Automated Vocal Video Pending Testimonial Chase
Every morning, WebRun checks your Vocal Video campaign for customers invited more than 5 days ago who still haven't recorded a testimonial, creates a Trello follow-up card for each one, and drafts a WhatsApp reminder for you to review and send.
How do I follow up with customers who haven't submitted a Vocal Video testimonial?
WebRun checks your Vocal Video campaign every morning for customers invited more than 5 days ago who still haven't recorded a testimonial, creates a Trello follow-up card for each one, and drafts a WhatsApp reminder for you to review and send. No pending invite gets forgotten, and no reminder goes out without your approval.
- Pending testimonial invites get a follow-up within 5 days
- Every reminder is ready to send, never sent without review
- Submitted testimonials are skipped automatically
Built for Marketing teams · Customer success · Small business owners · Agencies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
vocalvideo.comin a real browser with your saved login - no setup, no API keys. -
1
Vocal Video - check pending testimonial invites
vocalvideo.com
WebRun opens Vocal Video to check pending testimonial invites. - Open the campaign in Vocal Video
- List customers invited more than 5 days ago
- Keep only those who haven't submitted a testimonial
Done when Every invite older than 5 days without a submission is listed.
-
2
Trello - create a follow-up card
trello.com
WebRun opens Trello to create a follow-up card. - Open the follow-up board in Trello
- Create a card for each pending customer
- Note their original invite date
Done when A follow-up card exists for every pending testimonial invite.
-
3
WhatsApp - draft a reminder
whatsapp.com
WebRun opens WhatsApp to draft a reminder. - Draft a friendly reminder for each pending customer
- Reference the original invite
- Leave every draft unsent for your review
Done when A drafted reminder exists for every pending invite, ready for review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message customers without me?
No. WebRun only drafts the WhatsApp reminder. You review and send it yourself, nothing goes to a customer automatically.
How long does it wait before flagging an invite as pending?
5 days, giving customers reasonable time to respond before a reminder gets drafted.
What happens once a customer submits their testimonial?
The next morning's check reads the updated status in Vocal Video, so anyone who's submitted is skipped automatically.
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