# Workflow Trigger – Video Testimonial Received

> Automate follow-up actions the moment a new video testimonial is submitted. The Video Testimonial Received workflow trigger lets businesses notify their…

- Source: https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/video-testimonials/workflow-trigger-video-testimonial-received
- Section: Reputation Management & Reviews / Video Testimonials
- Reading time: 5 min
- Images: 4, each explained below
- Modified on Wed, 2 Sep at 1:23 AM

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Automate follow-up actions the moment a new video testimonial is submitted. The **Video Testimonial Received** workflow trigger lets businesses notify their team, follow up with the reviewer, organise testimonials, and build downstream automations without manually monitoring for new submissions.

**TABLE OF CONTENTS**

-   [What is the Video Testimonial Received Trigger?](#what-is-the-video-testimonial-received-trigger)
-   [Key Benefits of the Video Testimonial Received Trigger](#key-benefits-of-the-video-testimonial-received-trigger)
-   [How To Set Up the Video Testimonial Received Trigger](#how-to-set-up-the-video-testimonial-received-trigger)
    -   [Create Workflow](#create-workflow)
    -   [Add Trigger](#add-trigger)
    -   [Locate Trigger](#locate-trigger)
    -   [Name Trigger](#name-trigger)
    -   [Add Filters](#add-filters)
    -   [Save Trigger](#save-trigger)
-   [Using Video Testimonial Custom Values](#using-video-testimonial-custom-values)
-   [Example Use Cases](#example-use-cases)
-   [Frequently Asked Questions](#frequently-asked-questions)

# **What is the Video Testimonial Received Trigger?**

The **Video Testimonial Received** trigger starts a workflow whenever a new video testimonial is submitted through a Video Testimonial Collector.

Once triggered, businesses can automate actions such as notifying team members, creating tasks, sending follow-up messages, or passing testimonial information into other workflow steps.

The trigger also makes testimonial information available as workflow custom values, including reviewer details, collector information, submission time, marketing consent, and the video link.

This follows the same workflow pattern used by other event-based triggers in GHL Customer Care: select the event, optionally add filters, and then configure the actions that should occur after the event.

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# **Key Benefits of the Video Testimonial Received Trigger**

-   **Instant notifications:** Notify internal teams as soon as a new video testimonial is received.
-   **Automated follow-up:** Send an email or SMS thanking the customer after they submit their testimonial.
-   **Consent-aware workflows:** Create different automation paths depending on whether the reviewer has granted marketing consent.
-   **Collector-specific automation:** Run different workflows based on the Video Collector through which the testimonial was submitted.
-   **Easy testimonial access:** Use the submitted video link and reviewer information in downstream workflow actions.
-   **Flexible automation:** Combine the trigger with existing Workflow actions such as internal notifications, notes, tasks, webhooks, emails, or other workflow logic.

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# **How To Set Up the Video Testimonial Received Trigger**

## **Create Workflow**

Navigate to:

**Automation → Workflows**

Open an existing workflow or click **\+ Create Workflow** to create a new one.

You can start from scratch or use any other workflow creation option available in your account.

![Create Workflow (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079864053/original/dGj2j5MVu6nfL_EaDS2yWHno1bBBK3gqpg.png)

**Create Workflow (image 1 of 4)**

This screenshot appears in the "Create Workflow" section of "Workflow Trigger – Video Testimonial Received". The text alongside this image reads: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions. This part of the guide covers 12 fields, listed below.
- What this covers: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions
- Fields: Key Benefits of the Video Testimonial Received Trigger, How To Set Up the Video Testimonial Received Trigger, Locate Trigger, Name Trigger, Using Video Testimonial Custom Values, Example Use Cases, Frequently Asked Questions, Video Testimonial Received, Marketing-Approved Video Testimonials, Customer Testimonial Notification, Trigger Template Testimonials, Customer testimonials
- Controls: Video Testimonial Received, TABLE OF CONTENTS, Create Workflow, Automation → Workflows, + Create Workflow, Add Trigger, Workflow Builder, Locate Trigger, Name Trigger, Workflow Trigger Name, Add Filters, 1. Marketing Consent Filter

Example values (illustrative, not read from the screenshot):

- Name Trigger: Priya Raman

Full procedure:

1. What is the Video Testimonial Received Trigger?
2. Key Benefits of the Video Testimonial Received Trigger
3. How To Set Up the Video Testimonial Received Trigger
4. Using Video Testimonial Custom Values
5. Example Use Cases
6. Frequently Asked Questions

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## **Add Trigger**

Inside the **Workflow Builder**, click **Add Trigger**.

The trigger selection panel will open, allowing you to choose the event that should enroll the workflow.

