Practical guide

The customer-evidence publication checklist

Last materially reviewed 2026-09-24

Quick answerPublish only when source, context, permission, version and destination have an accountable answer.
What to know

Treat readiness as several decisions

Our original checklist asks whether the source is genuine, the excerpt preserves meaning, the intended use is covered, the attribution is appropriate and the destination has been reviewed. It deliberately does not produce a legal-compliance badge or predict a sales result. A missing answer is a hold for the responsible reviewer, not a request to guess the most convenient state.

What to know

Use a paired example

In a fictional library, item A has a clear approved use and a checked public excerpt. Item B contains a promising quote but an unresolved question about using the customer’s company name. A sensible release process can publish A while keeping B out of public distribution. The ability to distinguish those cases matters more than publishing the largest possible number of items.

What to know

Check the actual surface

A widget, a hosted link, a social image and a downloaded video are separate publication surfaces. Record which ones are intended and verify that unintended routes remain closed. Review the final context, including the nearby headline and any implied result. Do not assume that a correct internal record guarantees the visible page uses the correct version.

What to know

Leave a maintenance trail

Record the item identifier, reviewer, review date and public locations. Identify who can respond to a correction or withdrawal. Keep the checklist proportionate: a small team does not need a complex approval bureaucracy, but it does need to understand its own decisions. Revisit the item when its use, attribution or underlying facts change rather than treating initial approval as permanent immunity from review.

What to know

An original decision example

A useful record can be compact: item identifier, source reference, approved version, intended use, reviewer, review date and destination list. Do not paste customer secrets into a widely shared checklist. Store appropriate supporting evidence in controlled records and make the public decision understandable without exposing the underlying private information.

Continue when useful

Next: A submitted testimonial is not automatically ready to publish

Check the intended use, the recorded permission and the content review separately before publication.

Open A submitted testimonial is not automatically ready to publish →

Sources used for this page

These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.

  1. Boast consent states and agreed terms — Merchant documentation · boast.io · Merchant-controlled · checked 2026-09-24
  2. Boast response visibility states — Merchant documentation · boast.io · Merchant-controlled · checked 2026-09-24
  3. Boast widget fields and filters — Merchant documentation · support.boast.io · Merchant-controlled · checked 2026-09-24
ILLUSTRATIVE CASE FILES / NOT CUSTOMER STORIES

Publish the right item.
Hold the unanswered question.

READY FOR THE OWNER’S DECISION

Case A: the approved excerpt

A fictional text response has a checked source, appropriate permission, accurate attribution and a named destination.

Next: Verify the actual public presentation and record its location.

HOLD

Case B: the unresolved company name

A fictional clip is useful, but the contributor has asked whether their employer’s name will appear.

Next: Resolve the question before distributing the clip. A favorable statement is not permission.

Original operational examples, not legal determinations or observed merchant tests. Understand the separate decisions →