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Trustpilot

Use a Trustpilot channel to send Service Review and Product Review invitations to your audience directly from an Orbit campaign. Orbit connects to Trustpilot's own email API, so invitations use Trustpilot's templates and star-rating widget, and any reviews your customers submit appear on your Trustpilot profile.

Before you begin

To set up a Trustpilot channel, you need:

  • Q3 2026 or later of your Apteco software, including PeopleStage and the FastStats Email Response Gatherer
  • An Orbit administrator account with permission to configure the Campaigning Channel Editor
  • Admin access to your organisation's Trustpilot Business account
  • A Trustpilot application with an API key and secret, created under Integrations > Developers > APIs
  • Your Trustpilot Business Unit name

Creating your Trustpilot channel

To create a Trustpilot channel:

  1. Select your avatar in the top-right corner, then select Application Settings.
  2. Select Campaigning Channel Editor, then go to the folder where you want to create the channel.
  3. Open the folder's option menu, then select Create New.

    Folder option menu with Create New, Duplicate, and Delete

    Tip

    If a Trustpilot folder doesn't already exist, create one first to keep your channel organised.

  4. Select Email Channel from the drop-down list, give the channel a name, and choose a parent folder.

    What would you like to create dialogue with Email Channel selected, a channel name, and a parent folder

  5. Select Create.

  6. Select your new channel, then select Edit. You configure it on the Basic Details and Parameters tabs.

    Trustpilot channel tabs: Basic Details, Parameters, Output Settings, File Settings, Additional Variables, and Costs

Setting the basic details

Open the Basic Details tab.

Basic Details tab with Broadcaster set to Trustpilot, Username, Update Password, Email Variable, Email Variable Description Override, and Reply Email Address

To configure the basic details:

  1. Set Broadcaster to Trustpilot.
  2. Enter any value in Username and Password.

    Note

    Trustpilot authenticates using the API key and secret you add on the Parameters tab, not this username and password. The fields are required, but their values aren't used. A space or a full stop works.

  3. Set Email Variable to the email address variable from your system.

  4. Set Email Variable Description Override to Email.
  5. Set Reply Email Address to the address Trustpilot should use if a customer replies to an invitation.

    Tip

    Use a shared mailbox or administrator account here rather than a personal address, so replies aren't missed.

  6. Select Upload and Broadcast.

Finding your Trustpilot account details

The Parameters tab needs several values from your Trustpilot Business account. To find them:

  1. Note your Business Unit, shown at the top of the left-hand navigation in Trustpilot.

    Trustpilot left-hand navigation with the Business Unit highlighted at the top

  2. Go to Integrations.

    Trustpilot Integrations menu with Developers highlighted

  3. Select Developers > APIs.

    Trustpilot Developers page with the APIs tile highlighted

  4. Under Your applications, find your application and select the drop-down arrow to reveal its API key and Secret.

    Trustpilot APIs page with an application expanded, showing its name, redirect URIs, API key, and secret

  5. Go to Settings > Email Settings to find your Sender Name and Redirect Link.

    Trustpilot Email settings page showing default templates, Sender Name, reply address, and Sender Email

Setting the parameters

Open the Parameters tab.

Parameters tab showing Admin From Email, Business Unit, API key, Secret, File Mapping, and Email Field

To configure your Trustpilot authentication:

  1. Set Business Unit to your Trustpilot Business Unit name.
  2. Set Api Key and Secret to the values from your Trustpilot application.
  3. Set Email Field to Email.

Parameters tab showing Locale Default, Name Field, Reply To, Sender Name, Sender Email, Redirect Link, and Send Service Review

To configure the remaining parameters:

  1. Optionally, set Locale Default to your audience's locale, for example en-GB.
  2. Set Name Field to the personalisation field you'll use for the customer's name.

    Tip

    This value must match a content field you add to the campaign later, so pick something clear and consistent, for example Full Name.

