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In this article, you’ll learn how to schedule your invitation delivery time and frequency, plus how to set up invitation reminders.
From your Trustpilot Business account, navigate to Get reviews > Invitation Settings > Timing and frequency.
Schedule invitation delivery date
Select the amount of time you’d like to pass between when a customer makes a purchase or uses your business.
For service review invitations:
Under Send a service review invitation, select the number of days, weeks, or months from the drop-down menu.
For product review invitations:
You have two options. Under Send a product review invitation, choose between sending Together with the service review invitation or As a separate invitation. If you choose to send the invitations separately, use the drop-down menu to choose the number of days, weeks, or months that should pass between when the initial service review invitation is sent and when the product invitation is sent.
By default, invitations will be sent to customers after 7 days. We recommend this delay to ensure enough time until the customer receives their order.
Choose invitation send time
You can choose what time your invitations are sent to customers. From the drop-down menu under Send invitations at this time of the day, select a certain time (all times are in UTC).
You also have the option to send emails at an automatically optimized time. This time is calculated using past customer data to determine what time of day users have typically been most responsive to invitations. To use this function, select Optimize automatically in the drop-down menu.
You have several options for how often invitations are sent to customers that make multiple purchases from your business. If you want to send an invitation after each purchase, enable the Each customer should be invited to write a review after every purchase they make option. If not, you can choose from the other two options: Enter the number of days until they should be invited again, or select a default of 3 years.
If you’d like to send reminders to customers you’ve invited, but haven’t left a review yet, enable the checkbox under Invitation reminders. From the drop-down menu, choose how many days or weeks you would like to pass between when the original invitation is sent and when the reminder is sent. Click Save changes.
To successfully send a reminder, three things need to happen:
- You must enable reminders before you create an invitation.
- Reminders must be enabled when the invitation is scheduled to be sent.
- The reviewer hasn't posted a review by clicking on the link in the original invitation.
Note: If you disable invitation reminders, all queued invitation reminders will be cancelled and won't be sent.
If you want to learn how to configure your invitation email settings, check out this article.