Customize your invitation template

This feature is part of the Enhance add-on module, the Growth plan, and the Scale plan.

This feature is included in the included in the Advanced and Enterprise plans.

We provide optimized templates that are easy to customize, to help you create the right look for your review invitations. Add your logo and personalize your emails to match your business’s branding.

We don't provide support for creating and editing customized templates.

Before you start creating your invitation template, check out this article that goes over our guidelines and best practices for template formatting. Once you've familiarized yourself, you can get started.  

Copy an existing template

To create a customized review invitation, the first thing you need to do is make a copy of an existing template.

  1. In Trustpilot Business, go to Get reviews > Email templates. Click Select template.
  2. Under Optimized templates by Trustpilot, choose a language from the drop-down and one of the 3 template options:
    • For non-purchase experiences
    • For purchase experiences (Best in test)
    • Optimized for product reviews
  3. Click Select this template.
  4. Click Edit template. A dialog box will appear. Enter a name for your template, choose the Type of template, then click Save.

Customize your template

Now that you've saved a copy of the template, you can start to make it your own. You can edit the text directly within the text editor, and use the toolbar to format your text. 

To make edits to the template, all you need to do is:

  1. Find your template and make your edits. Once you're satisfied, click Save template.
  2. A dialog box will appear. Click Yes, save and overwrite to confirm.

Add your logo

Want to add your business's logo to the template? Follow this video tutorial:

  1. In the Content section, place the cursor where you want to add your logo. Click the image icon, paste your logo's URL, then select OK.
  2. Click Save template. A dialog box will appear. Click Yes, save and overwrite to confirm.

Reminder templates

You can also edit the template of the invitation reminder emails you send to customers.

  1. In Trustpilot Business, go to Get reviews > Email templates.
  2. Find your template, then click Reminder.
  3. Make your edits to the template. Once you're satisfied, click Save template.
  4. A dialog box will appear. Click Yes, save and overwrite to confirm.

Preview your template

Want to see how your invitations will look before sending them out to customers? No problem.

At the bottom of the editor, click Send test email... to send a test invitation to yourself or Show preview of email to generate a preview.

Analyze template performance

Our template comparison tool allows you to see how your templates have been performing over the past 12 months.

To find the tool, go to Analytics > Performance > Invitation conversion. Click Compare your templates at the top of the page. 

Template comparison tool example

From here, you'll be able to compare up to 4 templates against the current average of other business templates with the same primary category. 

Select which templates to compare by using the filters on the top menu, then simply hover over the template's bar graph to view it's conversion rate. You'll also see a list at the bottom of the page, with some information about your chosen templates. 


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