Send invitations by uploading a file with customer data (service reviews)

If you want to invite customers to write service reviews, you can create a CSV file that contains their information, then import it to your Trustpilot Business account. Here’s how.

IMPORTANT

● All New (paying and free) customers that sign up on or after Oct 1, 2020 will have 90 days from first use to upload a file with customer data.

Existing paying customers, FileUpload will be limited to 90 days from the effective date of contract renewals on or after Nov 1, 2020.

Existing free customers will have access to FileUpload for 90 days from first use on or after Oct 1, 2020.

  1. From your Trustpilot Business account, navigate to Get reviews > Invite Customers.
  2. Under Invite manually, select Upload a file - Service reviews.
  3. Click on Select file and upload your CSV file. The columns in the CSV file must include the following data in this order:
    • Customer email
    • Customer name
    • Reference number
  1. Check your customer data to make sure it's correct, then click Continue.
  2. In the Sender name field, enter your sender information. Then select the Reply-to email address you would like the invitation to be sent from in 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.