To create a Zap, log in to your Zapier account and complete the following:

Select “Make a Zap”.

 

Select a name for your Zap and select a trigger app.

Note: The trigger app must have a Phone Number parameter.

Select a trigger point.

 

Grant Zapier access to your trigger app.

 

Pick a sample from your trigger app to set up your Zap.

 

Select Shopper Rev as your action app.

Select “Send Survey”.

Enter your private API key to authorize the app.

You can view your private API key in your Get 5 Star Reviews tile.

 

Select the Settings tab and then select the Integrations sub tab.

 

Select Integrate Now.

 

Select “Copy To Clipboard”.

 

Enter your private API key to authorize the app. 

Map the trigger and action fields.

Test your Zap by sending a test to your trigger app. Turn your Zap on to automatically send surveys.

Customers who are sent a survey via this integration are automatically added to the Zapier customer group in the My Customers section of your dashboard.

 

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, MailChimp, and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or developers. We’ve integrated with Zapier to automate sending surveys to your customers via our Shopper Reviews  app.

Yes, Navigate to zapier.com and select “Sign Up”.
 
 
Enter your email address and password. Select “Sign Up”.
 
 
Confirm your password and select “Sign Up”.
 
 
Select your role.
 
 
Select “Continue”.
 
 
Select the app you use for your business. Example: Stripe for billing, HubSpot for customer management, etc. Select “Finish Setup”. Note: The app you select must have a phone number field. 
 
Shopper Reviews  is in Early Access and must be installed manually to your Zapier account.
Select the Apps tab.
 
 
In the Search bar, type “Shopper Rev”.
 
Select the Shopper Rev app icon.
 
On the app details page, select “Start using Shopper Rev now”.
 
Confirm that you would like to integrate the Shopper Rev app with your Zapier account. Select “Accept Invite & Build a Zap”.
 
Select “Make a Zap”. 
 
 
Choose the app you would like to connect. Note: You must have an existing account with the selected app before creating a zap.
 
 
Select a trigger event.
 
 
Select “Continue”.
 
 
Sign in to the selected app.
 
 
Select “Continue”.
 
 
Select “Test & Continue”.
 
 
The “When This Happens” section is now complete.
 
 
The “Do This” section is where you will connect Shopper Rev. Search for Shopper Rev and select the app icon. 
 
Select “Continue”.
 
Sign in to Shopper Reviews.
 
A pop up will request the API Key to your Shopper Reviews.
 
Log in to your dashboard and select the “Get 5 Star Reviews” tile. 
 
 
Select the Integrations tab.
 
 
Select “Copy to Clipboard”.
 
 
Navigate back to Zapier and paste the API key. Select “Yes, Continue”.
 
 
Select “Continue”.
 
 
Select the settings for the Phone Number field.
 
 
Select “Phone Number” from the drop-down menu.
 
 
Select “Continue”.
 
 
Select “Test & Continue”.
 
The zap is now successfully set up. Select “Turn Zap On”. 
 

Your zap is now on.

 

Your My Zaps tab will display the Zap you created. 

 

To confirm that your Zap is working, log in to your Zapier account and check your Task History.

Nope! Zapier provides simple integration steps so anyone can follow along.
A Zap is an automated workflow between your apps. Zaps consist of at least two parts: a Trigger and one or more Actions.

 

 

Shopper Rev integrates with any app in Zapier that has a Phone Number parameter.

Yes, when you create a new Zapier account, you’re instantly enrolled in a free 14-day trial of the Zapier Professional plan.

If you cancel your account with us, you’ll no longer have access to our tools, so your Zap will no longer work.

To disable your Zapier integration, log in to your Zapier account and either turn your Zap off or delete it.

To create an API key, select the Get 5 Star Reviews tile. 
 
 
 
Select the Settings tab and the Integrations sub tab. 
 
 
 
Select “integrate Now”.
 
 
 

To create a new API key, select “Create New Key”. 

Note: Creating a new key will disconnect any existing integrations.

To access the My Reviews tab in Testimonial Collector, select the Get 5 Star Reviews tile.

 

Navigate to the My Reviews Tab. Here you can see all of the reviews you’ve collected and the review platforms you’ve connected.

 

 Our platform automatically pulls new reviews and responses to reviews daily (at midnight to be exact for the previous days’ data).

 You can manually force the sync by clicking on the “Sync Reviews” button. (Can take up to 30 minutes.)

To respond to a review, select the Get 5 Star Reviews tile.
 
 
Select the Respond button next to the review you’d like to respond to. 
 
