FloQast’s Guide to Multi-Channel Review Campaigns

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has accomplished what so a lot of organizations strive to: immediately populating genuine client reviews on G2.

In partnership with The Captivate Collective, their cohesive evaluate era approach resulted in a 312% raise in evaluations in contrast to the year prior.

FloQast is a near administration resolution created for accountants, by accountants, that automates, streamlines, and gives visibility into the various motion merchandise that accountants have to go by just about every month. The Captivate Collective is an advocate advertising consulting agency that performs with customers like FloQast to build their advocacy method from scratch. 

Jointly they developed a critique technology technique that created additional opinions than FloQast at any time has before. 

We sat down with Victoria LaPlante, FloQast’s Head of Client Advertising and marketing and Local community, and Kiely Monteiro, The Captivate Collective’s Senior Specialist, to discover extra. 

Making their critique assortment approach

LaPlante and Monteiro shared their playbook for building the marketing campaign that drove hundreds of new opinions, and how they used individuals opinions just after accumulating them. Their evaluate selection strategy contains 4 crucial actions, highlighted underneath. 

1. Targeting segments

When FloQast to start with commenced operating with The Captivate Collective, they explored means to increase outreach and appeared at focusing on buyers for overview asks when they were most engaged (and as a result most possible to go away a evaluation). 

To start, they appeared at admins and managers from corporations that had renewed in the previous 6 months, as nicely as anybody deemed a product or service champion by their buyer success administrators. They knew these end users experienced enough working experience with the system to give a comprehensive overview, and that they were being actively leveraging FloQast at their firm. 

Subsequent, they targeted clients who experienced shared responses with them in a variety of other channels and hypothesized that if they ended up ready to share suggestions in a single channel, they would be probable to share it on G2 as properly. They sent evaluation requests out to their NPS respondents, as nicely as anyone who experienced submitted a guidance ticket and left responses by way of the adhere to-up.

By increasing their focus on viewers, FloQast was capable to seize a broad variety of authentic opinions from their most engaged buyers. 

But they didn’t quit there.

2. Soliciting testimonials by much more than 1 avenue

In buy to generate as many assessments as feasible, FloQast also applied a multi-channel strategy to interact their total buyer base. They explored each and every shopper touchpoint and worked to include evaluation requests through their consumer expertise. 

This incorporated generating assessment requests by way of: 

  • In-application notifications
  • Product banners
  • FloQast’s application signal-in website page
  • Social posts
  • Client neighborhood webpages
  • E mail newsletters 
  • In-individual functions

LaPlante shared, “Showcasing it in the application itself, which 1000’s of people are viewing every single working day, it underscores the price that we are inserting on buyer opinions.”

3. Participating buyers

One particular very simple approach the workforce utilised to entice and engage likely reviewers was theming their regular review requests. Whilst a tiny contact, it captured the focus of their buyers and stored the asks clean. 

Some instance opening strains included  “you are audit I need” in February and  “April showers deliver May possibly bouquets (and G2 testimonials)” in May well.

FloQast's customer engagement G2 campaign


Each electronic mail would open up with an accounting pun or vacation topic, and then would incentivize reviewers to go away opinions in exchange for an Amazon gift card. Imagine it or not, accountants are amusing folks!

4. Driving interior alignment

Last but not least, to accomplish cross-practical alignment and visibility throughout the group for their campaigns, an inside playbook was established.

LaPlante claims, “Making confident our staff recognized that their involvement in the achievement of the marketing campaign was essential, and possessing that typical being familiar with of what we were trying to accomplish, was important and section of the success.” 

“Reviews are exceptionally significant to our rapidly-escalating business. We just take shopper comments quite critically, and G2 details allows us quickly adapt to improved meet our client’s wants.”

Victoria LaPlante
Head of Client Advertising and marketing and Local community at FloQast

Monteiro and the FloQast marketing leadership team achieved weekly to brainstorm the original strategy, and just after obtaining alignment, worked together to talk that plan to FloQast’s heads of guidance and shopper accomplishment. 

The moment they had been acquired in, the campaign kicked off with 1:1 outreach from the CSMs to their shoppers. Monteiro and LaPlante also preferred to ensure that teams stayed motivated to keep on their outreach. They started out by exhibiting a ticker to visually clearly show how shut they have been to their purpose.

LaPlante fulfilled with internal stakeholders on a weekly foundation to align all numerous contact points and discussions that were happening across the firm. She also developed and leveraged an inside Slack channel focused to continual marketing campaign updates, tips, and final results.

From selection to utilization

Now that they had generated a wide selection of assessments from throughout their customer foundation, FloQast utilised reviews the two internally, to develop believe in with clients, and externally from a advertising standpoint. 

LaPlante shares,  “If you have a prospect who sees your badges and then gets a purchaser, a year afterwards when you inquire them for a overview, they’ll remember how critiques assisted them come to feel validated in their order selection and be more possible to go away a review by themselves. It is a steady loop that positive aspects all get-togethers involved.” 

“We’re happy to be named a Chief in our class on G2, and the badges admit our place of dominance above our competition.”

Victoria LaPlante
Head of Shopper Advertising and marketing and Local community at FloQast

Internally, LaPlante and her crew take these evaluations and make absolutely sure to react to and appear up with essential themes that they are looking at across reviews. When critiques are gathered, FloQast teams them into thematic buckets and significant variables for their business enterprise, such as enterprise dimensions, sector, and geography. 

They are then packaged into quotebooks to be leveraged as promoting supplies by the income development teams.

Embracing all feed-back

As a Director of Buyer Advertising, LaPlante recognizes that outreach to all customers can induce some anxiety, especially at the leadership amount, but notes, “you need to stand at the rear of your products. If you are resolute that you have a product or service that can make a distinction, and you know that customers are effective utilizing it, you can be assured that they are going to give you that sort of opinions that you happen to be hunting for on G2.” 

LaPlante encourages firms not to be frightened of customer opinions, even if it is unclear where their favor falls. When FloQast receives a destructive evaluation, which is unusual, they make positive to react to the purchaser, and share the opinions with the internal crew with the aligning place of opportunity. 

“Negative reviews are a fantastic option. Responding to damaging opinions and altering whatsoever it is, if feasible, is a opportunity to develop and change shoppers all around.”

Kiely Monteiro
Senior Expert at The Captivate Collective

This consideration to the customer is reflected in FloQast’s most the latest recognition as the #1 vendor in the Relationship Index for Monetary Close in G2’s Fall 2022 reports. When opportunity clients are examining evaluations and responses, they can come to feel cozy realizing that if a worst-circumstance situation takes place, they will be in excellent hands.

LaPlante reflects, “One of the main themes that we were equipped to pull away was how our clients are determining the actuality that we are listening and they truly feel like we actually are getting their feedback to heart and to the product or service. It was a single of the locations they gave us a good deal of superior remarks on.”

Ready to make much more assessments and develop into a G2 Leader? Find out how to lean into shopper-led expansion with G2 Marketing Answers.

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