Collect your first testimonials

1. Create your first campaign

• Click Campaigns, then New Campaign
• Select Testimonials as the campaign type and apply your branding to the feedback form
• Name your campaign and submit it for approval

2. Get your campaign approved

• If your account has a Compliance Hub, an Admin or Compliance user approves it there.
• If your firm's compliance is managed by your broker-dealer or central compliance team, it routes automatically to your home office's queue and the status updates once they've reviewed it.

3. Launch and start collecting

• Once approved, open the campaign, click Launch Campaign, then Get Links
• Copy the link for your office location and start sending it to clients

5. (Optional) Automate feedback requests

• If you use FMG Marketing Suite, you can leverage the included Testimonials automation. Click on Automated Marketing in Marketing Suite, then turn on the FMG Testimonials campaign. Select the appropriate contact list and add the feedback link from the Testimonials platform.

Next steps

Add your team

• Click Team Settings, then Members → Invite User
• Assign a role: Administrator, Compliance, Creator, or Viewer

Set up your brand guidelines

• Click Team Settings, then Branding