 Our platform automatically pulls new reviews and responses to reviews daily (at midnight to be exact for the previous days’ data)
 
 You can manually force the sync by clicking on the “Sync Reviews” button. (Can take up to 30 minutes.)
 
To see your latest reviews, select the Get 5 Star Reviews tile.
 
 
Navigate to the My Reviews tab and select Sync Reviews. You will now be able to see all your latest reviews in your dashboard. 
 
 
 Our platform automatically pulls new reviews and responses to reviews daily (at midnight to be exact for the previous days’ data).
 
 You can manually force the sync by clicking on the “Sync Reviews” button. (Can take up to 30 minutes.)
We’ve made gathering 5-star reviews super simple. Send customizable surveys to your customers via text and/or email, and collect reviews on all the major platforms: Google, Yelp, and more.
 
Watch the video below to see how Testimonial Collector works, or keep reading for more information.
 
To access this tool, log in to your dashboard and select the Get 5 Star Reviews Tile.
 
 
Our platform automatically pulls new reviews and responses to reviews daily (at midnight to be exact for the previous days’ data).
 
You can manually force the sync by clicking on the “Sync Reviews” button. (Can take up to 30 minutes.)
 

When you connect a platform in Testimonial Collector, we will pull reviews from that platform and you will be able to ask your customers to leave reviews there.

 

You can see your reviews by logging in to your dashboard. Select the Get 5 Star Reviews tile.
 
 
Select the My Reviews tab.
 
 
 
 Our platform automatically pulls new reviews and responses to reviews daily (at midnight to be exact for the previous days’ data).
 
 You can manually force the sync by clicking on the “Sync Reviews” button. (Can take up to 30 minutes.)
 
 

 A review request can be sent directly from your Digital Ecosystem:

You can send a review request via email or SMS, on either a product or a service, or both if it applies to your business.

Login to your Digital Ecosystem account, the select the “Get 5 Star Reviews” tile, click on the “Get Reviews” tab:

 

In the “send to” field, you can enter the the contact name, email, phone number or group name that you want to send the review request to.

The search is intuitive for faster results.

 

Select your recipient;

Then you can choose to send a product review, as service review, or both.

 

You can select the product or products you want to send our review requests for.

 

Next, you can edit the request message or choose to send it as is.

 Click on the envelop icon to edit the subject line.

 

 Other available Dynamic Tags:

 

You have the option to Send Now, or to Schedule your review request.

 

 You can check your Scheduled  and Sent review request, buy clicking on the “Scheduled Reviews” tab:

Click on the 3 dots to:

  • Edit a Request
  • Cancel a Request
  • Send Now
  • Preview Message
 Product Reviews already comes with your Get 5 Star reviews.
Just login to your Digital Ecosystem, select the Get 5 Star Reviews tile, and click on the “Product Reviews” tab;
 
 
Our reviews platform now supports two types of reviews;
Product Reviews: Customers can leave a review for a specific product the have purchased from you.
Services Reviews: Customer can leave a review for a service your business provides.
 
There are several benefits to using reviews when generating more sales:
  • Product reviews helps a company by providing a platform where all the previous buyers of their products, can give their feedback about the product they have purchased. A good review on a product helps the other buyer to purchase the product.
  • It also helps the business to get the feedback on the service provided or the feedback on a product. With this information a business owner can improve there product(s) and or service(s).
Reviews can be displayed for your customers in several ways:
 
Product Detail: Showcases detailed product reviews on your product pages.
 
Star Rating View: Average Star ratings appear next to the product title. Once the customer hovers over the star ratings, then more details such as ratings for each star given by different customers will be shown.
 
A review request can be sent directly from your Digital Ecosystem:
 
You can send a review request via email or SMS, on either a product or a service, or both if it applies to your business.
 
Login to your Digital Ecosystem account, the select the “Get 5 Star Reviews” tile;
 
 
Select “Get Reviews”
From here you will be able to send reviews, add products to our catalog for reviews, check your reviews feed and check the analytics on the reviews you have sent and received.
Enter the name, email, phone number, or group name of the intended recipients
 
 
You can now select whether to send a review request for a Service, a Product or Both:
 
 
While sending the product review, the user can select the product or add the product if it is not available in the product catalog.
 
 
 
 
 We can send manual review request (as shown above) and automatic review request.
Automatic: When the user purchases the product, our system receives the order information such as order id, name of the customer, email of the customer, product image and product url. Based on the information, the system sends an email to the customer. 
 