  3. In Reply To, enter the owner email address of your Trustpilot application.

  4. Set Sender Name to your Trustpilot application name.
  5. Set Sender Email. Trustpilot's generic sending address, noreply.invitations@trustpilotmail.com, works for most accounts.
  6. Set Redirect Link to the redirect URL from Trustpilot.
  7. Select Send Service Review.
  8. Optionally, select Send Product Review to also send Product Review invitations from this channel. This reveals two more fields:

    • Product Name Field: The personalisation field that holds the product name, for example Name.
    • Product Name Default: Fallback text to use if that field is empty, for example Product.

    Send Product Review selected, revealing the Product Name Field and Product Name Default fields

Your Trustpilot channel is ready to use in a campaign.

Sending a Service Review or Product Review campaign

Set up a Service Review or Product Review campaign the same way as any other Orbit email campaign, with two differences: the channel you choose at the message step, and how you set up personalisation.

To send a campaign:

  1. Set up your audience as you would for any other campaign.
  2. At the message step, choose your Trustpilot channel from the Email Channel drop-down list.
  3. Choose your template from the Email Template drop-down list. If you selected Send Product Review on the channel, your Product Review templates also appear in this list alongside your Service Review templates.

    Orbit message Template section with a Trustpilot email channel selected and the Email Template list open

  4. Under Personalisation, select + Add Content Field and give it the same name as the channel's Name Field. Then add the variable that holds the customer's name, for example Forename. See Message personalisation.

    Personalisation section with a Full Name content field using the Forename variable

  5. Select Apply.

  6. Set a schedule and run the campaign.

You can check or manage your templates directly in Trustpilot, under Get reviews > Email templates.

Trustpilot Get reviews menu with Email templates highlighted

Note

In Trustpilot, Email templates opens your default template. To see every template, select More > Change template.

Trustpilot template editor with the More menu open and Change template highlighted

The list shows every template in your Trustpilot account, and whether each is a Service Review or Product Review template.

Trustpilot Change template list showing Trustpilot templates and your own templates, each labelled Service review or Product review

Once the campaign runs, the customer receives an email similar to this, with a star-rating widget that links back to your Trustpilot review page:

Trustpilot invitation email asking the customer to rate their experience, with a five-row star-rating widget

Receiving Trustpilot responses

Use the FastStats Email Response Gatherer (FERG) to automatically pull completed review responses from Trustpilot into your Response database, so you can report on review activity alongside the rest of your customer data.

Note

This is a separate, scheduled process from sending invitations. It needs access to the FERG utility, and to your Response and PeopleStage databases.

Configuring the response gatherer

To configure the response gatherer for Trustpilot:

  1. Download the DigitalIntegrations.zip file from the Apteco Portal and install the FastStats Email Response Gatherer (FERG), if you haven't already.
  2. Open the FastStats Email Response Gatherer Configurator (EmailResponseConfig.exe).
  3. Under Database, set:

    • Connection string: Your Response database connection string
    • Bulk insert folder: The folder FastStats uses for bulk inserts
    • Send Email on Error: Select this and configure SMTP Properties to email administrators if a retrieval fails
    • Use BCP: Select this option
    • PeopleStage connection string: Your PeopleStage database connection string
    • Under Email Broadcaster, set Broadcaster to TrustPilot.
    • Enter any value in Username and Password.

    Note

    As with your Trustpilot channel setup, these values aren't used for authentication. A space or a full stop works.

  4. Add the following Broadcast Parameters:

    Parameter Value
    APIKEY Your Trustpilot application's API key
    SECRET Your Trustpilot application's secret
    BUSINESSUNIT Your Trustpilot Business Unit name
    MESSAGEPERIOD How far back to check for responses, for example 7D for seven days
    USEINTEGRATIONMANAGER false

    Response Gatherer configuration

  5. Save the configuration as an XML file, in a folder you'll also use to store logs, for example D:\FastStats\FERG. Your batch file refers to this file. See Creating the batch file.

Automating retrieval

To run the Response Gatherer automatically, create a batch file that runs it, then schedule that file with Windows Task Scheduler.

