Using Trusted Shops with Shopify

A new plugin has been available for Shopify since April 2023. Therefore, there are two installation options:

Installation option 1: You already use a Trusted Shops plugin for Shopify.

1. First, uninstall your previously used plugin with the help of the section on “Uninstallation”.
2. Then, install the current plugin with the help of the section on “Installation”.

Installation option 2: You have not used a Trusted Shops plugin for Shopify yet.

1. Skip the section on "Uninstallation".
2. Install the current plugin with the help of the section on “Installation”.

Uninstallation

1. Log in to the Shopify Backend.
2. Select "Settings" in the main navigation area.
   
3. The "Settings" overview appears. Click on "Apps and sales channels" (). Then click on "Remove" () to the right-hand side of "Trustbadge: Reviews Toolkit".
   
4. A pop-up window opens up. Click on "Delete".
   

Your previously used plugin has been successfully uninstalled. Now follow the "Installation" section to install the current plugin.

Installation

As a Shopify user, a free Trusted Shops plugin called "Trusted Shops Easy Integration" is available to you. You can download it here in the Shopify App Store. Install this by clicking on "Add app".

If you have previously integrated the Trustbadge manually, please remove the manual integration before continuing.

Alternatively to the link above, you can also go directly from the Shopify backend to the Shopify App Store. To do this, select the "Apps" menu item in the main navigation on the left-hand side of the screen. Search for "Trusted Shops" using the search function.

Now click on the "Trusted Shops Easy Integration" app within the search results.

This will take you to the overview of the app, which is linked above. Click the "Add app" button.

Click on "Install App" in the window that now opens. By doing this you are accepting the Terms and conditions for use and adding the plugin to your shop.

Login

You must be a member of Trusted Shops in order to use the plugin. Not a member yet? Then click on the link „Not yet a customer?“ in the top right corner of the login screen. After clicking, you will be redirected to our website where you will find information on membership options.

To log in to the plugin, you need individual access data – the API client credentials. The API client credentials are not identical to your access data for the eTrusted Control Centre. Below, you will learn how to create your API client credentials and log in to the plugin with them.

1. Open the plugin. The login screen appears.
2. Click on „Request“.
   
3. The eTrusted login page appears in a new browser tab. Enter your username (), password (), and click „Log in“ ().
   
4. The overview „Copy your client credentials“ appears in a pop-up window. Click on the top blue document icon to copy your Client ID to your cache.
   
5. Switch to the browser tab with the plugin login page. Insert the cached Client ID into the field „Client ID“ by right-clicking and selecting “Insert”.
   
6. Switch to the pop-up window with the overview „Copy your client credentials“. Click on the blue document icon below to copy your Client Secret to your cache.
   
7. Switch to the browser tab with the plugin login page. Insert the cached Client Secret into the field „Client Secret“ () by right-clicking and selecting "Insert". Click „Connect“ ().
   

8. A pop-up window will appear. Link your sales channels registered with Trusted Shops (e.g. different language shops, domains) to the corresponding eTrusted channel using the drop-down menus ().

9. Then click „Save“ ().
   

You have successfully logged into your plugin and linked the channels.

Configuration

Next, we will show you how you can display the Trustbadge® technology and configure it according to your individual requirements:

• Display the Trustbadge, integrate Buyer Protection & collect shop reviews
• Display Service and Product Reviews in your shop
• Optimised sending of review invites
• Additional settings options

Display the Trustbadge, integrate Buyer Protection & collect shop reviews

Unique Trustbadge® technology makes it so simple to collect, manage and display customer reviews in your shop. You can also easily integrate your Trustmark and offer Buyer Protection.

1. Within the plugin, open the tab „Trustbadge“.
   
2. In the drop-down menu „Channel selected“ (), select the sales channel for which you want to carry out the configuration.

