How to manage your reviews in Trustmary
Reviews menu
Start by navigating to the Reviews section from the navigation bar on the left side.
In the Reviews section, you'll find all the public reviews you have gathered from your customers. You can filter the reviews by using the filters on the left.
In the row at the top you'll find the Manage fields, Collect reviews, Create new, and Import buttons.
The Import button directs you to your Review Connections, where you can import reviews from various sources.
In Manage fields, you can set custom fields to the reviews into which you can then insert data from contact data.
The Collect reviews button takes you to Surveys where you can manage your surveys.
With the Create new button you can create a new custom review.

Review cards
Each review is presented on a card that contains all the information about the review. Near the top you can see the star rating, NPS, or CSAT the customer has given, the review date, and where the review came from (Trustmary or one of the review connections).
In the middle of the review card you can find the review itself, with the respondee's information and the survey through which it came from (if applicable).
Below the respondee information you can add Tags to the review. You can learn how to use tags in the help article on the subject.
Finally, on the bottom edge of the card you have the option to set the review Visible in widgets or Hidden from widgets. You can also share the review, view it on a separate page, reply to it (currently only for Google reviews), and Remove the review.

Updated on: 26/02/2025
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