Creating the batch file

Create a batch file to run the Response Gatherer. For example:

Batchfile
REM - Trustpilot Response Integration

@echo off
D:
cd D:\FastStats\FERG
cls

SET FERG="%ProgramFiles%\Apteco\FastStats Email Response Gatherer x64\EmailResponseGatherer64.exe"
SET LOGFILE="Logs\Trustpilot.txt"
SET LOGFILEDETAILS="Logs\Trustpilot_Details.txt"

echo( >> %LOGFILE%
echo( >> %LOGFILEDETAILS%
echo %date% %time% - Starting FastStats Trustpilot Response Download >> %LOGFILE%
echo %date% %time% - Starting FastStats Trustpilot Response Download >> %LOGFILEDETAILS%
echo( >> %LOGFILE%
echo( >> %LOGFILEDETAILS%

%FERG% Trustpilot.xml >> %LOGFILEDETAILS%

IF ERRORLEVEL 9003 goto FailedException
IF ERRORLEVEL 9002 goto FailedLogout
IF ERRORLEVEL 9001 goto FailedDownload
IF ERRORLEVEL 9000 goto FailedLogin

:OK
echo %date% %time% - FastStats Gathered Trustpilot Responses OK >> %LOGFILE%
goto Complete

:FailedLogin
echo %date% %time% - FastStats Gatherer Failed - Login Failed to Trustpilot>> %LOGFILE%
goto Complete

:FailedDownload
echo %date% %time% - FastStats Gatherer Failed - Downloading from Trustpilot>> %LOGFILE%
goto Complete

:FailedLogout
echo %date% %time% - FastStats Gatherer Failed - Logging out of Trustpilot>> %LOGFILE%
goto Complete

:FailedException
echo %date% %time% - FastStats Gatherer Failed - Trustpilot API Exception >> %LOGFILE%
goto Complete

:Complete
echo %date% %time% - Completed FastStats Trustpilot Response Download >> %LOGFILE%

Tip

Update the cd line to match wherever you saved your Response Gatherer configuration and XML file. It doesn't need to match the example.

Scheduling the batch file

Use Windows Task Scheduler to run your batch file automatically:

  1. Create a new task, and give it a name and description.

    Task Scheduler general settings

  2. On the Triggers tab, set a schedule for how often the task should run, for example daily at a specific time.

    Task Scheduler triggers

  3. On the Actions tab, set the action to Start a program, and point it at your batch file.

    Task Scheduler actions

The task now runs automatically at the times you've scheduled.

Checking the response log

Each time the batch file runs, it writes to a log file (Trustpilot_Details.txt in the example batch file) recording what happened, including how many records were retrieved:

Trustpilot response log

Viewing your response data

Retrieved response data is stored across two tables in your Response database: Response and ResponseDetails.

The Response table stores one row per response, including the email address, delivery date, and click date:

Response table

The ResponseDetails table stores the review content, such as the star rating and review title:

ResponseDetails table

Parameters reference

Field Value Where to find it
Business Unit Your Trustpilot Business Unit name Top of the left-hand navigation in Trustpilot
Api Key Your application's API key Trustpilot: Integrations > Developers > APIs > Your applications
Secret Your application's secret Trustpilot: Integrations > Developers > APIs > Your applications
Email Field Email
Locale Default Your audience's locale, for example en-GB
Name Field The personalisation field name used in your campaigns Must match the campaign's content field name
Reply To The owner email address of your Trustpilot application Trustpilot: Settings > Email Settings
Sender Name Your Trustpilot application name Trustpilot: Integrations > Developers > APIs, or Settings > Email Settings
Sender Email Trustpilot's generic sending address noreply.invitations@trustpilotmail.com
Redirect Link Your Trustpilot redirect URL Trustpilot: Settings > Email Settings
Send Service Review Selected
Send Product Review Optional. Select to also send Product Review invitations
Product Name Field The personalisation field that holds the product name Must match the campaign's content field name
Product Name Default Fallback text used if the product name field is empty