Permissions and consent

Ask authors for permission and track their replies.

• Why permissions matter

  A public post is not permission to use someone's words in your marketing. Magic Testimonials asks the author by email, records the answer and shows you where each request stands.

• Sending a permission request

  Send an author an email that asks if you can use their testimonial with their name, with their name hidden, or not at all. Their answer comes back to Magic Testimonials by itself.

• Sending permission requests in batches

  There is no button that emails many authors at once. The fastest way is to open one testimonial, send the request, and move straight to the next.

• The consent page

  The consent page is where an author answers your request. It opens from the link in the email, needs no account, and shows the testimonial with three choices.

• Tracking engagement

  For each request you can see whether the email was opened and whether the consent page was visited. Use this to decide whether to wait, follow up or check the address.

• Manual approval

  If an author said yes by email, in person or on a signed form, you can approve the testimonial without a request. The app has no field for this, so you note the proof yourself.

• Declined permissions

  When an author clicks No, don't use this, the testimonial is archived and cannot go live in your widgets. The answer stays on record, and an Owner or Admin can ask the author again if they change their mind.

• Permissions troubleshooting

  Fixes for permission emails that do not arrive, consent pages that do not open, and statuses that look wrong.

• Legal and GDPR

  This page lists what Magic Testimonials does about consent, mailing addresses, opting out and stored data. It is not legal advice, and the app does not by itself make you compliant with any law.

• Find author emails

  Find author emails looks for testimonial authors in your connected CRM or email tool and suggests their address, so you can send a permission request. Nothing is added until you choose it.

• Find one author's email

  Use Find Email on a testimonial to look up its author in your connected source and pick the right contact, without leaving the page.

• Find emails in bulk

  Run sync searches your connected source for every author with a missing email and gives you one list to review. It suits a big import or a backlog.

• How email matching works

  Suggestions come from comparing names, with company and project tags as extra evidence. The HIGH, MEDIUM and LOW badges tell you how much checking a match needs.

• Email conflicts

  Sometimes one author has several possible contacts. Here is how to pick the right one, and what to do if you cannot tell.

• Find author emails troubleshooting

  Fixes for when the person you expected is not found, a run comes back empty, or the suggested email is wrong.