Boast Testimonial Collection Workflow (Delivery)

Boast Testimonial Collection Workflow (Delivery)

1. 01

   Create a new form in the Boast dashboard

   Navigate to the Forms section and click 'Create Form'. Choose a template or start blank. Name the form after the client and the specific service category, e.g., 'Acme Dental - New Patient'. Set the video field to allow up to 5 minutes for Basic or 10 minutes for Team plans.

2. 02

   Configure the automated email and SMS request sequences

   In the Sequences tab, set up a trigger that sends a request 24 hours after a service appointment. Use the built-in email editor to personalize the message with the client's brand. For SMS, ensure the client's plan includes SMS sequences (Team plan and above).

3. 03

   Embed the testimonial widget on the client's website

   Copy the embed code from the 'Embed' section of the form. Paste it into the client's site, typically on the homepage or a dedicated testimonials page. Verify the widget displays correctly and that video submissions appear in real-time.

4. 04

   Connect Google and Facebook review publishing

   In the Integrations settings, link the client's Google Business Profile and Facebook page. Enable automatic publishing of approved video testimonials to these platforms to boost local SEO and social proof.

5. 05

   Set up Zapier integration for downstream distribution

   Create a Zap that triggers when a new testimonial is collected. Send the video URL and metadata to the client's CRM, email marketing tool, or a shared Google Drive folder. This ensures testimonials flow into existing workflows without manual export.

6. 06

   Monitor response volume and video quality

   Weekly, review the Responses dashboard to track the number of submissions against the plan's monthly limit (e.g., 50 for Basic, 150 for Team). Check video resolution and length to ensure they meet the client's standards. Flag any low-quality submissions for follow-up.

7. 07

   Curate and deliver testimonials to the client

   Compile the best video testimonials into a monthly report. Include direct links to the videos and suggestions for social media posts. Deliver this via email or a shared document, and note any trends in customer feedback that could inform the client's marketing strategy.