Send invitations by copy-pasting customer data from a document

This feature is included in the Free plan

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If you only want to invite a few customers manually, you can copy-paste their data from a spreadsheet or document into your Trustpilot Business account. Here’s how to do it.

  1. From your Trustpilot Business account, navigate to Get reviews > Invite Customers.
  2. Under Invite manually, select Copy-paste customer data- Service reviews.
  3. Copy-paste your customers' data from your spreadsheet or text editor to the text box. Be sure to separate the data by tabs, semicolons (;) or commas (,). You can copy up to 300 customers at a time.

  1. Check the order of the columns. They must be in this order: (1) email, (2) name, (3) reference number. Click Continue.
Note: The reference number field should not contain special characters like # or *. If you need to use special characters, use / or - instead.
  1. In Add Invites, you can add more customers one by one. If you don’t want to add more, or are satisfied, click Continue.
  2. In the Sender name field, enter your sender information. Select the Reply-to email address from the drop-down menu. Click Continue.

  1. In Create your invitation email, click Select template.

  1. In the dialog box under Optimized templates by Trustpilot, choose the language and template you would like to use for your invitation. Click Select this template.
  2. In the Send your customers to this website to write their review drop-down menu, select the local Trustpilot website that you want to send your customers to when they write their review. Click Next.

  1. Review your data. If you're satisfied, click Send Invitations.