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Testimonial Email Assistant (T.E.A)

BCC T.E.A. on a customer email to schedule a personalized testimonial request. Ultimate and Ultimate+.

Written by Damon Chen

The Testimonial Email Assistant (T.E.A.) sends a personalized testimonial request after you email a customer. Add T.E.A.’s unique address and a customer snippet to that email, and the follow-up is scheduled for you.

Note: T.E.A. is available on Ultimate and Ultimate+.

How it works

  1. Send your regular confirmation email to the customer.

  2. Put T.E.A.’s unique email address in the To or BCC field, and include a snippet with the customer’s name and email in the message.

  3. T.E.A. schedules a personalized testimonial request using your delay settings.

Set up T.E.A.

1. Open T.E.A. in the Space

In the Space dashboard, click Automation in the left sidebar. The email assistant is selected by default.

2. Set the follow-up email

  1. Under Sent Delay, choose when to send the follow-up: immediately, or after 1, 3, or 7 days. Edit the email content as needed.

  2. Save your changes.

3. Copy the T.E.A. address and add customer details

  1. Copy the unique T.E.A. email address for this Space.

  2. Put that address in the BCC field when you email the customer. T.E.A. can then pick up the details without changing the customer-facing message.

  3. In the email body, include one of these snippets and replace the $PLACEHOLDER values with the customer’s name and email:

    Script

    <script type="application/json+testimonialto"> { "name": "$PLACEHOLDER", "email": "$PLACEHOLDER" } </script>

    Comment

    <!--testimonial-tea-snippet { "name": "$PLACEHOLDER", "email": "$PLACEHOLDER" } -->

    Pixel

    <img style="display:none" src="https://testimonial.to/?testimonial-tea-snippet&name=$PLACEHOLDER&email=$PLACEHOLDER" />

    Note: You can fill in the Name and Email fields in the dashboard first so the snippet updates automatically before you copy it.

    From

    To

  4. Send the email.

Export log

The Export Log is a downloadable CSV of every testimonial request T.E.A. created, scheduled, or sent — including customer information, timestamps, and email statuses.

Check that T.E.A. is working

  • A status icon appears on the right side of the dashboard. If something fails, a warning icon appears — click it for details.

  • T.E.A. stats also show how many emails were sent.

  • If the snippet or comment did not work, you will also get an email from us.

Send follow-ups to a contact list

Import a CSV with customer names and email addresses to send follow-up emails. See Schedule emails from CSV import.

Email template generator

Use the built-in Email Template Generator to draft a testimonial request email.

Missing JSON snippet

Some platforms strip or rewrite HTML in outgoing messages. If the script snippet fails, try another format.

  • On Shopify, the script snippet is not usable because Shopify modifies it. Use the Comment format and replace the $PLACEHOLDER values with the customer’s details.

  • Send a test email after you update the snippet. The dashboard status should update.

  • If the email address is still not captured, send us a screenshot of the email you sent and the snippet you used.

Note: To test T.E.A. with Gmail, use the pixel snippet. Gmail does not allow custom scripts or comments in the email body.

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