Trustindex User Manual

DASHBOARD

On the Dashboard, you can see the 2-step Setup Guide. By going through this guide, you
can get 100% of the software’s functionalities and gain more customers. It takes about
2 minutes to complete!
PLATFORM SETUP

First, you have to connect your Trustindex account to the platforms you have
reviews on.

Currently you can choose from 100+ platforms, and we’re continuously adding new
platforms to the list:

 Google
 Facebook
 Yelp
 Amazon
 Tripadvisor
 Booking.com
 Airbnb
 Hotels.com
 Trustpilot
 Opentable
 Foursquare
 Bookatable
 Capterra
 Thumbtack
 Szallas.hu
 Árukereső.hu
 …And many more.
Once you made the connection, you have the option to either connect another platform or start
creating widgets.

WIDGET CONFIGURATOR

Add new website widget

You can choose from 35 widget layouts and 25 styles to best fit the pages of your
website or webshop. It is best to use different widget layouts at different places and
customize them accordingly.

In the configuration page, you can quickly configure a preview to see how a
given widget layout and widget style would look like on each platform. This preview
feature can significantly accelerate the selection process.

If you choose to display your reviews from “All platforms” in the quick
configuration, you can aggregate all your reviews in 1 widget!

The „slider” widgets (horizontal layout) are the most popular.

After selecting your widget, you can fully customize it.

 WIDGET CUSTOMISATION

After deciding on a preferred style, you will enter the Style editor.

 Widget name:
Add a different name to each widget for easier differentiation.

REVIEW FILTER

 Rating filter:
here you can select to only display reviews that are a certain star rating (only 5-
star, 4-5 star, 3-5 star, 1-3 star). This way only reviews with these selected ratings
will appear in the widget!

 Tag filter:
This is one of the most useful features of our system. Displaying your reviews will
generate more customers only if the text of the reviews and the content of the
page are similar.
  Tagging:
After your reviews are loaded into Trustindex, you can easily do this by
clicking on Review Management in the menu, then choosing
Tagging. There you can add new tags, for example: “Acacia honey”
(Setup: Add -» Name: Acacia honey; keywords: acacia honey; exclude
words: none).
This way the software can instantly filter the reviews containing the
expression “acacia honey”.

o Tag setup:
When configuring a widget, you have to choose the “Acacia honey” tag,
thus only the reviews containing the expression “acacia honey” will be
displayed.

o Select manually:
You have the option to handpick the reviews you’d like to display one by one. We
frequently use this feature, as this way we can make sure to only display the
reviews we choose.

The only disadvantage of this function is that you have to update it regularly. As
the date of the reviews is visible, it is best to update the widgets in every 1/2/3
months, so your visitors can always see up-to-date and relevant reviews.

LANGUAGE

 Language:

Select the language of the review summarizing text under the widget and the
date of the reviews.

 Reviews:

You can choose to only display reviews written in a certain language (English,
French, etc…)
LINKS

 Footer text:

If you only have a few reviews, you can turn off the review summarizing text here.

 Header / footer URL:

select where the review summarizing text’s link should redirect the visitors to. You
can choose your Review Summary Page, one of your platforms you have linked to
your account or any other URL you want.

In case of landing, order or cart pages, it is worth turning off the clickability of
the text, thus the visitors won’t leave your page when you are trying to sell a
product.
OTHER

 Verified review icon: You can display or hide a verified tick icon in your review
cards, next to the star rating.
 Widget font type: Choose a style to your liking.
 Platform logos / Platform stars: display or hide the original logo or the original star
type.

MORE SETTINGS

SOURCE & STYLE

 Review source(s):
Select the review source(s) from where you would like to display reviews in the
widget. If you choose “All sources” you can aggregate your reviews in one widget.
  Selected source:

You can choose to only display reviews from one selected business.

 Color schema: you can choose from 25 pre-designed color schemes to find
the one best-fitting into your website or webshop.

REVIEWS

 Length:
The minimum and maximum length of the reviews in the widget.

 Number of reviews:
Select how many pieces of reviews you would like to display. the default setup is
5 pcs, but you can change this according to your needs.

 Order:
Select the display order of your reviews.
NAVIGATION

 Arrow:
Show or hide the navigating arrow (for example, in slider layouts)

 Dots:
Show or hide the navigating dots (for example, in slider layouts)

 Arrow and dots color:

Choose color for the navigation buttons.

 Scrollbar:
Show or hide the scroll bar that appears on longer reviews.
INNER REVIEW CARD

 Select the colors, text sizes and borders used inside your review card.
OUTER REVIEW CARD
 Here you can edit the widget’s background color, and the text below the review
cards. (Setup: text color: white; rating text’s size: 14 px)

SLIDER SETTINGS

 Rotate interval:
Add how many seconds the widgets should rotate in.
 Rotate:
Choose the direction of the rotation.
 Loop:
Select ‘yes’ if you want to loop the rotation.
OTHER

 Refresh rate:

Select how frequently you’d like the software to refresh the reviews in your
widget.

 Review subject:

Hide or show the review subjects (if they have one).

 Reviewers’ photo:
Not all platforms/users allow to display their photos. If a lot of photos are hidden,
it is worth turning off the display of the photos.
 Date format:
Choose from several different formats.

