26/05/2024 8:40 PM


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FloQast’s Guide to Multi-Channel Review Campaigns

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has attained what so numerous businesses try to: promptly populating reliable consumer evaluations on G2.

In partnership with The Captivate Collective, their cohesive overview generation technique resulted in a 312% increase in testimonials in contrast to the 12 months prior.

FloQast is a shut management alternative designed for accountants, by accountants, that automates, streamlines, and provides visibility into the a variety of motion products that accountants have to go through each individual thirty day period. The Captivate Collective is an advocate marketing and advertising consulting agency that is effective with purchasers like FloQast to build their advocacy tactic from scratch. 

Together they created a evaluate era strategy that created more reviews than FloQast ever has prior to. 

We sat down with Victoria LaPlante, FloQast’s Head of Shopper Advertising and marketing and Local community, and Kiely Monteiro, The Captivate Collective’s Senior Consultant, to find out more. 

Developing their critique selection technique

LaPlante and Monteiro shared their playbook for making the marketing campaign that drove hundreds of new critiques, and how they utilized those testimonials soon after gathering them. Their evaluation collection tactic includes four crucial actions, highlighted below. 

1. Focusing on segments

When FloQast 1st started off doing work with The Captivate Collective, they explored means to expand outreach and appeared at targeting clients for assessment asks when they have been most engaged (and consequently most probably to go away a critique). 

To get started, they seemed at admins and professionals from businesses that experienced renewed in the previous six months, as perfectly as anyone deemed a item champion by their consumer results administrators. They knew these buyers had plenty of practical experience with the platform to give a in depth critique, and that they have been actively leveraging FloQast at their firm. 

Subsequent, they qualified consumers who experienced shared responses with them in various other channels and hypothesized that if they have been prepared to share responses in a single channel, they would be very likely to share it on G2 as effectively. They sent review requests out to their NPS respondents, as well as any individual who experienced submitted a guidance ticket and remaining comments by the comply with-up.

By expanding their goal viewers, FloQast was capable to capture a broad vary of genuine opinions from their most engaged users. 

But they didn’t halt there.

2. Soliciting assessments as a result of a lot more than a person avenue

In purchase to drive as quite a few reviews as achievable, FloQast also implemented a multi-channel approach to have interaction their total consumer foundation. They explored just about every consumer touchpoint and labored to incorporate review requests through their customer encounter. 

This provided making overview requests as a result of: 

  • In-app notifications
  • Merchandise banners
  • FloQast’s application indicator-in web site
  • Social posts
  • Consumer local community webpages
  • E mail newsletters 
  • In-man or woman occasions

LaPlante shared, “Showcasing it in just the application alone, which 1000’s of end users are observing just about every solitary day, it underscores the benefit that we are placing on consumer opinions.”

3. Partaking shoppers

One uncomplicated strategy the crew utilized to catch the attention of and interact potential reviewers was theming their month to month assessment requests. Though a smaller contact, it captured the focus of their consumers and saved the asks new. 

Some illustration opening strains included  “you are audit I need” in February and  “April showers carry Could flowers (and G2 testimonials)” in May.

FloQast's customer engagement G2 campaign


Each individual e-mail would open with an accounting pun or holiday getaway theme, and then would incentivize reviewers to go away responses in trade for an Amazon present card. Consider it or not, accountants are funny people!

4. Driving interior alignment

Ultimately, to complete cross-functional alignment and visibility throughout the group for their strategies, an inside playbook was developed.

LaPlante says, “Making confident our group comprehended that their involvement in the good results of the campaign was important, and getting that general comprehension of what we ended up hoping to accomplish, was important and portion of the good results.” 

“Reviews are incredibly important to our quick-developing organization. We consider purchaser comments very seriously, and G2 knowledge can help us speedily adapt to better meet our client’s demands.”

Victoria LaPlante
Head of Consumer Advertising and Neighborhood at FloQast

Monteiro and the FloQast advertising management staff satisfied weekly to brainstorm the original approach, and immediately after finding alignment, worked alongside one another to converse that prepare to FloQast’s heads of assist and consumer achievements. 

As soon as they had been purchased in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their prospects. Monteiro and LaPlante also preferred to assure that teams stayed inspired to continue on their outreach. They began by displaying a ticker to visually clearly show how shut they have been to their purpose.

LaPlante achieved with interior stakeholders on a weekly foundation to align all various touch details and discussions that were being happening throughout the organization. She also established and leveraged an inside Slack channel dedicated to constant campaign updates, thoughts, and outcomes.

From selection to utilization

Now that they experienced generated a broad range of critiques from throughout their client foundation, FloQast utilized evaluations both of those internally, to establish trust with consumers, and externally from a internet marketing point of view. 

LaPlante shares,  “If you have a prospect who sees your badges and then becomes a customer, a 12 months later on when you inquire them for a review, they’ll bear in mind how evaluations served them really feel validated in their buy conclusion and be extra likely to leave a overview on their own. It is a ongoing loop that benefits all get-togethers included.” 

“We’re happy to be named a Leader in our classification on G2, and the badges admit our place of dominance previously mentioned our level of competition.”

Victoria LaPlante
Head of Shopper Marketing and Group at FloQast

Internally, LaPlante and her staff just take people critiques and make absolutely sure to respond to and appear up with key themes that they are looking at across evaluations. When critiques are gathered, FloQast groups them into thematic buckets and crucial variables for their company, such as small business size, industry, and geography. 

They are then packaged into quotebooks to be leveraged as promoting supplies by the revenue enhancement groups.

Embracing all responses

As a Director of Consumer Marketing and advertising, LaPlante recognizes that outreach to all buyers can bring about some anxiety, primarily at the leadership amount, but notes, “you want to stand behind your products. If you are resolute that you have a product or service that will make a variation, and you know that customers are prosperous making use of it, you can be assured that they will give you that kind of comments that you are searching for on G2.” 

LaPlante encourages businesses not to be scared of buyer evaluations, even if it is unclear wherever their favor falls. When FloQast gets a adverse critique, which is uncommon, they make absolutely sure to react to the purchaser, and share the feedback with the inner staff with the aligning location of possibility. 

“Negative critiques are a great prospect. Responding to adverse opinions and shifting no matter what it is, if possible, is a prospect to mature and flip consumers close to.”

Kiely Monteiro
Senior Consultant at The Captivate Collective

This notice to the customer is mirrored in FloQast’s most recent recognition as the #1 seller in the Romantic relationship Index for Economic Near in G2’s Slide 2022 reviews. When potential consumers are looking through testimonials and responses, they can feel at ease being aware of that if a worst-scenario circumstance comes about, they will be in great fingers.

LaPlante reflects, “One of the core themes that we were equipped to pull away was how our shoppers are figuring out the point that we are listening and they feel like we definitely are taking their suggestions to coronary heart and to the solution. It was a single of the locations they gave us a lot of high remarks on.”

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