Workflow Trigger: Video Testimonial Received

The Video Testimonial Received trigger starts a workflow the moment a new video testimonial is submitted through a Video Testimonial Collector. Once triggered, you can automate actions like notifying your team, sending a thank-you to the reviewer, or passing testimonial details into other workflow steps — without manually monitoring for new submissions.

Key Benefits

• Instant Notifications: Alert your team as soon as a new testimonial comes in.
• Automated Follow-Up: Send an email or SMS thanking the customer right after they submit.
• Consent-Aware Workflows: Route testimonials differently based on whether marketing consent was granted.
• Collector-Specific Automation: Run different workflows for different Video Collectors.
• Easy Access to Submission Details: Use the video link and reviewer information in downstream workflow actions.

Step 1 — Create or Open a Workflow

Go to Automation → Workflows. Open an existing workflow or click + Create Workflow to start a new one.

Step 2 — Add a Trigger

Inside the Workflow Builder, click Add Trigger. The trigger selection panel will open.

Step 3 — Select Video Testimonial Received

Search for or select Video Testimonial Received from the trigger list. Enter a descriptive trigger name — for example, "Video Testimonial Received," "Marketing-Approved Testimonials," or "Customer Testimonial Notification."

Step 4 — Add Filters (Optional)

Filters let you control which submissions enter the workflow. Without filters, the workflow runs for every new video testimonial received.

Marketing Consent Filter: Use this to target only testimonials where the reviewer has granted permission for marketing use. For example: Marketing Consent → Is → Granted.

Video Collector Filter: Use this to run the workflow only for testimonials from a specific collector. For example: Video Collector → Is → [Your Collector Name]. This is helpful when you have multiple campaigns or collectors that each need their own automation.

Step 5 — Save the Trigger and Add Actions

Click Save Trigger, then add your workflow actions underneath. A simple example flow:

Video Testimonial Received → Internal Notification → Add Note → Create Task → Send Thank-You Email

Using Video Testimonial Custom Values

When this trigger fires, testimonial-specific information is available as Custom Values you can use in supported workflow actions:

Example Use Cases

Notify your team when a testimonial arrives:
Video Testimonial Received → Internal Notification. Alert the marketing or customer-success team right away so they can review the submission.

Trigger only for marketing-approved testimonials:
Add a Marketing Consent = Granted filter, then route the testimonial to your marketing team for review or follow-up.

Run separate automations for different collectors:
Filter by Video Collector to give each campaign or collector its own workflow path.

Log testimonial details as a note:
Use the custom values to automatically create a note with the reviewer info, collector name, submission date, and video link.

Frequently Asked Questions

When does this trigger fire?
When a new video testimonial is successfully submitted through a Video Testimonial Collector.

Can I trigger workflows for a specific collector only?
Yes. Add the Video Collector filter and select the one you want the workflow to monitor.

Can I filter by marketing consent?
Yes. Use the Marketing Consent filter to route submissions based on consent status.

Can I use the video URL in workflow actions?
Yes. The Video Link is available as a custom value and can be inserted into supported actions.

What reviewer information is available in the workflow?
Reviewer name, email, phone, marketing consent, submission time, collector name, and video link.

Can the same workflow handle testimonials from multiple collectors?
Yes. Leave the Video Collector filter unset to capture all submissions, or use separate workflows when different collectors need different automation.