"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 Hub > Workflows > New workflow.
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.

Test integration

You can run a test request. If the request body contains a dynamic reference to a profile attribute and/or an event data from preceding nodes, then you can define the context using test profile data.

1. In the Test integration section, click Send test request.
   Result: A test request builder opens. If:
   • a request body contains dynamic references, the request preview appears after you select the context of test profiles and events.
   • a request body contains static data, the preview of the body request appears immediately.

   

2. If your request contains dynamic references (otherwise, the options aren’t available):
   • From the Test profile dropdown, select a test profile in the context of whom the test request will be performed.
   • From the Event context dropdown list, you can select a particular occurrence of an event whose values/information will be used for the test request.
     1. Select a test profile.
        Result: A history of test profile events appears.

        

     2. From the list of events, select one whose data you want use as a context. If there is no event you can use, in the upper-right corner of the pop-up, click Define own event and provide the body of the event.
     3. Confirm by clicking Apply.
3. Verify the request body. If there is someting you want to change, come back to the node settings from previous steps.
4. If the request body is ready to test, in the upper-right corner, click Send request.
   Result: The response section appears and the Update response event button becomes active.
5. Optionally, you can update response event with new parameters by clicking Update response event in the upper-right corner.

Example of use

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