 You can schedule your review or click on the send now button to send immediately.
The settings on the “Schedule Reviews” allows you to edit the review request; you can cancel the request, preview the message or send the review request now.
 
Once you are up and running with your product reviews, you can check your reviews feed, by clicking on the “Product Reviews” tab:
 
 
 
 
 Contact information on reviews submitted are automatically saved to the CRM in our Digital Ecosystem.
 Yes, you can set how many days (after a purchase) a review is sent, how many days in between reviews, and how many attempts.
 
Simply login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then select the Settings tab, then “Product Reviews” tab.
 
 
Review Request Delivery: Determine when to send a review request after a purchase (Recommended is 14 days after the order is purchased, 0 days to send it immediately)
Retry Frequency: Send an automated follow-up to remind users to submit a review.
Retry Attempts: Determine the number of times a reminder will be sent.
 
You can also enable the system to automatically send both service review request and product review request. If disabled only a product review request will be sent.
 
 
Enabling the auto-share, will automatically send reviews to your social media account, if they meet your rating criteria (for example any review with 3 stars or more will automatically be shared).
 

 

 

 

 You can hide any review receive choose not to display it on your store. 
 
Simply login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then select the “Product Reviews” tab.
Click on Reviews Feed, then the 3 dots next to a review.
 
Toggle “Site Display” On to display a review, or Off to hide.
 
 
Other option:
Clicking the Share button allows you to share with your social media accounts.
 
 
Clicking on the “Respond” button allows you to respond directly from here.
 

 You can add products, edit existing products, and delete products from the “Product Reviews” section.

Log in to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then the “Product Reviews” tab. In the Catalog tab you will find Your Product Catalog, and the the “Add New Product” button.

Fill out the basic information on the product, upload an image, then click Save:

Another method is to import all your products from your store:

Log in to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then the “Product Reviews” tab. In the Catalog tab you will find Your Product Catalog, click on the Configuration icon, then import settings:

Click on the 3 dots next to a specific product to edit the details:

 “View Details” will take you to the store page to see how your product looks online.

On the Import Product Details screen, can upload the CSV with your products.

 

 Click on the “Download and use our template here”, link to create your own csv to upload.

 Products can also be added while sending a review request:

 

 Products are also added automatically if someone has purchased the product from your store.

You can check all the analytics on your reviews.
 
Login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile;
 
 
 
Then start by selecting the “Product Reviews” tab, then Review Feed:
 
 
You can view the analytics on: 
  • Average Review Rating
  • Total Products Available for reviews
  • Total Reviews received
  • Total Review Request sent
 
You can filter your results by Keyword or by rating received:
 
 
The reviews feed allows you to see all the individual reviews that have come in:
Reviews feed shows all the reviews received with the ratings, name of the reviewer and the product for which the review was given.
 
 
 
You can also import and export reviews in this section:
 
You can select the next tab over “Catalog”, to see your products and how many reviews it has received, and the average star rating for that product:
 
 
 
 There are several options for adding products to your product catalog:
 
Our Product Reviews solution offers two way to show off your product reviews on your ecommerce website:
  • Product Details Embed: Showcase detailed product reviews on your product pages.
  • Star Ratings: showcase the average aggregated rating of a product.

How to install the “Product Details” embed for your website.

First login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then Integrations
 
 
 
Select the Product Reviews Embed tile.
 
 
Select the option to configure the Product Details Embed. In this section you will be able configure the look and behavior or your embed.
 
 
 
Configuration Options:
Title of review section: Enter the title you want to display on the Reviews section of your website.
Reviews visible by default: Allows you to specify how many reviews are displayed.
Enable product review ratings overview: Showcase review rating count.
Enable photo gallery: Publish review photos submitted by reviewers on your reviews page.
Enable product review search: Allow users to search by keywords or phrases for a specific review.
Enable filters: Lets users filter and sort based on Latest, Highest Reviewed, or Most Votes.
Enable “Was this review helpful” feedback: Allow users to indicate if a review was helpful or not helpful with a thumbs up or thumbs down.
Select Platform: Select your ecommerce platform to setup the product details embed; Select from others, ECWID, and Shopify.
 
Some of the details on the directions will change based on what you select in the “select platform” option.
 
Follow the next steps to add the embed to your eCommerce website.
 
 
 
Add our product ratings embed to your ECWID store using A.I Editor:
Login to the DCC for the project you want add Product Reviews embed(s), click on Manage Your Site tile:
 
From the drop down labeled “Select Page” select the shop or store page (depending on what you named it), then select “Manage Blocks”.
 
