Enhanced testimonial support for Social and Compliance
We've made some enhancements to the testimonials process for both advisors/agents and for compliance admins.
Social
View all testimonials on the Testimonials page
Advisors/agents can now see testimonials they’ve received through Hearsay on the Testimonials page. Testimonials with the following statuses are available:
- Testimonials to which the advisor/agent still needs to attest are displayed, along with the due date. The advisor/agent can click the testimonial to complete the attestation steps.
- Testimonials that have already been attested to are displayed with a No Action Needed label. This status means the testimonial is either being reviewed by compliance or is live on the advisor/agent’s social media page.
- Testimonials that are overdue are displayed with an Overdue label. This means the advisor/agent didn’t attest to the testimonial in time, and it has either been removed (LinkedIn), or we’ve automatically disavowed it in a comment (Facebook).
Help Center documentation is available at https://success.hearsaysocial.com/hc/en-us/articles/12126893027607
Example testimonials on the Testimonials page
Compliance
See answers to attestation questions in Supervision
Compliance admins can now view and archive the answers advisors/agents give when answering attestation questions about a testimonial. The answers appear as a comment in the Internal to Team section of either the alert the testimonial generates, or in the prohibited review alert created if a testimonial is automatically rejected.
Additionally, the Evidence of Supervision report now displays the attestation answers in the Internal Comment column.
Help Center documentation has been updated at https://success.hearsaysocial.com/hc/en-us/articles/9991899785367.
Example alert with answers in the Internal to Team section