Promoter Testimonial Request

SurveysFree

Description

Promoter Testimonial Request is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Instead of watching a spreadsheet manually, the team can see the next action as soon as a response arrives.

3 steps

1
Read the new response
Read the response details needed for Promoter Testimonial Request.
2
Decide the next action
Decide the next action from the response, score, date, or category.
3
Apply to operations
Apply the decision to notification, record keeping, reply, or status update.

Prompt Example

Goal: Ask only highly satisfied respondents for a review or case-study permission. Fields: Respondent email address, Response body, and Score. Look for outcomes or quotable text in the response body. Rules: Send the request only when the score is high and the free text is positive. Do not send it to low-score or ambiguous responses. Actions: Draft a permission-based testimonial request and update status to "testimonial_requested" or "not_applicable".

For you

steps: 3 steps
Required plan: Free
Required integrations: FORMLOVA

What this workflow solves

Form responses arrive, but testimonial requests for high-satisfaction respondents still depends on manual checking, causing delayed or missed follow-up.

Best for

survey operations
customer feedback

Expected outcome

Each new response moves into a clear testimonial requests for high-satisfaction respondents state, so the team can focus on the next required action.

Setup notes

Select the email field and the main response or category field.
Confirm the notification or record destination before turning the workflow on.

FAQ

Can this work with an existing form?

Yes. Map the existing response fields to the required slots and adjust the notification or record destination.

Read the background

NPS Form Template -- CSAT, Score Calculation, and Follow-Up WorkflowLearn how to build an NPS form, calculate NPS, compare NPS with CSAT, collect reasons, and follow up with low-score respondents using FORMLOVA.FORMLOVA Form Automation Guide -- Auto-Replies, Routing, Sheets Sync, and MCP OperationsPlan form automation in FORMLOVA across auto-replies, routing, response status, Sheets sync, reminders, analytics, and MCP operations.Post-Submit Workflow: What Should Happen After a Form SubmissionA post-submit workflow guide for form submissions: confirmation emails, notifications, routing, ownership, status, follow-up, logs, and AI chat operations.

Workflows to use together

Post-survey Follow-upAn official workflow for post-survey follow-up based on score and free-text response.Low-score Survey Owner AlertAn official workflow for owner alerts for low-score survey responses.