Advocacy automations
5 automation jobs within Success & Retention → Advocacy.
Case Study and Testimonial Request Automation Trigger case study and testimonial requests off genuine positive moments, with approval tracking so drafts don't stall indefinitely in someone's inbox. Customer Advisory Board Invitation and Logistics Tracking Track CAB member eligibility, invitations, RSVPs and session logistics automatically, so board composition and attendance don't erode meeting to meeting. Customer Advocacy Asset Usage Tracking Track where and how customer case studies and testimonials are actually used, against approval scope and expiry, instead of a static asset library. Customer Reference Program Tracking and Matching Track reference customer willingness and fatigue, and match references to prospects by real fit instead of defaulting to the same three happy accounts. G2 and Capterra Review Request Automation Trigger review requests on genuine positive moments with escalation suppression, so a support incident doesn't turn into a one-star public review.