Automating Feedback Invitations Using Our API

We have an API available for any firms who would like to automate the feedback invitation process using an API method. 

To use this, please contact your Account Manager or email 

Below is a process overview as well as the key variables you will need to send as part of the API request. 

Process overview: 

Variables you would need to send from your system as part of the API request: 

  • Client first name
  • Client email 
  • Adviser (You will need to provide the list of advisers to VouchedFor so that we can map their ID in your system to their profile on VouchedFor)
  • Invitation type: this will be used to determine whether to send a prospect first impression or a client feedback invitation.  

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