FloQast’s Guide to Multi-Channel Review Campaigns

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has attained what so many firms attempt to: immediately populating genuine shopper critiques on G2.

In partnership with The Captivate Collective, their cohesive assessment technology strategy resulted in a 312% maximize in testimonials in comparison to the 12 months prior.

FloQast is a near management solution produced for accountants, by accountants, that automates, streamlines, and offers visibility into the different motion items that accountants have to go as a result of each month. The Captivate Collective is an advocate advertising consulting company that will work with clientele like FloQast to develop their advocacy tactic from scratch. 

Collectively they designed a overview era system that created a lot more critiques than FloQast ever has just before. 

We sat down with Victoria LaPlante, FloQast’s Head of Buyer Advertising and Neighborhood, and Kiely Monteiro, The Captivate Collective’s Senior Expert, to master a lot more. 

Creating their review assortment strategy

LaPlante and Monteiro shared their playbook for making the campaign that drove hundreds of new testimonials, and how they utilized all those opinions right after gathering them. Their overview collection tactic includes four critical measures, highlighted underneath. 

1. Targeting segments

When FloQast 1st started doing the job with The Captivate Collective, they explored means to develop outreach and looked at targeting consumers for critique asks when they ended up most engaged (and thus most probable to depart a evaluate). 

To start, they looked at admins and supervisors from firms that experienced renewed in the past 6 months, as effectively as anyone deemed a merchandise winner by their purchaser good results supervisors. They knew these consumers experienced ample experience with the platform to give a extensive evaluate, and that they ended up actively leveraging FloQast at their organization. 

Up coming, they focused customers who had shared feedback with them in a variety of other channels and hypothesized that if they were inclined to share feedback in a person channel, they would be likely to share it on G2 as nicely. They despatched overview requests out to their NPS respondents, as properly as any individual who experienced submitted a aid ticket and remaining feedback by means of the stick to-up.

By expanding their focus on audience, FloQast was equipped to capture a wide selection of reliable assessments from their most engaged customers. 

But they did not cease there.

2. Soliciting reviews by much more than a single avenue

In buy to travel as several testimonials as possible, FloQast also applied a multi-channel solution to have interaction their comprehensive customer base. They explored every customer touchpoint and worked to include overview requests all over their customer expertise. 

This bundled creating evaluate requests through: 

  • In-application notifications
  • Product or service banners
  • FloQast’s application sign-in webpage
  • Social posts
  • Shopper neighborhood internet pages
  • Email newsletters 
  • In-man or woman functions

LaPlante shared, “Showcasing it inside the software by itself, which thousands of end users are seeing every single single day, it underscores the price that we are placing on client suggestions.”

3. Engaging customers

One particular basic strategy the crew applied to entice and interact probable reviewers was theming their regular evaluate requests. Whilst a compact touch, it captured the notice of their clients and stored the asks new. 

Some case in point opening strains included  “you are audit I need” in February and  “April showers deliver Might bouquets (and G2 assessments)” in May well.

FloQast's customer engagement G2 campaign


Just about every e-mail would open with an accounting pun or vacation theme, and then would incentivize reviewers to go away responses in exchange for an Amazon gift card. Believe that it or not, accountants are funny people!

4. Driving inner alignment

Last but not least, to complete cross-useful alignment and visibility across the business for their campaigns, an interior playbook was made.

LaPlante states, “Making guaranteed our crew understood that their involvement in the achievement of the marketing campaign was vital, and owning that typical comprehension of what we were being trying to complete, was significant and aspect of the success.” 

“Reviews are incredibly crucial to our fast-escalating business. We just take purchaser comments really seriously, and G2 knowledge helps us swiftly adapt to improved fulfill our client’s needs.”

Victoria LaPlante
Head of Consumer Internet marketing and Local community at FloQast

Monteiro and the FloQast promoting leadership group met weekly to brainstorm the first system, and following obtaining alignment, worked jointly to connect that system to FloQast’s heads of assist and client results. 

Once they have been acquired in, the campaign kicked off with 1:1 outreach from the CSMs to their consumers. Monteiro and LaPlante also wished to guarantee that teams stayed determined to continue on their outreach. They started out by displaying a ticker to visually clearly show how close they were to their target.

LaPlante met with inner stakeholders on a weekly basis to align all a variety of contact points and discussions that were being occurring across the firm. She also established and leveraged an internal Slack channel focused to constant campaign updates, strategies, and outcomes.

From assortment to utilization

Now that they experienced generated a large selection of reviews from across their buyer foundation, FloQast utilised critiques the two internally, to establish have faith in with clients, and externally from a marketing point of view. 

LaPlante shares,  “If you have a prospect who sees your badges and then gets a purchaser, a calendar year later on when you question them for a evaluation, they’ll remember how reviews aided them sense validated in their order final decision and be a lot more very likely to go away a critique themselves. It is a ongoing loop that benefits all get-togethers involved.” 

“We’re very pleased to be named a Leader in our class on G2, and the badges admit our place of dominance earlier mentioned our opposition.”

Victoria LaPlante
Head of Shopper Advertising and Community at FloQast

Internally, LaPlante and her team take all those critiques and make certain to respond to and occur up with crucial themes that they are seeing across reviews. When reviews are gathered, FloQast teams them into thematic buckets and crucial variables for their business, this kind of as business dimension, sector, and geography. 

They are then packaged into quotebooks to be leveraged as marketing products by the income enhancement teams.

Embracing all suggestions

As a Director of Consumer Marketing and advertising, LaPlante recognizes that outreach to all shoppers can trigger some panic, primarily at the management amount, but notes, “you have to have to stand at the rear of your merchandise. If you are resolute that you have a product that helps make a difference, and you know that customers are successful applying it, you can be confident that they’re going to give you that type of opinions that you’re looking for on G2.” 

LaPlante encourages providers not to be worried of purchaser critiques, even if it is unclear where by their favor falls. When FloQast receives a negative evaluate, which is unusual, they make confident to respond to the buyer, and share the suggestions with the interior team with the aligning space of option. 

“Negative critiques are a great chance. Responding to unfavorable testimonials and changing what ever it is, if feasible, is a chance to expand and switch shoppers close to.”

Kiely Monteiro
Senior Expert at The Captivate Collective

This notice to the client is mirrored in FloQast’s most modern recognition as the #1 seller in the Romance Index for Economic Close in G2’s Fall 2022 reports. When potential clients are looking through reviews and responses, they can sense comfy understanding that if a worst-scenario scenario takes place, they will be in excellent palms.

LaPlante reflects, “One of the main themes that we ended up equipped to pull away was how our shoppers are identifying the fact that we are listening and they sense like we really are getting their responses to coronary heart and to the solution. It was a person of the places they gave us a great deal of substantial remarks on.”

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