--- title: "Sending a Manual Site Review After Invoice" slug: "sending-a-manual-site-review-after-invoice" tags: ["Reviews ", "Adobe Commerce (Magento)", "Shopify Plus", "Shopify", "WooCommerce", "BigCommerce", "Volusion", "Salesforce Commerce Cloud", "Custom"] updated: 2026-08-19T13:37:59Z published: 2026-08-19T13:37:59Z canonical: "support.yotpo.com/sending-a-manual-site-review-after-invoice" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Sending a Targeted Site Review after Invoice Products Reviews ###### Supported plans Starter, Pro, Premium, Enterprise ###### eCommerce Platform Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, WooCommerce, Volusion, Salesforce Commerce Cloud, Custom ## Goals and Outcomes The Site Review After Invoice feature enables you to send review requests based on invoice data rather than a standard order integration - especially useful for [unsupported platforms](https://support.yotpo.com/docs/supported-platforms-for-reviews-and-visual-ugc). In this article, you will learn how to configure Site Review After Invoice, customize the email template, test the setup, and understand spam limitations. > [!CAUTION] > **Important** > > - Only use this feature if you cannot successfully integrate the [Automatic Review Request feature](https://support.yotpo.com/docs/creating-a-review-request). > - 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**](https://www.yotpo.com/pricing/?utm_source=yotpo_KB&utm_medium=link&utm_campaign=yotpo_KB_Site_Review_Automation) ## 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](https://support.yotpo.com/v1/docs/reviewer-badges#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**](mailto: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**](mailto:johnsmith@yotpo.com) will have the **johnsmith** on the review request ## Getting started To enable Site Review After Invoice: 1. In your Yotpo Reviews admin, go to **Emails >** [**Site Review After Invoice**](https://reviews.yotpo.com/#/tools/site_review). If you don’t see this option, first verify that your [plan](https://www.yotpo.com/pricing/?utm_source=yotpo_KB&utm_medium=link&utm_campaign=yotpo_KB_Site_Review_Automation) supports the feature. If it does and the option is still unavailable, contact [Yotpo Support](https://reviews.yotpo.com/#/support_modal) to have it manually enabled on your account. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/invoice.gif?sv=2026-02-06&spr=https&st=2026-11-03T10%3A22%3A15Z&se=2026-11-03T11%3A22%3A15Z&sr=c&sp=r&sig=6XY1bIO%2By416r4Rkn3gruiIF6vA3%2FigK3WLzTT9CxFA%3D) ## Feature Process #### Configuring the "From" Email In the **Please enter your invoice email address** field, enter the email address used to send invoices to your customers, for example, [**orders@mystore.com**](mailto:orders@mystore.com). > [!CAUTION] > Note > > Separate multiple email addresses with a comma. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/invoice_email.gif?sv=2026-02-06&spr=https&st=2026-11-03T10%3A22%3A15Z&se=2026-11-03T11%3A22%3A15Z&sr=c&sp=r&sig=6XY1bIO%2By416r4Rkn3gruiIF6vA3%2FigK3WLzTT9CxFA%3D) #### 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: ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/image(536).png?sv=2026-02-06&spr=https&st=2026-11-03T10%3A22%3A15Z&se=2026-11-03T11%3A22%3A15Z&sr=c&sp=r&sig=6XY1bIO%2By416r4Rkn3gruiIF6vA3%2FigK3WLzTT9CxFA%3D) ## 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. | ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/4. Configuring the Review Collection Form.png?sv=2026-02-06&spr=https&st=2026-11-03T10%3A22%3A15Z&se=2026-11-03T11%3A22%3A15Z&sr=c&sp=r&sig=6XY1bIO%2By416r4Rkn3gruiIF6vA3%2FigK3WLzTT9CxFA%3D) ## 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.** > [!TIP] > **Tip** > > Email apps may display colors differently in **Dark and Light mode**. To help ensure star ratings remain visible for all recipients, **avoid** using **pure white** or **pure black colors**. You can use the following variables to personalize the review request: - **{user}** - the name of the reviewer - **{store_name}** - the name of your store ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/5. Customizing your email.gif?sv=2026-02-06&spr=https&st=2026-11-03T10%3A22%3A15Z&se=2026-11-03T11%3A22%3A15Z&sr=c&sp=r&sig=6XY1bIO%2By416r4Rkn3gruiIF6vA3%2FigK3WLzTT9CxFA%3D) ## **Spam Limitations** Spam limitation rules help prevent customers from receiving too many review request emails. The following rules apply to these emails: 1. The email will not be sent to recipients who have unsubscribed. 2. 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](https://support.yotpo.com/docs/email-policies). ## Related - [Creating a Review Request (Legacy)](/creating-a-review-request-premium-enterprise.md) - [Review Request Email Policies](/review-request-email-policies.md)