How do I track the performance of the review invites I’ve sent out?

The eTrusted Control Centre contains the Invite Performance dashboard. There, you can immediately get an overview of how well your service review invites are performing with your customers. With the data from this performance overview, you can make adjustments to your invite settings if necessary. 

Where do I find the Invite Performance dashboard?

1. Log into the eTrusted Control Centre.
2. Click on "Analytics" () in the main navigation.
3. Click on "Invite Performance" ().
   

What information does the Invite Performance dashboard include?

Invite Evaluation

This area shows you the number of invites delivered (), the number of invites clicked (), the number of reviews received* (), and the conversion rate (). The conversion rate is calculated from the invites delivered and the reviews received. The percentages indicate the ratio between the invites delivered and the invite clicks, or reviews received.

*Remember that this only shows the number of reviews your customers have given based on the invites sent to them during the period you selected. This number may not match the total number of reviews you see in the Review Inbox, as reviews can be submitted by your customers without an invite. The reviews are assigned to the period in which the invite was sent.

Invite evaluation history

This chart shows you the history of invites delivered, reviews received and invites clicked in the period you have selected.

Conversion history

With this chart, you can see the history of the conversion rate in the period you have selected.

How do I adjust the period displayed?

1. Click on the "Date range" field ().
2. A selection field opens. Either select one of the preset periods () or define a custom time period using the calendar ().

You have now successfully adjusted the time period.

How do I export the collected data?

You can export the collected data as an Excel file (XLSX) or the charts as PNG files. This enables you to reuse them outside the dashboard - for example, for internal reports or presentations. 

1. Click on "Export" at the top right.
   
2. Select the desired format ():
   • "Data (XLSX)": Exports all data as an Excel spreadsheet.
   • "Visual (PNG)": Creates a ZIP file with all charts as individual PNG files.
3. Decide whether to export only the current view or all data (). Then click on "Download" ().
   

The data has been successfully exported. The file can now be opened locally or processed further.