Permission to publish
Get written permission to publish a customer’s testimonial
A customer saying “sure, use it” in a call is not a record. Generate plain-language permission wording that says what you will use, where, for how long and how they can withdraw, then have it checked for your country before you rely on it.
- Short form for a collection page
- Full release for video and case studies
- Withdrawal wording customers can actually use
Template
Generate your release wording
Fill in the details and pick the version you need. Treat the result as a starting draft for review, not a finished legal document.
- Short permission statement
For your collection form, next to the prompts, so it is read before submitting.
By submitting, you allow [Oakline Studio Ltd] to publish your testimonial, with your name and any photo, audio or video you include, on [our website, social media and sales materials], [until you ask us to stop]. We may shorten it for length but will not change its meaning. To have it removed, email [hello@oakline.example].
The wording is generated in your browser. Nothing you type is sent or stored.
The problem, solved
Where testimonial permission falls apart, and how StoryProof holds it together
- Problem 1
Video and quotes arrive under different terms
When videos come by file transfer and quotes by email, each format ends up agreed in a different way, or not agreed at all.
How StoryProof solves it
One StoryProof collection link takes video, audio notes and written reviews, so every format comes through a single form showing customers the same wording.
- Problem 2
A colleague posts it before checking the release
Someone spots a great video in the inbox and shares it, without asking whether the customer agreed to paid ads.
How StoryProof solves it
Nothing a customer submits or you import is public until someone approves it, which gives you a fixed moment to compare the testimonial with its release.
- Problem 3
Nobody remembers what each customer allowed
One customer agreed to the website only, another to ads as well, and that difference lives in one person’s memory.
How StoryProof solves it
Tags, included on every plan, record the agreed scope on the testimonial itself, where whoever places it next will see it.
- Problem 4
A withdrawn testimonial lingers on old pages
The quote was pasted into three web pages by hand, and one copy always survives the clean-up.
How StoryProof solves it
StoryProof widgets load their testimonials from StoryProof each time and show only what you chose for them, so a withdrawal is handled in StoryProof instead of page by page.
What each clause is for
In StoryProof
Collect with the permission built in
Step 1 of 3
Put the short statement where customers read it before submitting
Add it to your form alongside the prompts customers read before answering. Whether they record a video, leave an audio note or write, they see the same terms.
Step 2 of 3
Use the full release for video and case studies
Send it for signature before the interview or recording, and keep the signed copy with your records.
Step 3 of 3
Approve only what the permission covers
Nothing goes public until you approve it. Tag each testimonial with its permission scope, such as “website only”, so it is not reused beyond that.
Before you start
Read this before you use the template
This is not legal advice
It is starting wording in plain language. Have a qualified person check it for your country, industry and the way you will use testimonials.
Regulated industries need more
Healthcare, legal and financial services often have specific rules on testimonials. See the dental page for an example of how different they can be.
StoryProof does not store signatures
Keep signed releases in your own records. StoryProof holds the testimonial, not the legal document.
Children need a different signer
If the person in a testimonial is a minor, ask your adviser who must sign the release and what extra wording it needs before you record anything.
FAQ
Questions people ask
Short answers to what usually comes up next.
Do I need a release form for a written testimonial?
At minimum you need a clear record that the customer agreed to publication where you use it. A short statement on the form they submit is a simple way to have that.
Can a customer withdraw permission after it is published?
Offer that, and honour it promptly where you control the content. It builds trust and avoids disputes.
Does a tick box on a form count as written permission?
It can be a reasonable record for the short statement, as long as the wording was shown before they submitted. Whether it is enough for video or paid advertising is a question for your adviser.
What about testimonials I published before I had any release?
Contact those customers, show them the new wording and ask them to confirm. Until they do, keep their testimonial out of anything new, such as ads or a case study.
Still have a question? Ask the StoryProof team or book a demo.
Collect with permission from the start
Add your reviewed wording to a StoryProof form and every testimonial arrives with its terms attached.
Last updated 2026-11-04.