Getting started with your first Vouch

A step-by-step guide on how Vouches work

Updated over a week ago

Vouch requests allow you to send a one to one request for content, providing a personalised way to request an individual to respond to your video questions.

If you are looking for a way to collect content from a group of individuals, we recommend you read the getting started guide for Campaigns.

Create a Vouch

To create a Vouch request, simply click on the Create New (+) button in the Vouch header or the New button under the Vouch header. From the Create New modal, simply select the option Vouch.

Next you will be asked to either select a Contact or to create a new one. To create a new contact, simply click on the drop down menu and select Create New Contact.

Once selected this will update the modal, allowing you to add the Name and Email Address of your contact. You may also elect to associate this individual with a company if you choose.

Prepare and Personalise

Now that you have started your Vouch Request, it is time to add the Questions and then personalise through a note.

To add a question, simply click on the + Add a Question button.

This will load up the Question Creator modal. Now the best way to collect great content is to ask the right questions. It is important to invest time in creating the right questions for your customers and audience. To help we have created the Vouch Question Library to help get you started. We also have a guide outlining how you can further customise your questions.

In this example we're going to create a Vouch request with three questions, we find that Vouches with three to five questions work best. Start with something easy to help your customer ease into their response before adding the detailed questions.

Enter question one content and then Save + Add another when the question is complete.

Enter question two content and then Save + Add another when the question is complete.

Enter question three content and then Save when the question is complete.

Added questions can be moved, removed or edited at anytime.

Once your questions have been added, you can add a Cover Video or Cover Message to your request, as well Customise your Request.

Preview and Send

Now you have setup your first Vouch, it's time to Preview the request so you can see what it will look like for the recipient. You can access the preview by clicking on the eye icon next to Send Request.

The preview screen is a fully functional simulation of what the recipient will see, the only difference is there is no submit button, so nothing you record in the preview will be saved.

Once you are happy with everything you can look to Send your Request or Publish it.

Send / Publish Vouch

There are two ways which a Vouch can be distributed to an individual. Users can either Send Request from Vouch OR Publish without Sending.

If the user elects to Publish without Sending they will be provided a URL to the Vouch which they can share via any method they prefer (Email, SMS, Direct Message)

If the user selects to Send Request, Vouch will send an email to the individual defined in the Create a Vouch step.

Waiting and Reminding

Note: You should not expect a reply immediately, however if you have not received a response in two to three days it's likely the recipient has forgotten about it.

By default Vouch will send Automatic Reminders every two days after the Vouch has been sent (for a maximum of 7 times). You can disable this feature by selecting the drop down next to Send Request and toggling off the option.

Further Information

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