FloQast’s Guide to Multi-Channel Review Campaigns

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has attained what so several businesses strive to: immediately populating genuine client reviews on G2.

In partnership with The Captivate Collective, their cohesive assessment technology tactic resulted in a 312% boost in evaluations when compared to the calendar year prior.

FloQast is a shut management answer made for accountants, by accountants, that automates, streamlines, and offers visibility into the many motion objects that accountants have to go by means of every single month. The Captivate Collective is an advocate marketing consulting company that works with shoppers like FloQast to develop their advocacy technique from scratch. 

Together they designed a overview generation system that produced more critiques than FloQast at any time has prior to. 

We sat down with Victoria LaPlante, FloQast’s Head of Client Advertising and marketing and Community, and Kiely Monteiro, The Captivate Collective’s Senior Expert, to learn additional. 

Creating their assessment selection tactic

LaPlante and Monteiro shared their playbook for creating the campaign that drove hundreds of new testimonials, and how they used individuals assessments soon after collecting them. Their evaluation selection method features 4 crucial actions, highlighted beneath. 

1. Concentrating on segments

When FloQast 1st started off working with The Captivate Collective, they explored means to increase outreach and looked at focusing on shoppers for evaluate asks when they ended up most engaged (and thus most likely to go away a assessment). 

To start off, they seemed at admins and managers from providers that had renewed in the previous 6 months, as effectively as everyone deemed a merchandise winner by their buyer success professionals. They realized these users experienced plenty of experience with the system to give a detailed evaluate, and that they ended up actively leveraging FloQast at their group. 

Next, they focused customers who had shared comments with them in several other channels and hypothesized that if they had been prepared to share feedback in a person channel, they would be likely to share it on G2 as very well. They sent overview requests out to their NPS respondents, as well as any individual who experienced submitted a assist ticket and still left opinions by means of the abide by-up.

By expanding their concentrate on viewers, FloQast was in a position to seize a broad array of genuine testimonials from their most engaged people. 

But they did not end there.

2. Soliciting critiques as a result of additional than just one avenue

In get to drive as lots of opinions as attainable, FloQast also carried out a multi-channel strategy to have interaction their total shopper foundation. They explored every single consumer touchpoint and worked to integrate overview requests throughout their client knowledge. 

This incorporated generating critique requests as a result of: 

  • In-app notifications
  • Product banners
  • FloQast’s application indicator-in site
  • Social posts
  • Buyer local community webpages
  • Email newsletters 
  • In-individual events

LaPlante shared, “Showcasing it within the software itself, which thousands of consumers are observing each individual solitary working day, it underscores the worth that we are inserting on shopper feedback.”

3. Partaking consumers

A person uncomplicated system the group made use of to draw in and have interaction likely reviewers was theming their regular monthly evaluate requests. Though a compact contact, it captured the consideration of their prospects and saved the asks fresh new. 

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

FloQast's customer engagement G2 campaign


Every single email would open with an accounting pun or vacation topic, and then would incentivize reviewers to leave comments in trade for an Amazon present card. Believe it or not, accountants are humorous persons!

4. Driving inside alignment

Last but not least, to achieve cross-functional alignment and visibility across the business for their strategies, an inner playbook was created.

LaPlante says, “Making positive our team recognized that their involvement in the good results of the marketing campaign was essential, and possessing that standard understanding of what we were being attempting to carry out, was significant and section of the results.” 

“Reviews are extremely critical to our rapid-developing firm. We just take customer opinions very significantly, and G2 details assists us rapidly adapt to far better meet up with our client’s needs.”

Victoria LaPlante
Head of Consumer Promoting and Community at FloQast

Monteiro and the FloQast advertising and marketing leadership crew fulfilled weekly to brainstorm the first prepare, and immediately after obtaining alignment, labored together to converse that prepare to FloQast’s heads of support and purchaser good results. 

At the time they have been purchased in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their prospects. Monteiro and LaPlante also required to be certain that teams stayed inspired to continue their outreach. They begun by exhibiting a ticker to visually present how near they were being to their objective.

LaPlante met with interior stakeholders on a weekly foundation to align all a variety of contact points and discussions that had been taking place throughout the firm. She also established and leveraged an interior Slack channel committed to constant marketing campaign updates, concepts, and benefits.

From collection to utilization

Now that they experienced created a large range of testimonials from throughout their purchaser foundation, FloQast applied assessments both of those internally, to make have faith in with clients, and externally from a marketing viewpoint. 

LaPlante shares,  “If you have a prospect who sees your badges and then becomes a customer, a year later when you ask them for a critique, they’ll keep in mind how testimonials aided them come to feel validated in their buy decision and be extra probably to go away a critique themselves. It’s a continual loop that advantages all get-togethers included.” 

“We’re happy to be named a Leader in our classification on G2, and the badges acknowledge our situation of dominance higher than our competitiveness.”

Victoria LaPlante
Head of Shopper Internet marketing and Group at FloQast

Internally, LaPlante and her team get these assessments and make absolutely sure to respond to and appear up with essential themes that they are observing throughout evaluations. When assessments are gathered, FloQast teams them into thematic buckets and essential variables for their business enterprise, this kind of as company dimension, business, and geography. 

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

Embracing all feedback

As a Director of Client Promoting, LaPlante recognizes that outreach to all consumers can bring about some nervousness, particularly at the management stage, but notes, “you require to stand guiding your item. If you are resolute that you have a merchandise that would make a variance, and you know that customers are productive using it, you can be confident that they’re going to give you that variety of responses that you are on the lookout for on G2.” 

LaPlante encourages businesses not to be concerned of customer critiques, even if it is unclear where their favor falls. When FloQast receives a detrimental evaluate, which is rare, they make positive to reply to the shopper, and share the responses with the interior staff with the aligning region of opportunity. 

“Negative evaluations are a good option. Responding to detrimental evaluations and shifting whatsoever it is, if attainable, is a prospect to grow and transform shoppers about.”

Kiely Monteiro
Senior Consultant at The Captivate Collective

This focus to the shopper is reflected in FloQast’s most latest recognition as the #1 vendor in the Connection Index for Fiscal Shut in G2’s Fall 2022 studies. When likely consumers are reading through assessments and responses, they can experience snug recognizing that if a worst-situation circumstance takes place, they will be in great palms.

LaPlante displays, “One of the main themes that we ended up in a position to pull absent was how our customers are determining the reality that we are listening and they feel like we seriously are getting their feedback to coronary heart and to the product or service. It was one particular of the areas they gave us a large amount of superior remarks on.”

Completely ready to deliver extra critiques and develop into a G2 Chief? Understand how to lean into consumer-led advancement with G2 Advertising and marketing Options.

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