Send testimonial request after case approval to marketing

Approved cases don't trigger testimonial outreach, leaving marketing without fresh client stories. Send a templated review request to approved clients so marketing can publish within three days.

Send testimonial request after case approval to marketing

Overview

When cases reach the Approved stage, marketing needs client stories quickly; manual outreach misses capture windows and slows campaign momentum. This flow sends a polished testimonial request the same day and logs the outreach so marketing can publish or schedule within three days.

Send testimonial request after case approval to marketing