Using Trusted Shops with a plugin

Installation

In order to use our plugin, you must first install it. The installation method is different for each shop system. Follow these steps to install your plugin:

  1. Open Help Center article Integrate Trusted Shops into your shop.
  2. Use the logo list found there to open the corresponding instructions.
  3. Follow the steps in the corresponding instructions.
  4. Then return to this guide to configure your plugin.

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.
1_-_EN_Not_yet_a_customer.png

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“.
    2_-_EN_Request_Pfeil.png
  3. The eTrusted login page appears in a new browser tab. Enter your username (01_16x16.png), password (02_16x16.png), and click „Log in“ (03_16x16.png).
    3_EN_Login_CC.png
  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.
    4_-_EN_Copy_Client_ID_CC.png
  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”.
    5_-_EN_Client_ID_einf_gen.png
  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.
    6_-_EN_Copy_Secret_CC.png
  7. Switch to the browser tab with the plugin login page. Insert the cached Client Secret into the field „Client Secret“ (01_16x16.png) by right-clicking and selecting "Insert". Click „Connect“ (02_16x16.png).
    7_-_EN_Secret_and_connect_button.png
The following step does not apply if your Trusted Shops registered sales channel can be definitively assigned to an eTrusted channel. In this case, the plugin will open directly.
  1. 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 (01_16x16.png). Then click „Save“ (02_16x16.png).
    8_-_EN_Channel_Mapping.png
You must link at least one of your sales channels to eTrusted to be able to click on „Save“ . We advise you to link all of your sales channels to eTrusted before starting the configuration. Otherwise, the settings you have made will not be visible in your shop. You can change your links at any time via the tab „Settings“ within the plugin.

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

 

trustmark%2Breviews_copy.png

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“.
    9_-_EN_Trustbadge_Settings.png
  2. In the drop-down menu „Channel selected“ (01_16x16.png), select the sales channel for which you want to carry out the configuration.
You have the option of configuring individual settings for each of your sales channels. The configuration made for one channel will not be applied to your other sales channels. Do not forget to configure your other channels as well.
  1. Check that the switch is set to „active“ (02_16x16.png). This setting activates the Trustbadge.
  2. You now have several options for the Trustbadge configuration:
    • Select „Standard“ (03_16x16.png). 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” (04_16x16.png). 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” (05_16x16.png). 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“ (06_16x16.png). This allows you move the Trustbadge up by the desired number of pixels in the respective display.
    • Select „Edit integration code“ (07_16x16.png). In this case, you can manually edit the Trustbadge code.
Manual editing of the code opens up more possibilities for you to adapt the integration, and display the Trustbadge in your shop to further suit your individual needs. Doing this requires advanced knowledge of code. In this article, we explain all the settings options you can configure using the Trustbadge code: What display options are there for the Trustbadge® and how can I integrate it into my shop?
  1. Click „Save changes“ (08_16x16.png).

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.

website_integration_custom_en-GB.png

Collect Product Reviews

To be able to collect Product Reviews, you must first book them. Click here if you want to book Product Reviews.
  1. Open the tab „Review Invites“ within the plugin.
  2. Set the switch „Send Review Invites for products“ to „active“.
    12_-_EN_Product_review_.png

This means that product reviews are now collected automatically.

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.

This article provides an overview of all available widgets: How do widgets look like on my website?
Please note that the widgets intended for displaying Product Reviews are only available if you have booked Product Reviews.
  1. Within the plugin, open the tab „Widgets“.
If widgets are already set up for the selected sales channel, they will be displayed in the box „Current widgets“. If you have not yet configured widgets, the box will be empty.
  1. Click on „Create a new widget“. A pop-up window will appear.
    13_-_EN_Create_a_new_widget.png
  2. Click on Go to eTrusted“ and log into the eTrusted Control Centre. The eTrusted Control Centre's widget library appears.
    14-_EN_Go_to_etrusted_CC_pop_up.png
  3. Select a widget and click on the corresponding button „Create“. The widget’s configuration overview appears.
    15_-_EN.png
  4. Configure the widget according to your wishes. Then click on „Create widget code“.
    16_-EN_Widget-Code_erzeugen__Pfeil___CC_.png
  5. Return to the plugin. Click on „Reload list“. The widget just generated is now listed in the box „Current widgets“.
    EN_Widget_Reload_list.png
Are there no widgets are listed in your box? Then please use the drop-down menu „Channel selected“ in the top left corner to check whether the correct sales channel has been selected.
  1. Use the drop-down menu „Location“ (01_16x16.png) to determine the pages and position in your shop on which the widget should appear.
  2. Are you currently configuring a Product Review widget? If yes, also use the drop-down menu „Product id“ (02_16x16.png) to determine which product label the widget should use to identify the products.
    17_-_EN_Widget_1_full_review_list.png
Would you like to see the widget before integrating it into your shop? Then move your cursor over the eye symbol (03_16x16.png) to see an example of the widget.
  1. 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.

