Overview
Testimonial Tree is a third-party service that manages your online reputation through reviews, surveys, and testimonial marketing. They then deliver the metrics of those efforts to their customers so as to help them grow their business. The customer reviews that are collected by Testimonial Tree can be fed automatically to your BoldTrail website.
Please Note: Only testimonials that are approved AND marked public will be pulled into BoldTrail.
How to Sync Testimonial Tree to BoldTrail
Please Note: Vendors may not have updated the BoldTrail logo or branding yet - rest assured the connection still works!
If you see references to kvCORE - that's okay!
Before getting started:
You must have a Testimonial Tree account.
Although individual Agents may certainly connect their own accounts, if the company is using Testimonial Tree then the Company Admin should set up Testimonial Tree.
Your email in Testimonial Tree must match your email in BoldTrail. If you are an Admin, ensure that the Agents you've entered into Testimonial Tree have the correct corresponding emails in their BoldTrail profiles.
Begin by navigating to the BoldTrail Marketplace from the main navigation. Find the Testimonial Tree tile and select 'Learn More'.
On the following pop-up, click the green 'Add To BoldTrail' button from the top right.
This will prompt you to enter your Testimonial Tree login info. Enter that, and your account will be synced.
BoldTrail will look for any testimonials to add that match users in your kvCORE account. The sync occurs each day at 3 am. As testimonials are added or found during the day, you will need to wait for the next day to see them published to kvCORE sites.
Managing Testimonials
Testimonials are managed in BoldTrail Website Customization settings.
Testimonials that are fed over from Testimonial Tree may be deleted from the control panel in Web & IDX settings, and they will be removed from corresponding Agent's websites.
If you delete a testimonial, BoldTrail will detect that it has been deleted and it will not be re-published when the next sync happens. To re-add a previously deleted testimonial you must contact the Support Team.
If a Company Admin integrates their Testimonial Tree account (as is recommended), it overrides any sub-accounts that may have added Testimonial Tree to BoldTrail. This includes Agents, Office, and Team Admins.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!