Workflows

Workflows overview

Automate what happens after a testimonial is submitted or approved.

Workflows are automation. Instead of manually emailing every customer who leaves a testimonial, you build a flow once and Kudoso runs it for you, every time.

Important

Workflows are a Pro feature. On the Free plan you can see the Workflows area, but you will need to upgrade to build and run one.

What a workflow is#

A workflow is a trigger plus a chain of steps:

  • The trigger is the event that starts it, for example "a testimonial was approved".
  • The steps are what happens next, run in order: send an email, wait two days, send another.

When the trigger event happens, Kudoso starts a run of the workflow and walks through the steps.

What workflows are good for#

  • Thank a customer automatically the moment their testimonial is approved.
  • Follow up a few days after a submission to ask for a referral.
  • Alert your team when a new testimonial comes in.
  • Nurture a contact list toward leaving a testimonial in the first place.

Building one#

1

Create a workflow

From the Workflows area, start a new workflow and give it a name.

2

Choose a trigger

Pick the event that should start it. See Triggers and steps.

3

Add steps

Chain the actions you want, in order. Emails, waits, and more.

4

Activate it

Turn the workflow on. From then on, every matching trigger event starts a run.

Keep the first one simple#

Your first workflow should do one obvious thing well: when a testimonial is approved, send a short thank-you email. Once that is running cleanly, add a step.

Next steps#