18_-_EN_Widget_2_mini_stars.png

01_16x16.png Widget Here you will find the name of the widget, as used in the eTrusted Control Centre.
02_16x16.png 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.
03_16x16.png 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.
04_16x16.png Content Here you can find out which types of reviews are displayed via the respective widget.
05_16x16.png 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. Depending on the functional spectrum of your plugin, up to three triggers are available for sending invites:

Each trigger initiates the sending delay that you set in your invite rule. You can create your invite rule in the eTrusted Control Centre.

Link sending time to order date

This option is available to all plugin users. It is active by default once you have activated the Trustbadge.

With this option, the plugin uses the invite rule you create in the eTrusted Control Centre. Implement the following steps to link the sending time to the order date:

  1. Open the "Review Invites" tab within the plugin.
  2. Scroll to the "Send Review Invites at the right time" section.
You don't see the "Send Review Invites at the right time" section? In that case your shop system only supports linking the sending time to the order date. No further settings in the plugin are necessary. Skip directly to Step 5.
  1. Select "Use the eTrusted Control Centre settings to send Review Invites" (01_16x16.png).
    01_EN.png
  2. Click on "Save changes" (02_16x16.png).
  3. Log in to the eTrusted Control Centre.
  4. Use this article to create and activate an invite rule that suits your needs: How do I set up an automated invite dispatch?

You have now linked the shipping time to the order date.

Link sending time to expected delivery date

This function is not supported by all shop systems. Currently it is available for the following shop systems: JTL Store, Shopware

For this option, the plugin uses the expected delivery date stored in your shop system. Implement the following steps to link the sending time to the expected delivery date:

  1. Open the "Review Invites" tab within the plugin.
  2. Scroll to the "Send Review Invites at the right time" section.
  3. Select "Use Estimated Delivery Date to send Review Invites" (01_16x16.png).
    02_EN.png
  4. Click on "Save changes" (02_16x16.png).
  5. Log in to the eTrusted Control Centre.
    03_EN.png
  6. Click on the gear symbol ("Settings") in the main navigation area (01_16x16.png). Then click on "Channel Settings" (02_16x16.png).
  7. Select the channel (03_16x16.png) that you want to set up an automated invite sending for.
  8. Open the "Optimise review collection" tab (04_16x16.png). Then, open the "Service Reviews" tab (05_16x16.png).
  9. Check off "Apply trigger date" (06_16x16.png).
  10. Use this article to create and activate an invite rule that suits your needs: How do I set up an automated invite dispatch?

This means that you linked the sending date of your Review Invite e-mail to the expected delivery date.

Link sending time to the order status "Shipped"

This function is not supported by all shop systems. Currently it is available for the following shop systems: Magento, PrestaShop

For this option, the plugin uses the order status "Shipped", which is stored in your shop system. Implement the following steps to link the dispatch time to the order status:

  1. Open the "Review Invites" tab within the plugin.
  2. Scroll to the "Send Review Invites at the right time" section.
  3. Select "Use order status "Shipped' to send Review Invites" (01_16x16.png).
    04_EN.png
  4. Click on "Save changes" (02_16x16.png).

You have now linked the shipping time to the "Shipped" order status. By default, Review Invites are sent 3 days after the order status has been reached.

Would you like to change the time period between the order status being reached and the invite being sent? In that case, follow these additional steps:

  1. Log in to the eTrusted Control Centre.
  2. Use this article to create and activate an invite rule that suits your needs: How do I set up an automated invite dispatch?
In some plugins it is possible to link the sending time to an order status other than “Shipped”. In the readme file that you downloaded with the plugin, you can read whether or not this is also possible for your plugin, along with the relevant necessary steps. Within the readme file, you will also learn how to adjust the period of time between receiving the order status and sending the invites according to the shipping methods or delivery service providers you use.

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“ (01_16x16.png) to define the period for which order data is to be exported.
  4. Click „Export“ (02_16x16.png). The CSV file is downloaded.
    21_-EN_Export_.png
  5. Log in to the eTrusted Control Centre.
  6. 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 (01_16x16.png).
  4. Click on „Save changes“.
    22_-_EN_Setting.png

Unlink Trusted Shops

If you unlink your shop system from Trusted Shops, all settings will be lost. You cannot undo the deletion.
  1. Within the plugin, open the tab „Settings“.
  2. Scroll to area „Disconnect Trusted Shops“ .
  3. Click on „Disconnect“.
    23_-_EN_Setting_disconnect.png

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