And then “Add a Block”.
 
Form the “Block Library” select “Embed” as your type of block.
This embed can be added to any area of the page (except for the header or footer).
 
On a separate browser tab, navigate to your Product Reviews integrations settings:
Login to the DCC for the same project, select the Get 5 Star Reviews tile, then the Integrations tab.
 
Select the Product Reviews Embed tile:
 
Click on the button, to copy the code:
 
Navigate back to the browser tab with the A.I editor, and paste the code snippet. Select Embed(radio button) then click Save.
 
Now the Product Reviews Feed will load automatically on the store or shop page.
 
 
Our Product Reviews solution offers two way to show off your product reviews on your ecommerce website:
  • Product Details Embed: Showcase detailed product reviews on your product pages.
  • Star Ratings: showcase the average aggregated rating of a product.
 

How to install the “Product Details” embed for your website.

 

First login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then Integrations
 
 
Select the Product Reviews Embed tile.
 
 
Select the option to configure the Product Details Embed. In this section you will be able configure the look and behavior or your embed.
 
 
 
Configuration Options:
Title of review section: Enter the title you want to display on the Reviews section of your website.
Reviews visible by default: Allows you to specify how many reviews are displayed.
Enable product review ratings overview: Showcase review rating count.
Enable photo gallery: Publish review photos submitted by reviewers on your reviews page.
Enable product review search: Allow users to search by keywords or phrases for a specific review.
Enable filters: Lets users filter and sort based on Latest, Highest Reviewed, or Most Votes.
Enable “Was this review helpful” feedback: Allow users to indicate if a review was helpful or not helpful with a thumbs up or thumbs down.
Select Platform: Select your ecommerce platform to setup the product details embed; Select from others, ECWID, and Shopify.                       
 
Some of the details on the directions will change based on what you select in the “select platform” option.
 
Follow the next steps to add the embed to your eCommerce website.
 
 
 
Add embed to Shopify store:
Login to the admin area of your Shopify store.
On the left hand navigation, select Online Store, then Themes. In the area titled Live Theme, click the Actions drop down to Edit Code.
 
Copy the code snippet form the Product Reviews Integrations page:
 
Search for the “product-template.liquid” file, and past the <div> area for the product display. Click Save.
 
You can now refresh, and check the front end of your eCommerce website for your reviews.

 

 

How to install the “Star Ratings” embed to my website.

 
Navigate back to the “Embed Reviews on Your Site” page, and select the “Star Rating” tile. In this section you will be able to configure the look and feel of your Star Ratings embed.
 
 
 
Configuration Options:
Show Total Reviews Count: If Enabled will display the Total Reviews Count of the Product.
Show Average Rating: If Enabled will display the Average Rating for the Product.
Show Aggregated Review on Hover: This will display a small Hover Card showing the ratings.
Select Embed Background: This will display a background color behind the rating.
Select Platform: Select your ecommerce platform to setup the product details embed; Select from others, ECWID, and Shopify.                       
 
Some of the details on the directions will change based on what you select in the “select platform” option.
 
To add embed to Shopify store:
Login to the admin area of your Shopify store.
On the left hand navigation, select Online Store, then Themes. In the area titled Live Theme, click the Actions drop down to Edit Code.
 
Copy the first code snippet form the Product Reviews Integrations page:
 
Search for theme.liquid file and add the below code on the header. Click Save.
 
Next, copy the next code snippet form the Product Reviews Integrations page:
 
Search for product-template.liquid file and add the below code before the Product price <div>. Click Save.
 
Search for product-card-grid.liquid file and add the below code before the final <div>. And past the same code, click Save.
After adding your star widget embed, refresh any of your product pages to verify if it is installed correctly.
Our Product Reviews application has three different ways to automate sending reviews request;
  1. Order Confirmation Email Integration: This automation is triggered when your ecommerce platform sends out an email confirmation on a purchase.
  2. Order Confirmation Integration: This automation is triggered when a purchase is confirmed by your ecommerce platform.
  3. Zapier (Zapier is a middle-ware application used to communicate between to platform): You can create a trigger and action that will automate the reviews collection process.
It is important to note, that only one of these methods should be used; using more than one method will result in your customers getting multiple review requests for the same product or purchase (simultaneously) and can be interpreted as spam.
 

How to set up “Order Confirmation Email Integration” for your Shopify store:

First login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then Integrations
 
 
 
The following screen should be displayed, select the “eCommerce Automation” tile.
 
