Goals and Outcomes
The Site Review After Invoice feature enables you to send review requests based on invoice data rather than standard order integration—especially useful for non-supported platforms.
In this article, you will learn how to configure Site Review After Invoice, customize the email template, test the setup, and understand spam limitations.
Important
Only use this feature if you cannot successfully integrate the Automatic Review Request feature.
This feature can be added upon request on selected Yotpo plans. To find out if this feature is included in your plan, check out our pricing page.
Feature Overview
This solution reads invoices instead of normal orders, and operates with two key differences:
All reviews submitted through this flow are Site Reviews and will display with a Verified Reviewer badge.
The customer’s name is not automatically pulled from the invoice; it comes from the reviewer’s email address or associated contact name.
Customer Name Properties
The customer's name isn't pulled automatically from the invoice. The name is pulled from the email address associated with the relevant customer.
This means that the name that is included in the Site Review After Invoice will be one of the following options:
If the source email where the Site Review is sent from has a name associated with the destination email address (i.e. the destination email and its details exist in the sender's contact list), that name will be pulled. For example, if johnsmith@yotpo.com has the name John Smith associated with it in the source email's list of existing contacts, the review request will use the name John Smith
If there is no name associated with the destination email address, meaning it isn't part of the source email's existing contact list - the username of the email will be used (i.e. everything that precedes the @ section of the email address). For example, johnsmith@yotpo.com will have the johnsmith on the review request
Getting started
To enable Site Review After Invoice:
In your Yotpo Reviews admin, go to Emails > Site Review After Invoice. If you don’t see this option, first verify that your plan supports the feature. If it does and the option is still unavailable, contact Yotpo Support to have it manually enabled on your account.
Feature Process
Configuring the "From" Email
Enter the 'from' email address(es) for the invoice email sent to your customers, for example, orders@mystore.com, in the Please enter your invoice email address field.
Note
Separate multiple email addresses by a comma ","
Configuring the BCC email
Copy the special email address that Yotpo gives you to the bcc field in the email service that you are using to send invoices to your customers:
Configuring the Review Submission Settings
Yotpo allows you to choose how customers will submit their site reviews after receiving an invoice.
Use the Review collection form dropdown to select your preferred review submission experience:
Option | Description |
|---|---|
Auto-optimize | Automatically detects the customer’s device and email client, displaying the review form in the format that’s most compatible and optimized for that user. |
Landing page | Sends customers to a dedicated external page where they can submit their review after clicking the star rating in the email. |
Configuring the Review Request Email
To change the content of the review request:
Subject: type the text you want to appear in the Subject field
Body: type the text you want to appear in the Body field
Call To Action: type in the action you ask of your customer
Signature: type the text you want to appear in the Signature field
You can use the following variables, which will be replaced in the review request:
{user} - the name of the reviewer
{store_name} - the name of your store
Spam Limitations
Spam limitation rules ensure that your customers receive the optimum number of emails at the most appropriate intervals and are not spammed.
The following rules apply to these emails:
The email will not be sent to recipients who have unsubscribed.
The email will not be sent to customers who have already submitted a site review via this flow.
To learn more about email policies and spam limitations, go to Email Policies.