Invites

Use Invites to send personalized email invitations to customers and ask them to review your profile pages. You send automatic review requests and reminders at the perfect moment for a better review rate.

What are Invites?

Invites let you create targeted email campaigns that ask specific recipients to leave a review on one of your profile pages. Each invitation includes:

• Email Invitations: Send personalized emails to customers and target audiences.
• Audience Targeting: Reach specific groups and track which audiences respond best.
• Engagement Tracking: Monitor delivery, opens, clicks, and review completion rates.

Your plan includes a monthly invitation quota (e.g. 300 per month) which resets on a fixed date (based on your subscription date). One credit includes all emails sent to a customer, meaning one credit corresponds to one invite record, not one individual email.

Open Invites

In the Trustify App, go to Apps → Invites.

On this page you can:

• View all invitations with their profile page, recipient count, scheduled date, and reminder status.
• Create a new invitation.
• Delete existing invitations.

Create an invitation

Click + Create Invitation and complete the five setup steps.

Step 1 – General Information

• Invitation Name: An internal name for the campaign (e.g. Summer Campaign 2025).
• Profile Page: Select the profile page recipients will be invited to review.
• Survey: If the selected profile page has surveys, you can also select a survey to collect more data.

Click Next.

Step 2 – Add Records

Add the recipients for this invitation. You can add them manually or via CSV upload.

Manual entry – fill in the following fields for each recipient:

Click + Add Record to add the recipient to the list.

CSV Upload – upload a .csv file with one recipient per row.

The accepted columns are:

• email — required
• first_name, last_name, company — at least one is required
• language — optional (en, de, fr; defaults to English)

With header row example:

email;first_name;last_name;company;language
[email protected];John;Doe;Acme Inc.;en
[email protected];Jane;Smith;;de

Without header row: columns must be in this exact order: email, company, first_name, last_name, language.

Click Next.

Step 3 – Review Records

Review the recipients you have added. Remove any incorrect entries before proceeding.

Click Next.

Step 4 – Customize Email

Personalize the invitation email sent to your customers.

General settings (apply to all emails regardless of recipient language):

• Logo: Upload your company logo to display in the email.

Language-specific settings – configure the email content separately for English, German, and French:

• Subject: The email subject line.
• Introduction: Opening message of the email.
• Closing: Closing message of the email.

Use :profilePage as a placeholder in the subject or body to automatically insert the profile page name.

Click Next.

Step 5 – Schedule

Choose when to send the invitation.

• Send date & time: Select a specific date and time for delivery.
• Send immediately: Enable this option to send the invitation as soon as it is created (ignores the scheduled date).
• Send reminder: When enabled, a reminder email is automatically sent to recipients who have not left a review within 2 days.

Click Finish to create the invitation.

Invitation details

Click on an invitation in the list to open its detail view.

The detail view shows:

• Name, profile page, and linked survey
• Scheduled date and reminder date
• Delivery rate: Percentage of emails successfully delivered.
• Success rate: Percentage of recipients who completed a review.
• Statistics chart: Visual breakdown of email events (Sent, Delivered, Opened, Clicked, Complained, Rejected) over time.

Recipients table

At the bottom of the detail view, a table lists all recipients with:

• Email address
• Name
• Language
• Delivery status (e.g. Delivered, Clicked)
• Date the review was created (if applicable)