3. Check that the switch is set to „active“ (). This setting activates the Trustbadge.
4. You now have several options for the Trustbadge configuration:
   • Select „Standard“ (). In this case, the Trustbadge is displayed on the lower right corner of your shop in desktop view, and in the lower left corner of your shop in mobile view. If you would like to change this placement, you have various options:
     • Click on the drop-down menu „Placement for desktop users” (). This allows you to decide whether the Trustbadge should be displayed on the right or left side in desktop view.
     • Click on the drop-down menu „Placement for mobile users” (). This allows you to decide whether the Trustbadge should be displayed on the right or left side in mobile view.
     • Enter a number of pixels in the input fields „Move up by“ (). This allows you move the Trustbadge up by the desired number of pixels in the respective display.
   • Select „Edit integration code“ (). In this case, you can manually edit the Trustbadge code.

5. Click „Save changes“ ().
6. Exit the Trusted Shops plugin.
7. Click on "Online Store" () in the Shopify main navigation. The "Themes" overview appears.
8. Click on "Customize" (). Theme Editor opens.
   
9. Select "Checkout" from the drop-down menu at the top of the screen. The Shopify Checkout overview opens.
   
10. Select "Thank you" from the drop-down menu at the top of the screen. The Editor for your thank you page opens.
    
11. Click on the "Sections" icon in the sidebar.
    
12. Click "Add app block" in the navigation on the left side of the screen.
    
13. Select the "Trustcard" block in the navigation on the left side of the screen.
    
14. Would you like to move the Trustcard within your thank you page? Then, click on the "<" symbol within the "Trustcard" block.
    
15. Place the Trustcard in the desired position (). Then click on "Save" ().
    

Now, test the functioning of your Trustbadge. To do this, place a test order in your shop. When the Trustcard appears at the end of your order, you have successfully integrated the Trustbadge into your shop, Buyer Protection is active and shop reviews will be collected.

Display Service and Product Reviews in your shop

Numerous widgets are available to display your collected reviews and your overall rating in your shop. The widgets are customisable and the selection is constantly expanding.

Do you use Shopify’s Online Store 2.0?

• Yes. Then follow these instructions: Configuration with Online Store 2.0
• No. Then follow these instructions: Configuration with Vintage Themes

Configuration with Online Store 2.0

1. Within the plugin, open the tab „Widgets“.

2. Click on „Create a new widget“. A pop-up window will appear.
   
3. Click on „Go to eTrusted“ and log into the eTrusted Control Centre. The eTrusted Control Centre's widget library appears.
   
4. Select a widget and click on the corresponding button „Create“. The widget’s configuration overview appears.
   
5. Configure the widget according to your wishes. Then click on „Create widget code“.
   
6. Return to the plugin. Click on „Reload list“. The widget just generated is now listed in the box „Current widgets“.
   

7. Select the option „Manual Placement“ in the drop-down menu „Select a location“ ().
8. Are you currently configuring a Product Review widget? If yes, also use the drop-down menu „Product id“ () to determine which product label the widget should use to identify the products.
   

Would you like to see the widget before integrating it into your shop? Then move your cursor over the eye symbol () to see an example of the widget.

9. Click on „Save changes“. This has made the widget usable within your Shopify Theme Editor.

10. Exit the Trusted Shops plugin.
11. Click on „Online Store“ () in the Shopify main navigation. The overview „Themes“ appears.
12. Click on „Customize“ (). The Theme Editor opens.
    
13. Use the drop-down menu at the top of the screen to select the page where you want to place the widget.
    
14. Within the navigation on the left side of the screen, select the section in which you want to place the widget. Click on „Add Block“ ()" within this section. Then choose the widget ().

15. Place the widget in the desired position () within the section.

You want to remove the inserted widget from your website? In this case, first select the widget and then click on the rubbish bin symbol ("Delete") ().

16. Are all the widgets placed as required? If so, click on „Save“.

You have now successfully integrated the widget into your shop.

Configuration with Vintage Themes

1. Within the plugin, open the tab "Widgets".

2. Click on "Create a new widget". A pop-up window will appear.
   
3. Click on "Go to eTrusted" and log into the eTrusted Control Centre. The eTrusted Control Centre's widget library appears.
   
