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Automatic Review Requests Guide

Updated over a week ago

Overview

Automatically collect customer feedback by sending perfectly timed review request emails.

Review Request Metrics

Key Performance Indicators

  • Requests to be Sent: Number of orders with pending review request emails

  • Review Requests Sent: Total number of review request emails dispatched

Review Request Metrics

Interactive Dashboard Features

  • Click on metrics for detailed information

  • View individual order email statuses

  • Apply filters to find specific orders

Dashboard Features

Automatic Review Request Settings

Configuration Options

  • Status: Toggle on/off as needed

  • Email Timing: Customizable between 1-90 days

  • Trigger Options:

    1. Fulfillment

    2. Purchase

    3. Delivered

Review Request Settings

Trigger Options Explained

Fulfillment

  • Sends review request after order processing

  • Triggered when merchant prepares order for shipping

Purchase

  • Sends review request after customer completes purchase

  • Immediate follow-up after payment

Delivered

  • Sends review request after product confirmed as delivered

  • Ensures customer has received and used the product

Example: Setting "15 days after Fulfillment" sends review requests 15 days after each order is fulfilled.

How review request emails handle multiple products in one order

When an order contains multiple products, TrustWILL sends one review request email per order, rather than separate emails for each product.

All products in the order are displayed together within the email. Each product includes its own review entry point, allowing customers to submit reviews for individual items directly from the email.

Email Template Customization

Template Types

Email Template Types

Embedded Rating (Recommended)

  • Customers rate products directly in email

  • Compatible only with Gmail

  • Most seamless experience for Gmail users

Pop-out

  • Used for non-Gmail email providers

  • Directs customers to a separate review page

  • Ensures universal review accessibility

Template Examples

Embedded Rating Template:

Embedded Rating Template

Pop-out Template:

Pop-out Template

Follow-up Reminder Emails

Key Features

  • Customizable timing (1-90 days)

  • Targeted to non-responsive customers

  • Independent toggle status

Follow-up Reminder Settings

Photo/Video Reminder

Encourage Visual Content

  • Rating filter options:

    • 4 stars and up

    • 5-star reviews only

    • All reviewers

  • Independent on/off toggle

Photo/Video Reminder Settings

Email Template Personalization

Customize email communications to match your brand voice and style.

Email Template Customization

Exclude Products from Review Requests

Selective Review Request Control

  • Prevent review requests for specific products

Exclude Products

Exclusion Steps

  1. Navigate to "Exclude specific products"

  2. Click "+ Add Product"

  3. Select products to exempt

  4. Save selections

Product Exclusion Process

Parcel Panel Integration

Delivery Status Tracking

  • Automatically identifies delivered orders

  • Optimizes review request timing

  • Improves response rates

Best Practices

  • Personalize email templates

  • Time review requests strategically

  • Use follow-up reminders

  • Encourage visual content

  • Continuously monitor and adjust settings

Support

For any questions or assistance, contact our support team.

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