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Getting StartedWhat HighAdvocacy does

What HighAdvocacy does

HighAdvocacy is a customer advocacy platform for B2B SaaS teams. It helps you ask happy customers for proof (reviews on G2 and other sites, social posts, and written or video testimonials), thank them with rewards, and reuse that proof on your website and in deals.

The product follows one loop, and the sidebar is grouped the same way: Collect, Proof, Share, Thank.

Who uses it

  • Your team works in the HighAdvocacy app. You set up campaigns, review what customers send in your Inbox, send rewards, and publish showcases.
  • Your customers never see the app. They open a campaign from a link you send or a widget in your product, pick what they want to do, and send you proof.

Your team has three roles:

  • Owner manages the whole account, including every workspace and its members. An account can have more than one Owner.
  • Admin manages a workspace: campaigns, rewards, settings, and inviting people.
  • Member works in a workspace day to day: reviewing submissions, browsing proof, and importing.

See Roles and permissions for the full list.

The main areas

  • Home. Your setup steps, what needs your attention, and how your program is doing. See Your Home page.
  • Inbox. Every submission from your campaigns lands here. You approve or reject each one, and approved proof goes to your Library. AI verification can check submissions for you. See Inbox.
  • Campaigns (Collect). A campaign is a set of asks: reviews on review sites, posts or engagements on social, and written or video testimonials. Each campaign can run as a hosted webpage, a widget in your product, or both. See Campaigns.
  • Imports (Collect). Bring in proof you already have: reviews from your profiles, social posts, spreadsheets, screenshots, or a testimonial you add by hand. See Imports.
  • Library, People and Companies (Proof). The Library holds all your approved and imported proof. People and Companies show who gave it. See Library and People and Companies.
  • Showcase (Share). Turn proof into a showcase page or a widget for your website. See Showcase.
  • Rewards (Thank). Set up rewards (Credits, Gift card, or Custom), attach them to campaign asks, and track delivery. See Rewards.
  • Settings. Your workspace profile, members, security, AI verification, custom fields, and notifications to your team (Integrations and Team emails) and to customers (End-user notifications). See Workspace settings and Notifications.

How a typical campaign works

  1. You create a campaign, or let onboarding set one up for you, and go live.
  2. You share the campaign link with customers, or add the widget to your product.
  3. A customer picks an ask, for example a review on G2. They write it on that site, then come back and send a screenshot, plus a link on most sites.
  4. The customer gets an email saying their submission arrived. Your team can get an alert in Slack, Microsoft Teams, Discord, Zapier, Basecamp, your own server, or by email.
  5. Anyone on your workspace approves or rejects the submission in the Inbox. The customer gets an email with the outcome.
  6. Approved proof goes to your Library, ready to add to a showcase. If the ask has a reward, it’s sent to the customer, or waits for your approval if your workspace is set up that way.
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