![Add Trigger (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079864060/original/Yu-gx92zCPtl4wdXh43m_iQNkhfTeb76bA.png)

**Add Trigger (image 2 of 4)**

This screenshot appears in the "Add Trigger" section of "Workflow Trigger – Video Testimonial Received". The text alongside this image reads: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions. This part of the guide covers 12 fields, listed below.
- What this covers: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions
- Fields: Key Benefits of the Video Testimonial Received Trigger, How To Set Up the Video Testimonial Received Trigger, Locate Trigger, Name Trigger, Using Video Testimonial Custom Values, Example Use Cases, Frequently Asked Questions, Video Testimonial Received, Marketing-Approved Video Testimonials, Customer Testimonial Notification, Trigger Template Testimonials, Customer testimonials
- Controls: Video Testimonial Received, TABLE OF CONTENTS, Create Workflow, Automation → Workflows, + Create Workflow, Add Trigger, Workflow Builder, Locate Trigger, Name Trigger, Workflow Trigger Name, Add Filters, 1. Marketing Consent Filter

Example values (illustrative, not read from the screenshot):

- Name Trigger: Priya Raman

Full procedure:

1. What is the Video Testimonial Received Trigger?
2. Key Benefits of the Video Testimonial Received Trigger
3. How To Set Up the Video Testimonial Received Trigger
4. Using Video Testimonial Custom Values
5. Example Use Cases
6. Frequently Asked Questions

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## **Locate Trigger**

Search for or select:

**Video Testimonial Received**

Choose the trigger to configure when the workflow should run.

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## **Name Trigger**

Enter a descriptive **Workflow Trigger Name**.

For example:

-   Video Testimonial Received
-   Marketing-Approved Video Testimonials
-   Customer Testimonial Notification
-   Trigger Template Testimonials

Using a clear name makes the workflow easier to understand when managing multiple triggers or reviewing execution history. This is also the approach recommended for other GHL Customer Care workflow triggers.

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## **Add Filters**

Filters are optional and allow you to control which video testimonial submissions enter the workflow.

Without filters, the workflow can run whenever a new video testimonial is received.

You can add one or more filters to create more targeted automations.

### **1\. Marketing Consent Filter**

Use the **Marketing Consent** filter to determine whether the person submitting the testimonial has granted permission for marketing use.

For example:

**Marketing Consent → Is → Granted**

This can be useful when creating workflows that distribute or repurpose testimonials for marketing purposes.

You could also create separate workflow paths for testimonials where marketing consent has or has not been granted.

### **2\. Video Collector Filter**

Use the **Video Collector** filter to run the workflow only for testimonials submitted through a specific collector.

For example:

**Video Collector → Is → Trigger Template**

This is helpful when you have multiple testimonial campaigns or collectors and want different automations for each one.

For example, a business might have separate collectors for:

-   Customer testimonials
-   Product feedback
-   Event testimonials
-   Partner testimonials
-   Specific marketing campaigns

Filtering allows each collector to have its own downstream workflow.

![2. Video Collector Filter (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079864075/original/ZXy_0DpbFFIyDw91vpXTxglqhFZx1TU6Ng.png)

**2. Video Collector Filter (image 3 of 4)**

This screenshot appears in the "2. Video Collector Filter" section of "Workflow Trigger – Video Testimonial Received". The text alongside this image reads: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions. This part of the guide covers 12 fields, listed below.
- What this covers: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions
- Fields: Key Benefits of the Video Testimonial Received Trigger, How To Set Up the Video Testimonial Received Trigger, Locate Trigger, Name Trigger, Using Video Testimonial Custom Values, Example Use Cases, Frequently Asked Questions, Video Testimonial Received, Marketing-Approved Video Testimonials, Customer Testimonial Notification, Trigger Template Testimonials, Customer testimonials
- Controls: Video Testimonial Received, TABLE OF CONTENTS, Create Workflow, Automation → Workflows, + Create Workflow, Add Trigger, Workflow Builder, Locate Trigger, Name Trigger, Workflow Trigger Name, Add Filters, 1. Marketing Consent Filter

Example values (illustrative, not read from the screenshot):

- Name Trigger: Priya Raman

Full procedure:

1. What is the Video Testimonial Received Trigger?
2. Key Benefits of the Video Testimonial Received Trigger
3. How To Set Up the Video Testimonial Received Trigger
4. Using Video Testimonial Custom Values
5. Example Use Cases
6. Frequently Asked Questions

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## **Save Trigger**

Once the trigger and filters are configured, click **Save Trigger**.

You can then add workflow actions underneath the trigger.

