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Trustpilot helps you collect customer reviews. By adding your unique Trustpilot BCC email address to outgoing emails (such as invoice payment messages), you can trigger Trustpilot’s Automatic Feedback Service (AFS) to send review invitations.

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Prepare your Trustpilot account

  1. Create and verify your Trustpilot business account.
  2. Go to Trustpilot Business and select Get reviews.
  3. Under Invitation methods, choose Trustpilot Automatic Invitations (AFS).
Invitation methods
  1. Copy your unique Trustpilot email address.
Invitation methods

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Configure in Upmind

  1. Log in to Upmind admin.
  2. Go to Settings and select Actions under Automation.
Settings > Actions
  1. Find and select the Invoice Payment Capture Triggered action.
Select invoice payment capture triggered
  1. Paste your Trustpilot email address into the BCC field.
Paste Trustpilot email address
  1. Save your changes.
Now you can easily prompt clients to leave reviews after transactions. This increases brand reputation and customer feedback automatically.