Creating a Targeted Site Review Request

      Creating a Targeted Site Review Request

        Article Summary


        Supported plans

        Starter, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, WooCommerce, Volusion, Salesforce Commerce Cloud, Custom

        Targeted Site Review Requests allow you to leverage your existing customer information to generate site reviews and solidify your brand and reputation. This is a great way to accumulate site reviews that will highlight the service side of your business and help you meet the criteria for Google seller ratings.

        In this article, you'll learn how to create a manual site review request and send it to your customers.

        Getting started

        Targeted site review requests generate reviews from your list of customer names and email addresses, thereby allowing you to ask a selected list of your customers for a site review request.

        To access your Manual Review Requests for Site Reviews:

        1. In your Yotpo Reviews main menu, go to Emails > Targeted Site Review.
        2. Click the Site Reviews tab.
        Please note:

        Customizing targeted review request emails

        Yotpo offers you the flexibility to customize the review request email. You can personalize your review requests by utilizing shortcodes to engage your customers and configure the email form type to optimize compatibility. 

        As review request forms are rendered differently across various browsers, devices, and email clients, Yotpo offers you the ability to choose the form type you wish to display to your customers. The Review Submission Settings allow you to choose between the form types outlined below.

        Auto-optimize (default)Automatically detects the device and email client used to open review request emails and will display either the In-mail form or a landing page offering optimal compatibility.
        Landing pageUpon clicking on the star rating, your customer will be directed to submit their review via an external landing page. 
        For best results, select the Auto-optimize setting.

        Editing the email subject

        1. Edit the text in the Subject field
        2. Click the Save Changes button at the bottom of the screen

        Editing the email body

        To make the most of your Site Review Requests, we recommend clarifying to your customers that you are asking them to leave a review of your overall shop experience (customer service, shipping speed, etc.) so that customers who have already reviewed a product will be motivated to review your shop as well.

        1. Edit the text in the Body field
        2. Click the Save Changes button at the bottom of the screen

        Adding shortcodes to your email

        Shortcodes are dynamic parameters for engagement and use data from your store to turn each Automatic Review Request into a specific email rather than sending out a general email every time.

        These are the shortcodes you can use:

        {user}Including this shortcode will automatically add your customer’s name to your message.
        {store_name}Including this shortcode will automatically add your store’s name to your message, as stated under your account’s settings (see Store tab).

        Editing the email signature

        Make the signature reflect a person and not just a generic company.

        1. Edit the text in the Signature field
        2. Click the Save Changes button at the bottom of the screen

        Yotpo's spam filter

        Yotpo's Spam Filter helps you avoid sending your customers excessive review requests.


        If the box is unchecked, we’ll send a manual site review request to customers who have not received any of the following emails over the past 14 days:

        If the box is checked, we’ll send a manual site review request to customers who have not received any of the following emails over the past 14 days

        The shopper must also not be due to receive any review request emails within the next 2 days.

        Sending a test email

        You can send a test email to see how the review request form appears in an email client.

        1. Click Send Test. The email address pop-up opens. Edit the address if you want. The default is the email associated with the account.
        2. Click Send.

        Uploading a CSV file of your target customers

        We recommend that you download the sample file and edit it. You can download it by clicking Download Example.

        Downloading the file

        1. Log into Yotpo Reviews.
        2. Go to the Moderation tab
        3. Click on Reviews and Q&A.
        4. Click Export all reviews. You will receive a link to download a CSV (comma-separated value) file with the reviews in the email associated with the account. 
        5. Edit this file to choose which customers you want to receive the site review request. You can add other email addresses that you may have as well.
        We recommend using LibreOffice or Google Sheets when working with the downloaded file.

        CSV file structure

        The format of the CSV file should be identical to the example CSV file.

        randy@example.comRandy Schultz
        helen@example.comHelen Harden

        CSV file encoding

        We recommend using LibreOffice or Google Sheets when working with the downloaded fileThe CSV file must be saved in UTF-8 encoding.

        If you are unable to do so through your Excel version, follow the steps given here.

        Make sure you do that before proceeding to the next step of uploading the file.

        Uploading the CSV file

        1. In Yotpo Reviews, go to Collect Reviews.
        2. Click Manual Review Requests and choose the Site Reviews tab.
        3. Click Upload.
        4. Browse for the CSV file.
        5. Click Open.
        Please note:
        The CSV file you upload should have only 2 columns (name and email address) with up to 2,500 customers and must be in UTF-8 encoding.

        Error messages

        If there is a problem with the file that you uploaded, you will receive an error message. The following table lists the messages in the Admin, their meaning, and suggested solutions.

        You cannot send Manual Review Requests if you see one of these error messages. 

        File is not valid. Please check the exampleThe file does not contain the mandatory columnsCheck the file against the example in the Admin and upload the file again
        More than 2500 emailsThe file contains more than 2500 rowsEdit the file and upload it again
        No valid emailsThe file contains the mandatory files, but no names or valid emailsCheck the file against the example in the Admin and upload the file again

        if there at least 1 valid record, “X valid emails” is displayed and you can click “Send"

        Sending site review requests

        Please note:
        Once a customer writes a review via the Manual Site Review Request, a verified reviewer badge will appear next to their name in the Reviews Widget.

        Once you have uploaded the CSV file and are happy with the email content, click Send.

        After the list is processed, you receive an email with a delivery summary and an attached CSV file that indicates specific errors.

        "Hi Yotpo Reviews,
        300 Emails were sent successfully.
        5 Emails were invalid or failed to send.

        Download the attached file to view the report."The reviews that you receive from the TSR emails will appear in your Reviews Tab and/or dedicated testimonial page (SEO Page).

        Error messages

        Error messages are shown in the "Failures" column in the CSV file that is sent to you after the site review requests are sent.

        Email is requiredThe row does not contain an email address.Enter an email address.
        Insert valid email addressThe email address does not use the format user@domain.Check the email address.
        Name is requiredThe name of the recipient is missing.The row does not contain a reviewer name
        Duplicate emailThe email address is included more than once in the file.Remove any duplicate email addresses.
        Exceeds review request limitYou have sent the maximum number of emails.-
        User unsubscribedThe customer has requested not to receive review requests.-
        A review request was sent within the last 14 daysThe customer already received a site review request.You need to wait 14 days between sending site review requests to the same email address.
        Another review request is scheduled for this customer within one dayThe customer is due to receive an Automatic Request within the next day.-
        Failed to send email (General error)The number of undelivered emails. Failure to deliver an email can occur if the recipient's mailbox is full (over quota), the recipient's email server is down or offline, the email message is too large, or if the email triggered a spam filter.-

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