Reviews & Testimonials Collection

Automated review requests turn satisfied course graduates into a steady stream of social proof without manual follow-up.

10 hrs
Time saved/month
8
Companies have mapped
Map This Automation

About This Automation

Reviews and testimonials collection identifies students who finished a course, asks them for feedback, and confirms permission before publishing. Doing this by hand means manually tracking who has responded, chasing silence, and re-typing quotes across tools.

The automated version detects course completions, sends requests, and manages reminders on its own. Approved quotes move to the website and the team is notified the same day, so social proof appears faster and more consistently.

Key features
Detects newly completed students and triggers a review request without manual list-building
Tracks who has already been asked to prevent duplicate outreach
Sends automatic reminders to non-responders on a set schedule
Drafts a publish-ready quote from each submitted response for quick review
Requests and logs explicit permission before any testimonial goes live
Publishes approved testimonials to the website and alerts the team automatically

How The Automation Works

The full workflow, from trigger to completion.

1. Student Marked Course-Completetrigger

Completion status change in the course platform starts the workflow automatically.

2. Send Review Request

The automation platform sends a personalised review request email with a link to a short form.

3. Log Request In Tracker

The request and send date are recorded so nobody gets asked twice.

4. Send Reminder If Unanswered

If no response arrives within 5 days, a single reminder email goes out automatically.

5. Score And Draft Suggested Quote

The automation reads the submitted response, scores its strength, and drafts a shortened quote for publishing.

6. Request Publish Permission

The automation sends a permission confirmation request naming the drafted quote and asking for a yes or no.

7. Publish Approved Testimonial

On confirmation, the testimonial and name are pushed to the website reviews section automatically.

8. Notify Team

A message alerts the team that a new testimonial is live and ready for reuse in marketing.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
10hrs/month
Process pain:7.8/10
Mapped by:8 Companies

Map this to your business to get your exact numbers.

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