Trigger Workflows from Video Testimonials Automatically

TL;DR

Video testimonials now have their own workflow trigger. No immediate action is required unless you use video testimonials and want to automate follow-up or processing.

Who this affects

Anyone using the video testimonial feature in HighLevel should pay attention. Agencies collecting video testimonials for themselves or their clients can use this. Those who do not use video testimonials can safely ignore this update.

What changed

HighLevel has implemented a dedicated workflow trigger for video testimonials. This new trigger activates a workflow when a new testimonial is submitted. The trigger allows filtering based on marketing consent or the specific testimonial collector used. Workflow variables now include reviewer name, email, phone number, and the video link from the testimonial submission. Testimonial approval, visibility settings, and overall management are handled within the existing testimonial responses page. HighLevel has not confirmed any limits or plan gating for this feature. HighLevel has not confirmed the rollout status.

Where to find it

HighLevel has not published the exact navigation path yet. Based on the functionality, expect to find the new trigger within the workflow builder, under the 'When a workflow is started' section, likely listed as 'Customer Testimonial' or 'Video Testimonial Submitted' as a new trigger option.

How agencies will use this

An agency can now automate follow-up actions immediately after a client submits a video testimonial. For example, if a client submits a testimonial, the agency can set up a workflow to automatically send an internal notification to the account manager via SMS, including the reviewer's name and a direct link to the video. Simultaneously, if the client provided marketing consent, the workflow could tag the client in the CRM and add them to a separate nurture campaign that encourages them to leave a review on other platforms like Google or Facebook. This ensures timely acknowledgment for the client and prompts internal action for the agency without manual intervention, streamlining the testimonial management process.

Our take

This is a standard workflow enhancement. It adds specific automation capabilities for a particular feature. If you leverage video testimonials, this update is useful for streamlining your processes. Otherwise, it is a minor update this week.