UserEvidence

Tom Aristone

Collect customer evidence and create marketing assets

Evidence

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Accept your invitation to start collaborating with your team in UserEvidence.

How to Accept an Invitation to UserEvidence

How to add your teammates to UserEvidence.

How to Add Teammates

Integrating UserEvidence with your identity provider makes logging in simple and secure for your team.

Setting Up Single Sign-On (SSO) with UserEvidence

To enhance deliverability and reach more recipients, Branded Domains are required for all survey emails sent from UserEvidence.

Branded Domains for Survey Emails

Upload your brand font once and it will appear automatically across Proof Pages and every testimonial theme editor.

Your Brand Font, Everywhere That Matters

Authenticate, query survey data, and troubleshoot with our REST API.

API Reference

Getting Started with UserEvidence

Surveys

When creating a new survey, you'll be given three options. Choose the one that best aligns with your goals.

Choosing the Right Survey Type

Survey builders can now upload Word documents and have their questions automatically extracted and ready for use, saving time and reducing manual effort.

Import Surveys from a Word Document

To better organize surveys, set separate internal and external survey titles for internal tracking and customer-friendly names.

How to Set Survey Titles for Internal and External Use

Choosing the right questions and form elements in your survey is key. This article explains each type and how to use them effectively.

Choosing the Right Questions and Form Elements

Mandatory questions require recipients to answer before submitting a survey, ensuring essential data is captured for actionable insights.

How to Make a Question Mandatory

Give your customers a smarter way to share feedback — and give yourself richer insights without adding more questions to your survey.

AI Questions

If a respondent submits a short or vague testimonial answer, AI Assist automatically asks a relevant follow-up question to gather more context. This helps turn simple responses into usable testimonials,…

AI Assist — Response Enrichment

Randomizing answer choices reduces order bias and leads to more accurate survey results.

How to Randomize Survey Answer Choices

Encourage happy customers to leave reviews on G2, TrustRadius, and Capterra directly from your survey.

Using Surveys to Drive Reviews on Peer-to-Peer Review Sites

Manage and customize your Reference Volunteer activities directly within your account.

Customize Your Reference Volunteer Activities

Display Logic personalizes surveys, improving completion rates, data quality, and reducing noise.

Using Display Logic in Your Surveys

Survey creators can set, see, and edit their survey's end date at any time.

Set Your Survey End Dates

Learn how to create surveys in UserEvidence

Creating Surveys

Add recipients to surveys individually or in bulk.

Uploading Recipients to UserEvidence

How to Email Surveys from UserEvidence

A look at how UserEvidence's survey emails appear by default, before any custom edits are made.

How UserEvidence Survey Emails Look by Default

Each survey has a unique web link for sharing via email automation tools like Marketo, Pardot, HubSpot, or directly with customers.

How to Send Surveys Using an Open Share Link

Passthrough Respondents let your known contacts skip the extra form step and go straight into a survey. This is especially useful for sending surveys in transactional or automated workflows using…

Passthrough Respondents

Learn how to add recipients to your survey and explore the different channels for sending surveys

Sending Surveys

Review and publish feedback from the Responses tab to uncover testimonials, charts, and stats.

Reviewing Survey Responses

Easily find relevant customer evidence in the Research Library by typing a question or selecting a predefined query.

Research Library Chatbot

Survey summaries make it easy to share key insights with internal stakeholders such as Product Management, Customer Success, and Leadership.

AI-Generated Survey Summary

View, search, and analyze your survey responses

Responses

Create, upload, and organize your content assets

Assets

Testimonials are open-ended responses that convey a story or message.

How to Create Testimonials

Previously, adding a testimonial required batching quotes into a spreadsheet and going through an import flow — even for a single quote. Now you can create a testimonial on the…

Create Testimonials by Hand

Testimonial Themes let you quickly create visually appealing, on-brand content that aligns with your company’s brand guidelines.

