Customer Content Collection System Playbook

This playbook outlines how to build and implement a customer content collection system that generates authentic video testimonials and user-generated content (UGC) for your brand. The system runs automatically 24/7 without requiring expensive creators, agencies, or marketplaces.

System Components

Your UGC system requires three main pages:

  • Information Page
  • Submission Form
  • Post-Submission Thank You Page

Required Tools

  • JotForm ($49/mo) - For form building and video collection
  • GemPages ($29/mo) - For landing page creation
  • Google Sheets - For tracking and scoring submissions
  • Shopify - For sending store credit/gift cards
  • Bunny.net ($1/mo) - For video storage (optional)

Information Page Setup

This page should:

  • Display your incentive offer clearly (e.g., "Earn up to $250 in store credit")
  • Show examples of good video submissions
  • Explain the submission process
  • Include an FAQ section addressing common questions

Submission Form Fields

Required Fields:

  • Video/Photo Upload
  • Reason for Purchase (long text)
  • Initial Reaction (long text)
  • Would You Recommend? Why? (long text)
  • Name
  • Email
  • Terms & Conditions Checkbox

Lead Generation Flow

Post-Purchase Sequence:

  • Order Confirmation Email - Add store credit offer
  • Shipping Confirmation Email - Reminder about video opportunity
  • Delivery Confirmation Email - Final reminder with direct form link

Review & Approval Process

  • Receive submission notification
  • Review video against scoring criteria
  • Calculate points earned
  • Generate store credit code for approved videos
  • Send approval/rejection email

Step-by-Step Setup Guide

1. Create Your Information Page

Your first step is building an information page that clearly outlines your program. This page should:

  • Display your incentive offer prominently (e.g. "Earn up to $250 in store credit")
  • Show examples of ideal video submissions to set expectations
  • Include a clear process explanation
  • Feature an FAQ section addressing common questions like video length, approval process, and compensation timeline
Estimated Time: 30 minutes

2. Build Your Submission Form

Using JotForm, create a submission form with these essential elements:

  • Video/photo upload capability (file upload)
  • Reason for purchase (long text)
  • Initial reaction description (long text)
  • Product recommendation and reasoning (long text)
  • Basic information fields (name, email)
  • Scrollable Terms & Conditions

Important Settings: Enable file uploads up to 1GB, turn off auto-responder emails, set up notification emails for your team.

3. Design Your Thank You Page

Create a post-submission page that:

  • Confirms receipt of their submission
  • Explains the review timeline
  • Introduces your referral program
  • Outlines additional earning opportunities
Estimated Time: 30 minutes

4. Set Up Your Incentive Structure

Implement a tiered reward system based on video quality:

90-100 points $250 store credit
75-89 points $100 store credit
50-74 points $50 store credit

5. Create Your Automated Lead Flow

Set up these automated touchpoints:

  • Post-purchase email sequence introducing the program
  • Order confirmation page with program mention
  • Updated Shopify notification emails with program information
  • Optional: Community outreach, customer service email footers