Overview · 1:32
See Smart Invites in action.
The right moment to ask — see how a customer milestone becomes a customer story.
8 chapters · Captions · Full transcript
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A moment worth asking about
Your customer just reached a milestone. Make sharing that experience the natural next step.
Start where your customers are
With ReTestimonial Smart Invites, connect events from your app through webhooks. Use Stripe or Shopify events, import a customer list, or prepare a personal invitation.
Make the request personal
Choose a form and write a request that feels personal. Bring in names and company details, preview the message, and give customers a clear next step. A specific question helps them know where to begin.
Thoughtful follow-ups
Add optional reminders three and seven days after the initial request. When Marina submits her story, pending reminders stop. Less chasing. More room for the conversation.
A relevant path
On Business, route customers to different forms and templates using your event data. Team customers take one path. Everyone else follows your default.
From request to response
Names and companies can be prefilled. Customers share their experience and give permission. With approval required, you review the response before featuring it.
Understand the journey
Follow invitations through opens, clicks, and submissions. See where requests become customer stories, and keep improving the way you ask.
Your next customer story
Set up Smart Invites. Available on Premium and Business.
Four ways in. One unified queue.
Pick whichever fits the moment — every contact lands in the same campaign, sequence, and analytics view.
Connect once.
Invite forever.
Point Stripe or Shopify at a signed endpoint. We verify the signature, extract the email + name + metadata, dedupe against prior invites, and drop them into the right campaign.
- HMAC signature verification — Stripe + Shopify natively
- JSON-path field mapping for email, name, company
- Cooldown windows prevent re-inviting the same contact
- Per-webhook event filters & rate limits
One ask is not a campaign.
A 3-step default sequence with merge tags, smart skip logic, and per-stage delay — fully editable, with live preview and test sends.
Different customers,
different asks.
Match each invite to the form and template that fits. First rule that matches wins — same logic engine as a routing table.
Bulk in. Auto-map.
Throttled out.
Drop a CSV. We auto-detect email, name, company; extra columns become metadata. Dedupe runs against existing contacts; sends throttle by plan.
Single send.
Surgical proof.
When Proof Intelligence flags a missing-story page, fire a one-off invite to the customer most likely to fill that gap. Same sequences. Same analytics. Same dedupe.
Funnel + cohort. Per campaign.
Watch each stage drop. Compare campaigns. Catch a broken template before sending another batch.