How to Create Testimonial Themes

Create testimonial themes in UserEvidence using custom SVG templates from Figma. This guide covers the full process, from design to import.

How to Create Testimonial Themes with SVG Templates from Figma

Customer sentiment stats are quantitative results that reflect satisfaction, loyalty, and likelihood to recommend.

How to Create Customer Sentiment Stats

Stats are quantitative results (percentages, numbers, charts) to help measure impact.

How to Create Bar Charts and Stats

A matrix chart visualizes relationships between two or more data sets in a grid, helping spot patterns, correlations, or gaps.

How to Create Matrix Charts and Stats

Infographic Themes let you quickly create visually appealing, on-brand content that aligns with your company’s brand guidelines.

How to Use Infographic Themes

How to Create Case Studies

You can now bring any public web page — a case study on your marketing site, a blog post, an analyst write-up — into your Asset Library by simply pasting…

Turn Any Web Page into a UserEvidence Asset with URL Assets

Easily showcase verified customer evidence on your website — no developers or content teams required.

How to Create Proof Pages

Turn multiple-choice survey responses into shareable assets. Highlight valuable customer sentiment and usage insights that testimonials alone may not capture.

Creating User Facts

How to use Quote Recommendations to surface relevant customer quotes from surveys and Gong recordings.

Quote Recommendations

You can download testimonials from UserEvidence as PowerPoint slides using a custom slide template designed by your team. This makes it easy to create on-brand slides with testimonial content automatically…

How to Create Slide Templates

When sales reps can't find the proof they need, they can now request it directly — and UserEvidence AI automatically searches your existing evidence to find a match.

Asset Request + Next Best Asset Recommendations

Proof Recommender automatically delivers the most relevant customer evidence to your sales reps the moment they need it.

Proof Recommender

Learn how to create testimonials, proof points, charts, case studies, and more

Creating Assets

You can now upload multiple files to the Asset Library in a single flow — and classify, tag, and organize them all before they ever hit your library.

Upload Multiple Assets at Once with Bulk File Upload

Bulk upload customer quotes and testimonials from a spreadsheet to make them easier to search, share, and store in UserEvidence.

How to Upload Testimonials

Upload PDFs to easily organize, search, and share them in UserEvidence.

How to Upload PDFs

Upload videos to easily organize, search, and share them in UserEvidence.

How to Upload Videos

Upload call transcripts to surface quotes for testimonials and case studies, and easily organize, search, and share them in UserEvidence.

How to Upload Call Transcripts

Learn how to repurpose customer stories and proof points into content assets by uploading them to UserEvidence

Uploading Assets

Classify assets with custom categories to help teams find assets faster and tailor picklists to fit your company’s terms.

How to Classify Assets

You can now assign custom asset type names to imported files, so your Asset Library filters reflect the language your team actually uses.

Label Assets with Your Own Terminology

Microsites let you create a curated view of your content assets.

How to Create Microsites

Testimonials imported via CSV are now automatically connected to the matching respondent record in your account. G2 reviews and imported file assets can also be linked to a person manually…

Link Imported Content to People

Guidance for developers on how to embed assets and a Research Library onto an external website.

How to Embed Assets

Content you embed from UserEvidence — your Research Library or a curated microsite — now earns search ranking credit for your own website instead of ours.

SEO Attribution for Embedded Libraries & Microsites

Add Your Research Library or a Microsite to Your Website

You can now make any video asset fully searchable in UserEvidence by pasting a plain-text transcript — turning spoken content into findable, indexed text.

Make Video Assets Searchable with a Transcript

Learn how to organize and share content assets in UserEvidence

Managing Assets

The Content Performance Dashboard gives you visibility into how your customer evidence performs across your GTM tools. It helps you understand which assets are driving engagement, where your team is…

Content Performance Dashboard

See top-performing assets, most active users, and which channels drive the most engagement.

Asset Performance

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