
Review Link: Your Review Collection Link
Please don't hesitate to reach out if you have any questions.
Thanks in advance!
*To be eligible to participate in the Capterra Reviews Program, reviewers must comply with these Community Guidelines.
PLEASE NOTE: In our support of Capterra’s ongoing efforts to ensure a just and legally compliant Reviews Program, Capterra will not provide an incentive to: i) Reviewers who are employees of -or affiliated with- the company being reviewed, or a direct competitor; ii) Reviewers who are employees, officers, directors, agents of Gartner, Inc., its subsidiaries and affiliated companies and their immediate families; iii) Reviewers who are government and public sector employees; iv) Reviewers whose company policies prohibit the acceptance of gifts in the context of business transactions; and v) Reviewers who are individuals (or who are acting on behalf of individuals) (1) subject to, (2) residing in countries or (3) employed by organizations identified in any government sanctions watchlist, including but not limited to the US Department of Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated Nationals List or other sanctions lists.
** Even if reviewers fall under one of the categories listed above, reviewers are welcome to submit a non-incentivized review directly on the site by clicking here.
When your client success team, sales team, and support team are on the phone with a user, they have a fantastic opportunity to recruit an online review. Below are talk tracks that your teams can use to transition into a review recruitment conversation.
Pro Tip: Be sure to send users your review collection link so they qualify for an incentive.
Customer Conversations: Client success teams have an unparalleled understanding as to which clients are fit to write a review since they know which customers are most engaged and have a complete understanding of the product.
"I'm happy to hear you're enjoying using Your Product's Name. We would appreciate it if you would share your experience by writing a review on Capterra. This helps potential buyers better understand what they can expect when investing in our product. Are you open to sharing your experience through a review?"
Support Call: Support teams are another great channel to collect reviews after a user-facing experience. Once they are finished resolving an issue, they can opt to solicit feedback using this example:
"Thank you for contacting our support team and I'm glad I could help you today. If you have 2 minutes, we'd love it if you could write a review on Capterra about your experience. Your feedback will help us understand what we are doing well and what we can improve."
Sales Conversation: Sales teams play an important role as the lead point of contact for all users – not just your paid clients. Reviews are valuable ways to get new sign-ups or demos to keep your sales funnel full. This is a tactic that most vendors forget about and is an easy way to separate yourself from the pack. Here are a few ways to ask prospects who have tested the product to write a review:
For users who are about to purchase: "Would you be willing to write a review on our Capterra profile to tell other potential buyers why you chose to become a client of Your Product's Name?"
For a user earlier in the sales funnel: "As you use Your Product's Name and learn about our functionalities, please let us know what you think and write a review on our Capterra profile. We value your feedback."
Pro Tip: Be sure to send users your review collection link so they qualify for an incentive.
Customer Conversations: Client success teams have an unparalleled understanding as to which clients are fit to write a review since they know which customers are most engaged and have a complete understanding of the product.
"I'm happy to hear you're enjoying using Your Product's Name. We would appreciate it if you would share your experience by writing a review on Capterra. This helps potential buyers better understand what they can expect when investing in our product. Are you open to sharing your experience through a review?"
Support Call: Support teams are another great channel to collect reviews after a user-facing experience. Once they are finished resolving an issue, they can opt to solicit feedback using this example:
"Thank you for contacting our support team and I'm glad I could help you today. If you have 2 minutes, we'd love it if you could write a review on Capterra about your experience. Your feedback will help us understand what we are doing well and what we can improve."
Sales Conversation: Sales teams play an important role as the lead point of contact for all users – not just your paid clients. Reviews are valuable ways to get new sign-ups or demos to keep your sales funnel full. This is a tactic that most vendors forget about and is an easy way to separate yourself from the pack. Here are a few ways to ask prospects who have tested the product to write a review:
For users who are about to purchase: "Would you be willing to write a review on our Capterra profile to tell other potential buyers why you chose to become a client of Your Product's Name?"
For a user earlier in the sales funnel: "As you use Your Product's Name and learn about our functionalities, please let us know what you think and write a review on our Capterra profile. We value your feedback."
One-on-One Support
We're always here to help you get started. Connect with your dedicated reviews consultant at GetReviews@gartner.com.
Review Collection Tips
Access additional resources for your review collection efforts to maximize results and help with reputation management.
Reviews Strategy Step-by-Step Guide
Recruiting fresh reviews can be challenging without the right framework and tools. Get our tips and campaign best practices to build an always-on strategy.
Why Businesses Should Prioritize Authentic Customer Reviews
Prioritize high-quality, authentic customer reviews to help software buyers identify relevant solutions and make important B2B purchase decisions.
10 Do's and Don'ts: Take Control of Online Customer Reviews
User reviews play an essential role in your ability to reach even more tech-savvy customers. Learn how to respond to reviews the right way (and what to avoid).
Facebook/LinkedIn Post #1
Let us know what you love about Your Product's Name and what you think we should work on next! We want our product to be the best it can be for you. Leave us your review of our software on Capterra.com to help us continue to improve. Your Review Collection LinkFacebook/LinkedIn Post #2
You did an awesome job picking out the perfect software for your company, now help others do the same! Leave us a review on Capterra.com. Your Review Collection LinkTweet #1
Tell us what you think! Review Your Product's Name on Capterra.com and help others find their perfect software match. Your Review Collection LinkTweet #2
Want to brag about your super smart software choices? Share your experiences with Your Product's Name on Capterra.com. Your Review Collection LinkTweet #3
We want to hear from you! Let us know what you think by reviewing Your Product's Name on Capterra.com. Your Review Collection Link