Send testimonial request after case approval to marketing
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.
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.