FloQast’s Guide to Multi-Channel Review Campaigns

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has achieved what so a lot of corporations attempt to: immediately populating genuine buyer opinions on G2.

In partnership with The Captivate Collective, their cohesive critique technology approach resulted in a 312% raise in evaluations compared to the 12 months prior.

FloQast is a near administration answer produced for accountants, by accountants, that automates, streamlines, and provides visibility into the many motion products that accountants have to go by every single thirty day period. The Captivate Collective is an advocate marketing and advertising consulting company that operates with shoppers like FloQast to make their advocacy tactic from scratch. 

Jointly they built a critique era technique that created more evaluations than FloQast ever has right before. 

We sat down with Victoria LaPlante, FloQast’s Head of Customer Marketing and Community, and Kiely Monteiro, The Captivate Collective’s Senior Specialist, to master much more. 

Building their overview assortment tactic

LaPlante and Monteiro shared their playbook for making the campaign that drove hundreds of new opinions, and how they utilized those opinions following gathering them. Their evaluation selection strategy incorporates 4 crucial ways, highlighted under. 

1. Focusing on segments

When FloQast first began doing work with The Captivate Collective, they explored methods to develop outreach and looked at concentrating on customers for review asks when they ended up most engaged (and as a result most probably to leave a evaluation). 

To start out, they looked at admins and professionals from organizations that experienced renewed in the previous 6 months, as well as everyone deemed a merchandise champion by their buyer good results managers. They knew these consumers had more than enough encounter with the system to give a extensive review, and that they were being actively leveraging FloQast at their corporation. 

Up coming, they qualified buyers who had shared feedback with them in numerous other channels and hypothesized that if they were being ready to share suggestions in one particular channel, they would be possible to share it on G2 as nicely. They despatched overview requests out to their NPS respondents, as well as any person who had submitted a assistance ticket and left feedback through the follow-up.

By increasing their goal audience, FloQast was able to seize a broad assortment of reliable evaluations from their most engaged customers. 

But they didn’t cease there.

2. Soliciting evaluations by way of far more than one particular avenue

In buy to travel as several evaluations as probable, FloQast also carried out a multi-channel method to engage their full shopper foundation. They explored every buyer touchpoint and labored to integrate overview requests during their shopper encounter. 

This involved making evaluate requests by: 

  • In-application notifications
  • Product or service banners
  • FloQast’s application indication-in page
  • Social posts
  • Shopper neighborhood pages
  • Email newsletters 
  • In-individual events

LaPlante shared, “Showcasing it within the software by itself, which 1000’s of customers are seeing each individual solitary day, it underscores the benefit that we are inserting on purchaser suggestions.”

3. Partaking prospects

One particular very simple process the team used to entice and have interaction probable reviewers was theming their every month critique requests. Even though a tiny contact, it captured the awareness of their consumers and kept the asks fresh. 

Some case in point opening traces included  “you are audit I need” in February and  “April showers convey May possibly bouquets (and G2 testimonials)” in May possibly.

FloQast's customer engagement G2 campaign


Every e mail would open up with an accounting pun or holiday getaway concept, and then would incentivize reviewers to leave comments in exchange for an Amazon present card. Believe it or not, accountants are humorous individuals!

4. Driving internal alignment

At last, to execute cross-practical alignment and visibility across the corporation for their strategies, an internal playbook was produced.

LaPlante claims, “Making absolutely sure our group comprehended that their involvement in the accomplishment of the campaign was critical, and getting that typical knowledge of what we were hoping to carry out, was significant and section of the achievements.” 

“Reviews are incredibly vital to our fast-growing group. We just take consumer comments extremely seriously, and G2 information assists us rapidly adapt to superior fulfill our client’s requirements.”

Victoria LaPlante
Head of Client Marketing and advertising and Neighborhood at FloQast

Monteiro and the FloQast internet marketing management staff achieved weekly to brainstorm the initial approach, and after receiving alignment, worked alongside one another to converse that prepare to FloQast’s heads of aid and buyer success. 

After they have been purchased in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their customers. Monteiro and LaPlante also required to be certain that teams stayed motivated to keep on their outreach. They started out by displaying a ticker to visually demonstrate how shut they were to their objective.

LaPlante fulfilled with interior stakeholders on a weekly basis to align all various touch details and discussions that were happening throughout the organization. She also designed and leveraged an inside Slack channel committed to continuous campaign updates, concepts, and outcomes.

From selection to utilization

Now that they experienced created a large range of critiques from across their shopper base, FloQast used critiques each internally, to build belief with prospects, and externally from a marketing point of view. 

LaPlante shares,  “If you have a prospect who sees your badges and then becomes a consumer, a calendar year later when you request them for a review, they’ll try to remember how assessments served them come to feel validated in their purchase choice and be far more probably to depart a review on their own. It’s a ongoing loop that advantages all get-togethers concerned.” 

“We’re proud to be named a Leader in our classification on G2, and the badges admit our situation of dominance earlier mentioned our opposition.”

Victoria LaPlante
Head of Consumer Advertising and Local community at FloQast

Internally, LaPlante and her group just take those people reviews and make sure to respond to and occur up with important themes that they are observing across assessments. When critiques are gathered, FloQast groups them into thematic buckets and crucial variables for their business enterprise, these as enterprise dimensions, sector, and geography. 

They are then packaged into quotebooks to be leveraged as internet marketing components by the profits progress groups.

Embracing all feed-back

As a Director of Shopper Advertising, LaPlante acknowledges that outreach to all buyers can trigger some nervousness, primarily at the management level, but notes, “you have to have to stand behind your merchandise. If you are resolute that you have a solution that would make a distinction, and you know that buyers are profitable applying it, you can be self-confident that they will give you that type of responses that you happen to be wanting for on G2.” 

LaPlante encourages businesses not to be fearful of customer reviews, even if it is unclear where their favor falls. When FloQast gets a negative critique, which is rare, they make positive to answer to the client, and share the feedback with the interior crew with the aligning location of chance. 

“Negative evaluations are a wonderful option. Responding to destructive critiques and switching what ever it is, if possible, is a possibility to expand and transform customers all over.”

Kiely Monteiro
Senior Guide at The Captivate Collective

This consideration to the customer is reflected in FloQast’s most latest recognition as the #1 seller in the Romantic relationship Index for Money Shut in G2’s Drop 2022 reviews. When opportunity clients are looking at assessments and responses, they can experience relaxed understanding that if a worst-circumstance state of affairs occurs, they will be in fantastic palms.

LaPlante reflects, “One of the main themes that we had been equipped to pull away was how our shoppers are pinpointing the point that we are listening and they truly feel like we really are using their opinions to coronary heart and to the product or service. It was a person of the parts they gave us a whole lot of large remarks on.”

Completely ready to deliver additional assessments and come to be a G2 Leader? Study how to lean into client-led advancement with G2 Marketing and advertising Remedies.

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