How do you collect a quote with permission for one place?
Set up a collection form and give the customer specific choices about where you can use their testimonial. In the testimonial record, read the permission they selected before choosing a display.
Leave form auto-approval off while you set up the review process. Web, manual and spreadsheet imports can start approved, so check those separately. A quote marked approved can still have private permission. Keep automatic additions to public displays off if each quote needs a placement check.
What happens when the free collection fills up?
The Free allowance covers 15 text and video testimonials combined over the life of the account. Imports and unapproved submissions count. Removing a quote does not free a slot. The form may still accept a new submission, but you may need to upgrade to see it.
Before sending a request to several customers, check how many slots you have left. Paid plans list unlimited testimonials, with separate allowances for forms and options for video download quality.
How do you remove a quote and keep a copy of the original?
Unapprove the testimonial to take it out of Senja’s widgets and walls while retaining the account record. Recheck your public pages and any images or videos you posted separately. Deletion permanently removes the Senja record.
Use the proof page for a CSV, a file of rows you can open in a spreadsheet. Check which fields the file contains before relying on it for a move. Keep the approved wording and permission separately if you need to show precisely what was agreed. Video downloads are a separate step.
Can you plan the approval before opening the form?
Use fictional records on paper. Keep the form, public embeds and vendor account out of the exercise.
- Mark the approved placementGive one sample quote permission for your website and mark a second sample private. Give an imported quote unknown permission even if its approval flag is already set.
- Draw the intended displayThe website quote can appear in the website display. Keep both other records out. Mark automatic approval and automatic display additions as settings to inspect before launch.
- Withdraw one permissionCross out the approved quote on every website surface where it appears. Mark unapproval as the Senja action and add a separate removal task for any copied graphic.