Copy a testimonial to another project
Duplicate a testimonial into another project with its video, photos and translations, and see why a project can't take a copy.
To use a testimonial in more than one project, copy it with Duplicate to other projects. The original stays where it is, and the copy is a testimonial of its own in the other project: editing or deleting one doesn't change the other. The workspace owner and a project's Admins and Members can copy a testimonial. Viewers can't.
Open the testimonial's More menu
On Pending or Approved, click Show more on the testimonial's card, then More › Duplicate to other projects.
Choose the projects
Tick each project the copy should go to, up to 10 at a time. In a long list, type in Search projects... to find one. A project that can't take the copy is listed with the reason and can't be ticked: see Why a project can't be ticked.
Click Duplicate
A message says how many projects got a copy. If a project refused it, the window stays open and a message gives that project's name and the reason.
What a copy keeps
- Its review state. A copy of an approved testimonial arrives approved, so a widget or Wall of Love page that picks testimonials automatically in the other project can show it at once. A copy of a pending testimonial arrives in Pending.
- Its content: the text, rating, title, date and tags, the author's details, the photos, and the video with its trim and transcript.
- Its source. A Google review is still a Google review in the other project, with its badge and under the same source filter.
- Its translations. See Translate testimonials.
Three things stay behind: its custom field answers, which belong to the first project's fields, its places on Wall of Love pages, and its AI analysis.
Why a project can't be ticked
The project already has this testimonial. A project takes one copy of a testimonial. The same goes for the project the original is in, and for a project that already imported the same social post. To copy it there again, delete the one that's there first.
The project is read-only. The reason says why, and who can fix it. See Project is read-only.
A project at its plan's limit can be ticked, and refuses the copy when you click Duplicate, with the limit in the message. See Plan limits.
Why a project isn't listed
The list holds the projects you can add testimonials to: the ones where you're the owner, an Admin or a Member. A project where you're a Viewer isn't in it.
A project in another workspace is listed only if you're the owner or an Admin of the project the testimonial is in. A copy into another workspace takes the testimonial, with its customer's details, out of this one, so it needs a role that can export. When projects are left out for this reason, a line under the list says so. See Roles.
If the window says "There is no other project to copy this testimonial to.", no other project is open to you for this copy.
A video that's still processing
A video testimonial can't be copied until its video is ready. The window says so instead of listing projects. See Video testimonial still processing.
What happens next
- The copy is in the other project's inbox. If it arrived in Pending, approve it there: see Approve, reject and archive testimonials.
- To fill in the other project's custom fields for the copy, see Custom fields.
- To move a testimonial rather than keep it in both projects, copy it, then delete the original.
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Approve, reject and archive testimonials
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