Testimonials and clients are separate records in Endors. A testimonial can be linked to one client, which lets you see all of a client's testimonials together, navigate from a testimonial to the client record, and filter or organize by client.

How linking happens automatically

From a collection link submission

When you accept a submission through the review queue, Endors automatically links the resulting testimonial to a client. It looks for a match in this order:

1. A client ID already associated with the submission (for example, from a client-specific collection link)

2. An existing client whose email matches the submitter's email

3. If no match is found, a new client is created from the submitter's details

From a client-specific collection link

When someone submits through a client-specific link, their submission is pre-associated with the linked client. Accepting it links the testimonial to that client directly.

Linking manually from the Testimonials page

To link a testimonial to a client after the fact:

1. Go to My Testimonials and open the card menu for any testimonial.

2. Click Assign to client.

3. Search for the client by name and select them.

The testimonial is linked immediately. To remove the link, open the card menu again and click Assign to client, then click Unassign client.

Linking from the testimonial preview

When you click a testimonial card to preview it, the sidebar shows a client section. If the testimonial is not yet linked, click Link to an existing client and search for the client. If it is already linked, the banner shows the client's name and an Unlink button.

Clicking the client's name in the preview navigates directly to that client's record.

Linking when adding a testimonial manually

On the testimonial detail form (Step 2 of the Add Manually flow), click Link to an existing client to search your client database. Select a client to pull their details into the form. Their name, email, and other information pre-fill the form fields.

To remove the link before saving, click Unlink in the linked client banner.

Viewing linked testimonials on a client

Open any client by clicking their row in My Clients. The Testimonials tab shows all testimonials linked to that client. Each entry shows the type, date, optional rating, and a content preview.

From this tab you can:

• Click a testimonial to open a full preview

• Remove the link between the testimonial and this client (the testimonial stays in your library)

• Delete the testimonial entirely

Viewing client details from a testimonial

On the My Testimonials page, each card shows the linked client's name and company at the bottom. In the testimonial preview sidebar, the client's name is a clickable link that opens their full client record.

Testimonials with no linked client show Unassigned User.