Getting Started

Getting Started with Retold.me

Learn how to set up your Retold.me account and start collecting testimonials in minutes

What You'll Accomplish

By the end of this guide, you'll have a fully configured Retold.me account ready to collect, manage, and showcase customer testimonials.

Overview

Getting started with Retold.me is straightforward and can be completed in just a few minutes. This guide will walk you through the essential steps to set up your account, configure your company profile, and begin collecting testimonials from your customers.

Our platform is designed with a zero-friction principle, meaning it's easy for your customers to submit testimonials while giving you full control over the moderation and display process.

Step-by-Step Setup Guide

1

Sign Up for an Account

Visit our sign up page and create your account. You can sign up using your Google, LinkedIn, or Facebook account, or create a traditional email/password account.

Tip: Using social login is faster and more secure, but email/password gives you more control over your account credentials.

2

Create Your Company Profile

After signing up, navigate to the Companies section in your dashboard and create your first company profile. This includes your company name, description, logo, and slug (URL identifier).

Important: The slug you choose will be part of your public testimonial page URL (e.g., retold.me/companies/your-slug).

3

Configure Your Settings

Set up your notification preferences, privacy settings, and other account configurations in the Account section of your dashboard.

4

Generate Your First Testimonial Link

Go to the Links section in your dashboard and create your first testimonial request link. You can create targeted links for specific customers or general links for organic submissions.

Pro tip: Targeted links use a unique public key and can be set to expire automatically, making them perfect for reaching out to specific customers.

5

Customize Your Submission Form

Use the Form Builder in your dashboard to customize the questions and fields that appear on your testimonial submission form. Tailor it to capture the specific information you need.

Account Security

Security is a top priority at Retold.me. Here are the security measures we implement:

Data Protection

All data is stored securely with encryption, and we follow industry best practices for data protection and privacy.

Next Steps

Now that you've set up your account, you're ready to start collecting testimonials. Here are some recommended next steps:

  • Send your first testimonial request link to a customer
  • Create a widget to embed testimonials on your website
  • Set up notification preferences for new submissions
  • Customize your testimonial moderation workflow

Common Questions

How long does setup take?

Basic setup takes just a few minutes. Creating your company profile and generating your first link can be done in under 5 minutes.

Do I need technical knowledge?

No technical knowledge is required for basic setup. Our interface is designed to be intuitive for non-technical users.

Can I try before committing?

Yes, we offer a generous free tier that allows you to test all core features before upgrading to a paid plan.