 Name format:
Select the format of the reviewer’s name.

 Follow links:
Select if you’d like Google to follow the widget’s content or not.
Email signature widget

You can choose from 2 types of signature widgets.

It is worth adding these email signatures containing review summaries to your

company’s informational emails, newsletters and automated replies to gain your
potential customers’ trust.

During the configuration, you only have to add your company’s details for the signature
and select the Signature template you like the most.

In the Footer URL section, you can set where you want to redirect the visitors from your
signature.

We continuously measure the clicks - the number of visitors clicking on the review
summary section in the signature widget -, and you can see the results in the Statistics
menu. (You’ll be surprised when you see the huge number of clicks.)

Your email signature is a huge unused marketing surface.

Think about the number of newsletters, confirmation emails and replies your company
sends each day! And now, at the end of all these emails, your potential customers can
see your excellent reviews.
Image widgets
With the help of the image widget, you can turn your reviews into images and share them on
your social feeds.

Once you click Image widget in the menu, you will begin the configuration process. Select a
layout and style you like, then customize to your liking. You can completely personalize the
chosen review by adding a background, highlighting, altering the color and alignment as well.

On the right, you will see the preview of the image widget so you are able to see the changes in
real time.

After saving the image, a popup window will offer to share directly on your social feeds or the
option to download to your computer.

Some examples of the image widgets you can create:

Review Summary Page

EDIT

On the summary page you can show all your reviews to your potential buyers in one
place.

This page is very useful in the case of smaller companies, because they might have less
reviews on a single platform.
Let’s see an example: you have 3 platforms with 8-12 reviews on each platform. If you
show your potential customers that you have 10 reviews on your Google page, you
won’t win their trust. You do not have to be a professional to realize that these reviews
were written by family members, friends and colleagues… Meanwhile, if you could
display a total of 30-40 reviews to your potential customers, their trust in you will
increase and you’ll have a better starting point.

In the case of smaller companies, it is worth redirecting the widget links to the review
summary page, because the more reviews you can show to your visitors, the more sales
you’ll have!
OFFERS

Here you can create offers for your review summary page – discounts, free shipping,
whatever you like – and you can even redirect your visitors to your own webpage
from your offers.

The offer will appear on your review summary page above your reviews.

SETTINGS

In Settings under the review summary page menu, you can add verified emails,
request email notifications for new reviews and choose your email delivery method.
 Review Management

MANAGEMENT

Here you can see your reviews from all platforms in a chronological order. You can filter
by stars or tags. You can also add new tags here.

This is also where you can:

 reply to reviews
 hide reviews (in your widgets, not the review summary page)
 mark reviews as spam (our team will evaluate if it’s spam or not)
 highlight text in your reviews
 directly go into the review image generator so you can create review images
out of your reviews
TAGGING

You can categorize your reviews by the keywords added in the tagging system.

 Adding an example tag: Add -» Name: Acacia honey; Keywords: acacia honey;
Exclude words: none. This way, the software instantly filters the reviews
containing the expression “acacia honey”.

 Tag setup: when configuring a widget, you have to select the “acacia honey” tag,
and you’ll only display the reviews containing the expression “acacia honey”.
COLLECT

In this section, you can send review invitation emails to the contacts you add. Its use is
very simple.
 Add campaign

o Campaign name: it is best to add the subject and the date as the name of
the campaign.

 Add your email address

o Sender name: add your company’s name or domain name as sender, so

your satisfied customers can easily recognize your company.

o Sender email: you do not have to modify this, but you have the option to
add your mailing system’s settings.

o Reply to email: the email you added upon registering to Trustindex.

 Email content

o Select your review invitation email template: you can choose from 3
email templates categorized by offering a discount in exchange of a
review, or just simply asking your customers to write one. It is worth giving
a try to both methods to see which one is more efficient.

 Other

o 1st review invitation email delayed for: select a preferred time

o Link URL: Where should the review collector link point to? (In the editor
you will see {link}, but our system will replace it with the selected
platform's correct review page URL.
 Reminder

o 2nd (reminder) email delayed for: you have the option to send the same
email once more, in a few days after the 1st one. It is best to send the 2nd
email 1 week later.
  Save (save the previous settings and your email template)

Invite customers

 Manual (manual invitation)

1. Add data

Copy the list of the email addresses of your customers whom you’d
like to ask to review your services. You must add the list in the
following format: Email address, Name. Free up to 1000 email
addresses/month.

2. Send invitation

Here you can see the summary of the added email addresses and
customer names.

You can send the emails by clicking on the Invite them! button.

 Automatic invitation

Configure your webshop or mailer system to Bcc invite-

[email protected] e-mail address in order confirmation
e-mails. Bcc’ing Trusindex in customer e-mails will trigger our system to
send automatic review invitations to the same customers.
Statistics

RATINGS

Here you can see a general summary about the platforms you use, the number of
reviews and the average rating scores.

WEBSITE WIDGETS

Here you can see the views per month for each widget. You can learn how many visitors
saw the given widget in the actual month.

COLLECTING REVIEWS

This statistic shows how many review requests were sent in each campaign per month.