This is a custom add-on that is available in both the Automation Center and Interactions. If you would like to use this node, please contact your Client Success Manager.
This add-on allows you to send contacts a message containing a Trustpilot Service Review or Product Review invitation link. With the invitation link, contacts can leave a Service Review (star rating) or write a Product Review on Trustpilot.
Once a review is submitted, Emarsys will import the star rating of the service review, or the item IDs and timestamp of the product review to your Emarsys contact database for further use.
To ensure smooth operation with the Trustpilot third-party system, this add-on is designed to work asynchronously - meaning that the Emarsys node requests an invitation link from Trustpilot when the contact passess through the automation, and then, once the link is received, the node triggers an external event to send this link to the contact.
Therefore, you will need 2 automations to construct the full journey:
- One which receives a purchase event, and contains the Trustpilot node (which will trigger an external event once the Trustpilot review link is received); and
- A second one which captures this external event, and sends the actual email or message.
Contact matching: To import service ratings or product review information, the add-on connects to Trustpilot’s system every day to read this data. This exchange of information uses the contacts' email address to match contacts stored in Emarsys to contacts stored in Trustpilot. Please note that the contact matching process requires no further configuration steps.
Prerequisites
- From your existing Trustpilot account: your username, password, and business domain.
- Product data available in Emarsys (to retrieve product information that is required by Trustpilot). This is only required for Product Reviews.
Use cases
Service Review:
- Transactional: Invite contacts who purchased a product to submit a service review (delivery, sales funnel experience) with a transactional program. You can then create a segment including contacts who received specific ratings.
- Batch: Have you introduced a new service? Send a review invitation to a segment of contacts to measure its impact.
Product Review:
- Transactional: You can invite contacts who made a purchase to submit a product review X days following the purchase.
- Batch: You can export a list of contacts who have submitted a product review in the last X days for use in your services process.
Configuring the Trustpilot add-on
To use the Trustpilot node in your Automation programs, you first need to connect your Emarsys account with your Trustpilot account. This is normally a one-time setup, but needs to be updated whenever you change your Trustpilot account password, or need to update the Trustpilot API credentials.
Here is what you need to do to configure the Trustpilot add-on:
- Navigate to Add-ons > Trustpilot.
- When the Trustpilot page loads, Emarsys tests the connection with the current parameters:
- If the connection cannot be established, you will be prompted to set up the connection.
- If the connection is live, you will see a success message displayed, and be asked to close this tab.
- During initial setup, you need to enter the following information:
- Your website domain (as it is stored in your Trustpilot account),
- Click Connect. A new browser tab with Trustpilot’s login window will open, where you will be asked to enter your username and password.
- After closing the tab, you will get back to the browser tab where the Trustpilot add-on page is open, and you will see that your connection has been successfully confirmed.
- Switch to the Import Settings tab. Here you need to:
- Select the contact database field where you want to store the Service Rating Field (first, you need to create the field).
- Select the contact database field where you want to store the Service Rating Date (first, you need to create the field).
Using the Trustpilot node in an Automation program
Here is what you need to do to send a Trustpilot Service or Product review invitation with every order made on your website:
- Navigate to Automation > Automation Programs and open your existing order confirmation program and add the Trustpilot node after your order confirmation Send email node.
- Double-click the Trustpilot node.
- Select the Invitation Type. The following types are available:
- Service
- Product review
- Select a Feature. Currently, only the Invitations option is available which means that you can send a Service or Product review invitation to contacts.
- Select an External Event: this external event will be fired by the node when a contact passes through this node. The external event payload will include the contact details and the invitation link received from the Trustpilot system.
- For Product reviews, you have the option to select the source of the product information. The node will take product information from the external event that triggered the program (order confirmation in this example). This original event should contain all the
item_id
s that are included in the purchase, in which case you can:- Use the External Event Attribute: if you use an external event to trigger your order confirmation emails, you can use the data already available in this event. You need to enter the event attribute that contains the list of purchased item IDs.
- Use a Contact Database Field where a list of purchased item IDs are available. This is more for batch use cases, using, for example, the
Predict last purchased products
field. - You need to enter the list separator used for item IDs in the external event attribute or the contact database field.
- The following options refer to the product data you store in Emarsys. Since the Source for the item ids (selected in the previous step) only contains the item IDs themselves, you need to specify where the node can fetch other product information (which are required by Trustpilot). Usually, these would be the standard Web Extend product data fields, but you can customize them and set these fields here:
-
Product Title Field: the field in your product data that contains product names for this journey (might be a localized
title_XX
field). -
Product URL Field: the field in your product data that contains product page URLs for this journey (might be a localized
link_XX
field). -
Product Image Field: the field in your product data containing the product image URL. This is usually called
image
orzoom_image
.
-
Product Title Field: the field in your product data that contains product names for this journey (might be a localized
- To save the node settings, click Done, then save the program.
- Create an email campaign that will be sent for Service or Product reviews and edit its content.
- Use the
{{event.invitation_link}}
placeholder to insert the Service review invitation link into your email body.
- Save your email campaign.
- Create a new Behavior-focused journeys (Interactions) program (Trustpilot service review invitation in the following example).
- Select the External event trigger and choose the external event you created in Step 5.
- Add a Wait node to the program and set it to wait X days to allow for the services or product trial to actually happen.
- Add an Send email node to the program, double-click it and select the campaign you have just created.
- When you are ready, save and activate the program.
Reporting
You can check system reports on the daily imports of service ratings or product rating dates on the Add-ons > Trustpilot > Cron Reports tab.
You can check the number of contacts passing through the node on the Program Summary page and details about the emails sent out on the Email Analysis page.
Troubleshooting
It might happen that the connection between the Trustpilot and Emarsys is lost by changing the Trustpilot API credentials. In this case, the node fails - we recommend setting up notifications and fail-safes to manage this possibility.
The first troubleshooting step should always be to open the node configuration on the Add-ons > Trustpilot page.
- If the page does not load at all, please contact Emarsys Support.
- If the page loads, then it will perform a check on the connection status displaying a warning. Now you can enter the new API credentials that you received from Trustpilot and reconnect.