Social Advocate

Learn how to configure the Social Advocate tool to automate the process of having your satisfied customers advocate your brand.

Happy customers advocating your brand

CX Index’s Social Advocate tool automates the process of having your satisfied customers advocate your brand.

When a customer completes a survey, you can offer them the opportunity (based on their survey responses) to complete a review on your organisation's Trustpilot page.

You can enable this function in an individual survey’s settings. 

 

Click the pink Survey Builder button on the top right corner of your page.

This brings you to the Survey Builder page. Click on the relevant survey to open its configuration page. 

On the left of the configuration page you can see two headings;

  • Settings
  • Content

Click Settings to open a pop-up window where you can configure the survey.

From tabs displayed on the pop-up window, select Social Advocate.

Fill in the following fields:

Trustpilot Invite The text inviting the customer to leave a review on Trustpilot e.g. “You can also add your review at Trustpilot:”
Trustpilot Link Your organisation’s Trustpilot URL.
Social Advocate Threshold An int input, e.g. 5. If the customer’s survey responses have an average score of greater than or equal to 5, the customer will be redirected to the provided Trustpilot link.

To save changes, click the Edit button at the bottom of the settings pop-up window. Then, at the right of the screen, click the Config tab, and finally the Save button.

Was this article helpful?