"Create Invitation" node

TrustMate is a tool that enables building online brand image through management of reviews of your online shop or company. Use this integration to build workflows that will automatically pass information about purchased products. In return, TrustMate will give back the survey link which you can use in a seasonal communication to your customers.

This node is recommended when you want to generate invitation links for one or multiple products simultaneously. Additionally, the integration allows for flexible management of product parameters from transactions that are to be passed on for creating an invitation.
If you want to generate invitation link for a single products, you can use "Get Survey Link (Single Product)" node

Prerequisites

Contact TrustMate support in order to receive the API key required for authorization.

Node configuration

1. Go to Automation > Workflows > Create new.
2. Create a workflow by adding nodes and arranging them in an order that aligns with your business requirements and the intended logic.
   
   Tip: You can read more about the workflow basics in Creating workflows.
3. As one of the nodes, select Trustmate > Create Invitation.
4. To allow the data exchange, establish a connection between Synerise and TrustMate, click Select connection.
5. From the dropdown list, select the connection.
   • If no connections are available or you want to create a new one, see Create a connection.
   • If you selected an existing connection, proceed to defining the integration settings.

Create a connection

After you generate an Access Key in TrustMate, use it to establish a connection.

1. In the Connection name field, enter the name of the connection.
   It’s used to find the connection on the list.
2. In Access Key, enter access key for API requests.
3. Confirm by clicking Create.
4. Then click Next. Result: You will be redirected to the form in which you will define the integration settings. The connection you created is available in Settings > Connections.

Define the integration settings

Note: Fields marked with the icon accept snippets or inserts. This integration allows usage of profile-related inserts.

1. In the Customer’s firstname field, enter the name of your customer. You can use the following insert to extract it from the customer’s attribute: {{ customer['firstname'] }}.

2. In the Customer’s email field, enter the email of your customer. You can use the following insert to extract it from the customer’s attribute: {{ customer['email'] }}.

3. In the Order Id field, enter the order Id of the purchase that triggers the workflow. Use the following insert to extract it from the profile event trigger: {{ event.params['$orderId'] }}.

4. In the Language field, enter language code. for example: pl, en, de. Codes must be lowercase (see RFC5646).

5. Field Configuration ID can be used in some advanced use cases you may want to directly choose which invitation config should be used for given invitation. This field is optional.

6. In the Products field, you can provide one or more products from the transaction for which you want to create a product review invitation. The minimum required fields that must be provided are:

   • id (your product unique id)
   • name (required)
   • brand (not required, but recommended)

   Example with full product data for multiple products:

    [
           {
               "brand": "Amica",
               "category": "AGD / Fridge",
               "gtin": "0000000000000",
               "group_id": "gid00001",
               "sku": "UGG-BB-PUR-06",
               "mpn": "TRUST12345MATE",
               "image_url": "https://example.com/example.jpg",
               "image_thumb_url": "https://example.com/example-mini.jpg",
               "id": "id00000001",
               "name": "Fridge Amica 00000001",
               "product_url": "https://example.com/example.html",
               "priority": 1
           },
           {
               "brand": "Polar",
               "category": "AGD / Fridge",
               "gtin": "0000000000001;0000000000002",
               "group_id": "gid00002",
               "sku": "UGG-BB-FAX-55",
               "mpn": "TRUST12346MATE",
               "image_url": "https://example.com/example2.jpg",
               "image_thumb_url": "https://example.com/example2-mini.jpg",
               "id": "id00000002",
               "name": "Fridge Polar 00000001",
               "product_url": "https://example.com/frania.html",
               "priority": 2
           }
       ]

7. Confirm by clicking Apply.

Example of use

For an example of use, refer to our use case.