Getting Started

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Getting Started with Tech Provider Tools

You can now source reviews across all of your products in all of your markets in a single campaign. One campaign to rule them all! Or you can focus your campaign’s targeting and messaging on a single market while still accepting reviews for all products in that market.

Strategy: How To Get Reviews?

Your best strategy is to create a review sourcing campaign. A campaign is any formalized effort to ask your clients for reviews. There are many different types of campaigns, from sending an email to running an internal competition to setting up a booth at your customer events where users can submit reviews. Regardless of the outreach style we suggest utilizing a trackable link created from the Tech Provider Tool.

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Our new interface allows you to manage campaigns fast and easily — giving you greater control to work the way you want to work.

How To Create A Sourcing Link

  • Go to the Review Sourcing Links page in the Technology Provider Tool.
  • Click on the “Create Sourcing link” button at the top left to create a new link.
  • Fill out required fields and click “Create” button.

Include Note About Incentive Policy

Include Note About Incentives

Tip: Give each campaign a unique title, you can also add a description from the Campaigns tab. This will help you to differentiate between your campaign efforts and determine where to focus your energy for future campaigns.

You can create as many campaign links as you need enabling you to track each review collection effort separately.


Three steps and you‘re done — give your campaign a name; select either an all- or single-market campaign type; and lastly check-off the incentive policy.

Who To Involve Internally

Customer success teams/customer relationship managers — These roles are there specifically to support the client and make their experience as positive as possible, meaning clients tend to view them as a trusted resource. This can make the client more amenable to sharing their feedback.

Account managers — Your account teams have a good incentive to get people to submit reviews. Not only do good reviews strengthen the brand, but account managers can use those reviews to supplement the reference process.

Marketing — To ensure that your campaign messaging is consistent with your organization’s branding and voice, work with your marketing team. They will also be a great resource to work with as you branch out with campaigns to reach a broader client base. Marketing should also be involved when you begin quoting review content in promotional or branded content as well.

Additional Campaign Ideas

User conferences — People will already be in the mindset to share their feedback, so this is a great place to collect reviews. We can work with you on strategy and best practices. Gartner/Peer Insights is not able to staff booths on your behalf.

Request reviews during renewal process — Getting your account executives involved is a great way to drive reviews. Have them incorporate it into renewal or upgrade discussions.

In-platform notification — Send out a request for reviews through your customer portal. This is a low-effort, high-reward approach. (Chat Function).

Post-ticket follow-up email — When you close a ticket, you send an email to the user. Include a request for feedback in that email.

Use existing reviews (once you have them) to drive new reviews — Play on people’s competitive spirit. Share someone’s opinion with them and ask if they agree. People just want their voices heard.

General email, social media, and blog campaigns — This is a great way to reach your broader client base.


Planning: Things To Think About When Planning Your Next Campaign

What are you looking to get out of Peer Insights? How will you use this information? — Peer Insights is a powerful tool for brand promotion and awareness, but don’t forget that it gives you a direct line to candid feedback about your solution (and your competitors). Do you want to leverage Peer Insights to promote your brand, learn more about your customers, or both? o This is a fluid goal, depending on your business need. Incorporate this question into the early stages of planning for any campaign, as it will shape your approach for all further questions.

What is driving your next campaign? — If you have multiple products or services on Peer Insights, how are you choosing which product or service to focus on for a campaign? Is it driven by business need? Is it driven by a lack of reviews for that product or service or in that market? Understanding the driving force for your campaign will help you define what success looks like.

What is the value proposition? — Why should someone spend 10 minutes sharing his or her feedback? Think about what makes this valuable for the reviewer. Is it sharing their feedback to help you improve the solution? To influence the decision making process of others? Is it a nominal thank you gift? Different users may find different things valuable and different campaigns may call for different value propositions. There is no one-size-fits-all option.

What voice(s) do you want to hear? — What voice is most valuable for your prospects and readers? You can ask for reviews from anyone involved in the evaluation, purchase, implementation, or support of your solution. Do not forget that Peer Insights readers are comprised of a wide variety of roles, from the CIO to Enterprise Architects to Procurement Specialists. Reviews from senior-level decision makers are highly valuable, but if you aren’t asking anyone else, you and your prospects could be missing out on essential feedback about how well your solutions are working them.

What kind of campaign? — There are plenty of ways to ask your clients for reviews, for example sending out an email blast to users, setting up a booth at your next event to collect reviews, approaching potential reviewers directly with a customized request, and so much more. What approach is best for your next campaign? No one campaign type is best and none will work for every campaign or every organization. Different approaches will be necessary depending on your goals. Think about what approach will best meet the goals you have laid out.

Who will be making the request? — The requestor can set the tone for the campaign. Whom do your customers want to hear from? To who are they most responsive? Having the right person ask for the review can make all the difference.

What does success look like? — Define some goals to measure your campaign against. What will you be satisfied with? You will not always meet your goals, but they will continue to help you refine your campaigns and understand what is working.

Who Is The Ideal Reviewer?

The ideal Peer Insights reviewer is involved in the evaluation, purchase, implementation, support, or usage of the solution at their current organization. We must be able to independently verify the reviewer’s employment details.

Reviewers must have completed their implementation for the review to be approved.

Focus on clients who are using versions of your solution released within the past two years. If a client is using an older version and isn’t going to upgrade, don’t ask them for a review.

We do not publish reviews from anyone employed by a company that has a direct stake in the market or product being reviewed (this includes system integrators and consultants, as well as the company whose product is being reviewed or competitors in that market). If the user is ineligible, please refrain from asking them to submit a review.

Think About Your Messaging

Running an organized, thoughtful campaign is the best way to increase your reviews. Keep your message consistent. Be honest with your request. And remember, this request isn’t about you, it’s about the user. Make it worthwhile for them to share their feedback with you.


Tips For Your Reviewers: Things To Keep In Mind Before You Start

Your name, email, and role details are collected for validation purposes. All reviews are anonymized and this information will not be shared.

You will be asked to share your demographic details (role, industry, firm size). This information will be displayed alongside your review in order to help readers find reviews from users in similar situations.

If you do not already have a Peer Insights or account, you will be asked to complete a simple registration and verify your email. Personal emails are not accepted by Peer Insights. You must use your business email to register or submit a review.

All review submissions are moderated by Gartner prior to publication. Your review will not immediately appear on Peer Insights. If approved, you will receive a notification email with a link to your review.

Review Guidelines

Be authentic — Please only review a product or service if you have first-hand knowledge, and don’t impersonate anyone. Although your review will not mention your name or state any personally identifiable information, Peer Insights does validate identities and verify that users are real.

Be descriptive — The more relevant details you can share with your peers, the better. Keep your review relevant and do not mention specific individuals (salespeople, names of consultants, etc.). When you write your review, think of what you wish you had read before you made your own purchase decision, and try to be as helpful as you can.

Be appropriate — Peer Insights screens for profane, threatening, libelous, defamatory, obscene, pornographic, indecent, lewd, suggestive, harassing, abusive, or fraudulent content. So please refrain from using such in your review.

Be non-commercial — If you are a provider of technologies or services, you are not eligible to review your own or your competitors’ products or services (or any of your affiliates – for example, your partners or resellers). Keep in mind that Peer Insights does screen for authenticity, so if you are an ineligible reviewer, please refrain from posting a review.