Select the Shopify tile, this will take you through some detailed directions on creating this integration.
 
 
The following screen contains directions on adding our email automation to your eCommerce platform.
 
 
 
 
The following steps require Admin credentials to access the configuration for your store.
Next (on a separate browser tab), log in to your Shopify account using your store admin credentials.
 
 
Click on Settings on the bottom left corner, then Notifications.
 
 
Scroll all the way down to Staff Order Notifications, and click on Add Recipient.
 
 
Navigate back to your browser tab with the Product Reviews Integrations instructions, and copy the unique email address that will be entered in your Shopify account.
 
 
Navigate back to your browser tab with your Shopify settings, and past the email address in the “Add an order Notification” window. Click on “add an order notification” button to save.
 
 
The following should be displayed.
 
 
Next, navigate back to the browser tab with the Product Reviews Integrations, and copy the Snippet of code that will be added to your email template.
 
 
Then, you’ll need to add an Email Snippet to the notification email. Go to Templates and click New order.
 
 
The following screen should appear. Insert the Email Snippet (paste) into the email template. Scroll to the bottom and click Save.
 
 
Navigate back to the Product Reviews integration tab, and click Finish.
 
And that’s it!! From now on every time a customer makes a purchase they will also receive an invitation to leave a product review.
 

How to set up “Order Confirmation Integration” for your Shopify store.

First login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then Integrations
 
 
 
The following screen should be displayed, select the “eCommerce Automation” tile.
 
 
Select the “Order Confirmation Page Integration” tile.
 
 
The next screen displays detailed instructions on how to add a code snippet in to the page header of your store.
The following is for advanced users who have experience in editing the Shopify store theme.
 
The following steps outline the most common method to add this integration, however your should check any documentation for your exact theme.
 
 
 
The following steps require Admin credentials to access the configuration for your store.
 
Next (on a separate browser tab), log in to your Shopify account using your store admin credentials.
 
 
Navigate to the Online Store sections on the left hand navigations, the select Themes. In the “Live Theme” sections click the Actions drop down, and select Edit Code.
 
 
You should see the follow screen.
 
 
Navigate back to the browser tab with Product Reviews Integration tab, Copy the first snippet of code.
 
 
Now navigate back to the browser tab with your Shopify settings. Past the snippet of code, and click Save.
 
 
Navigate back to the browser tab with Product Reviews Integration tab, Copy the next snippet of code.
 
 
Now navigate back to the browser tab with your Shopify settings, locate your Order Confirmation page and Past the snippet of code, and click Save.
 
 
Navigate back to the Product Reviews integration tab, and click Finish.
 
 
And that’s it!! From now on every time a customer makes a purchase they will also receive an invitation to leave a product review.
 

How to set up “Zapier Integration” for your Shopify store.

First login to your Digital Ecosystem, select the “Get 5 Star Reviews” tile, then Integrations
 
 
 
The following screen should be displayed, select the “eCommerce Automation” tile.
 
 
Select the Zapier integration tile. 
 
 
The following screen displays the detailed directions on creating a “Zap” for this automation.
 
 
The following requires you to have access to a Zapier account. You can also sign up for one here.
Login to your Zapier account, select Create Zap.
 
 
Select the trigger that will start this automation. Shopify in this case
 
 
Next, choose a trigger event “New Order” from the drop down. Click Continue.
 
 
You will be prompted to sign into your Shopify account.
 
 
The next screen will prompt to install the app.
 
 
You should be automatically taken back to your Zap account. Click Continue.
 
 
Next select our app as your “Action”.
 
In the Zap apps listings we appear as Shopper Rev.
 
Under action event, choose “Send Surveys”.
 
Navigate to the browser tab with Product Reviews Integration, and Copy the Private API Key.
 
 
Click on Choose Account, and the Connect New Account. Navigate to the pop up window asking for permissions to access your account, Past the Private API key and click Yes, Continue.
 
 
Map the required fields. You can add Dynamic Text to these fields. Click Continue.
 
 
List of available Dynamic Placeholders:
 
Now you’re ready to turn on your Zap.
 
 
And that’s it!! From now on every time a customer makes a purchase they will also receive an invitation to leave a product review.
 Currently ECWID and Shopify are supported.
  1. You can log in to your Digital Ecosystem, select the Get 5 Star Reviews tile, then the integrations tab.
  2. Select the tile labeled Ecommerce Automation;
  3. Click on the tile with your ecommerce platform for more details on how to integrate with your store.
 
Please check in regularly, as we are always updating this list.