4. Select a widget and click on the corresponding button "Create". The widget’s configuration overview appears.
   
5. Configure the widget according to your wishes. Then click on "Create widget code".
   
6. Return to the plugin. Click on "Reload list". The widget just generated is now listed in the box "Current widgets".
   

7. Use the drop-down menu "Location" () to determine the pages and position in your shop on which the widget should appear.
8. Are you currently configuring a Product Review widget? If yes, also use the drop-down menu "Product id" () to determine which product label the widget should use to identify the products.
   

Would you like to see the widget before integrating it into your shop? Then move your cursor over the eye symbol () to see an example of the widget.

9. Click on "Save changes".

You have now successfully integrated the widget into your shop.

A whole range of information about your widgets is provided within the box „Current widgets“ . To make it easier for you to work with this information, we explain the structure of the box in the following figure and table.

	Widget	Here you will find the name of the widget, as used in the eTrusted Control Centre.
	Product id	In order to collect and display product reviews, eTrusted must be able to uniquely identify the products offered in your shop. At this point, you determine which product identification should be used. This setting is therefore only relevant if you want to display product reviews in your shop.
	Status	At this point of the line-up, you will be informed of the status of your widget. There are two possibilities: Integrated: The widget has been successfully integrated into your shop. Action required: The widget is not sufficiently configured. One possible cause for this announcement may be that no placement has been determined for the widget yet. Another reason may be that a widget previously placed in the eTrusted Control Centre has been deleted.
	Content	Here you can find out which types of reviews are displayed via the respective widget.
	Location	The placement of the widget within your shop is determined here. Possibilities include product pages, the checkout page, and the header or footer, for example.

Optimised sending of review invites

Adjust the sending time of review invites

Once you have activated the Trustbadge, reviews are collected automatically. By using the plugin, you have the option of adapting the sending time of review invites to your needs. Link the dispatch time to one of the order statuses stored in your shop system.

1. Within the plugin, open the "Review Invites" tab ().
2. Scroll to the "Send review invites at the right time to collect more and better reviews" area.
3. Use the "Service reviews" drop-down menu () to select the order status to which you want to link the sending time of your service review invites.
4. Use the "Product reviews" drop-down menu () to select the order status to which you want to link the sending time of your product review invites.

To be able to collect Product Reviews, you must first book them. Click on "contact our sales team" () if you want to book product reviews.

5. Click on "Save" ().

You have now successfully linked the sending time to an order status.

As soon as the order status is reached, a sending delay starts. The length of the sending delay is based on data from Trusted Shops for the optimal sending time. After the sending delay has expired, the review invite is sent.

Would you like to decide yourself how much time should pass between reaching the order status and sending the review invite? Then create an invite rule in the eTrusted Control Centre. This article can help you: How to send invites to my customers automatically?

Manually send review invites

If you do not want to collect your reviews automatically, or you want to manually invite customers to submit reviews in addition to the automated sending of invitations, you can use the Review Collector. To do this, you need a CSV file with data on the customers you would like to send review invites to. You can create this CSV file using the plugin.

1. Within the plugin, open the tab "Review Invites".
2. Scroll to area "Send Review Invites for previous orders".
3. Use the selection field "Export orders" () to define the period for which order data is to be exported.
4. Do you also want to collect product reviews manually? Then the CSV file must include data about the ordered products. To do this, set the "Include product data" () switch to green.
5. Click "Export" (). The CSV file is downloaded.
   
6. Log in to the eTrusted Control Centre.
7. Use the Review Collector with the help of this article: How can I manually invite customers for review with the Review Collector?

Additional settings options

Link sales channels to eTrusted

1. Within the plugin, open the tab „Settings“ .
2. Scroll to area „Channel settings“.
3. Link your sales channels (e.g. different language shops) to the corresponding eTrusted channel using the drop-down menus ().

4. Click on „Save changes“.
   

Unlink Trusted Shops

1. Within the plugin, open the tab „Settings“.
2. Scroll to area „Disconnect Trusted Shops“ .
3. Click on „Disconnect“.