For example:

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

As with other GHL Customer Care workflow triggers, testing the workflow with a sample submission before publishing is recommended.

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# **Using Video Testimonial Custom Values**

When a Video Testimonial Received workflow runs, testimonial-specific information is available as **Custom Values** for use inside supported workflow actions.

Available values include:

| Custom Value | Description |
| --- | --- |
| **Reviewer Name** | Name provided by the person submitting the testimonial |
| **Reviewer Email** | Email provided during submission |
| **Reviewer Phone** | Phone number provided during submission |
| **Marketing Consent** | Indicates the marketing-consent status associated with the testimonial |
| **Submitted At** | Date/time when the testimonial was submitted |
| **Collector Name** | Name of the Video Collector used for the submission |
| **Video Link** | Link to the submitted video testimonial |

These values can be inserted into workflow actions such as notes, internal notifications, messages, or other supported actions.

For example, an internal notification could contain:

> **New Video Testimonial Received**  
> Reviewer: {{Reviewer Name}}  
> Collector: {{Collector Name}}  
> Marketing Consent: {{Marketing Consent}}  
> Video: {{Video Link}}

> 
![Using Video Testimonial Custom Values (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079864166/original/DM_6IN828RLWwMt8guLxmswQRpgMLy8AvQ.png)

**Using Video Testimonial Custom Values (image 4 of 4)**

This screenshot appears in the "Using Video Testimonial Custom Values" section of "Workflow Trigger – Video Testimonial Received". The text alongside this image reads: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions. This part of the guide covers 12 fields, listed below.
- What this covers: What is the Video Testimonial Received Trigger? Key Benefits of the Video Testimonial Received Trigger How To Set Up the Video Testimonial Received Trigger Using Video Testimonial Custom Values Example Use Cases Frequently Asked Questions
- Fields: Key Benefits of the Video Testimonial Received Trigger, How To Set Up the Video Testimonial Received Trigger, Locate Trigger, Name Trigger, Using Video Testimonial Custom Values, Example Use Cases, Frequently Asked Questions, Video Testimonial Received, Marketing-Approved Video Testimonials, Customer Testimonial Notification, Trigger Template Testimonials, Customer testimonials
- Controls: Video Testimonial Received, TABLE OF CONTENTS, Create Workflow, Automation → Workflows, + Create Workflow, Add Trigger, Workflow Builder, Locate Trigger, Name Trigger, Workflow Trigger Name, Add Filters, 1. Marketing Consent Filter

Example values (illustrative, not read from the screenshot):

- Name Trigger: Priya Raman

Full procedure:

1. What is the Video Testimonial Received Trigger?
2. Key Benefits of the Video Testimonial Received Trigger
3. How To Set Up the Video Testimonial Received Trigger
4. Using Video Testimonial Custom Values
5. Example Use Cases
6. Frequently Asked Questions

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# **Example Use Cases**

### Notify the team when a testimonial arrives

**Video Testimonial Received → Internal Notification**

Immediately alert the marketing or customer-success team so they can review the submission.

### Create a workflow only for marketing-approved testimonials

**Video Testimonial Received**  
Filter: **Marketing Consent = Granted**

Then send the testimonial to the marketing team for review or further action.

### Run different automations for different collectors

**Video Testimonial Received**  
Filter: **Video Collector = Customer Success Testimonials**

This allows each campaign or collector to have its own automation.

### Add the testimonial information to a note

Use the Video Testimonial custom values to automatically create a note containing the reviewer information, collector name, submission date, and video link.

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# **Frequently Asked Questions**

**Q: When does the Video Testimonial Received trigger fire?**

The trigger fires when a new video testimonial is successfully submitted through a Video Testimonial Collector.

**Q: Can I trigger workflows only for a specific Video Collector?**

Yes. Add the **Video Collector** filter and select the collector you want the workflow to monitor.

**Q: Can I filter testimonials based on marketing consent?**

Yes. Use the **Marketing Consent** filter to create workflows based on the consent status associated with the submission.

**Q: Can I use the video URL inside workflow actions?**

Yes. The **Video Link** is available as a Video Testimonial custom value and can be inserted into supported workflow actions.

**Q: What reviewer information is available in the workflow?**

The trigger exposes reviewer name, email, phone, marketing consent, submission time, collector name, and video link as Video Testimonial custom values.

**Q: Can I notify my team whenever a new testimonial is received?**

Yes. Add an internal notification or another appropriate workflow action immediately after the trigger.

**Q: Can the same workflow handle testimonials from multiple collectors?**

Yes. You can leave the Video Collector filter unset to capture all eligible submissions, or use separate triggers/workflows when different collectors require different automation.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com