In this article we will be taking a look at on how to embed Trustmary's testimonials and surveys to a web site when using MyCashflow as the content management system. In this example, we will be using the testimonial embed. If you're looking for instructions on the same subject but for a different platform, please refer to the other articles in our Help documentation's Integrations section.

Getting the code snippets


Start by navigating to the Widgets section in Trustmary. In there, select a widget or create a new one.

Once in the widget editor, select the Rules tab at the top of the screen. Here you'll find the code snippets needed to embed the widgets.

What to do with the snippets?

Note, that the two snippets of code serve different purposes.

The first snippet, Trustmary tag, is a global script which enables the loading of the widgets. This script needs to be installed once, either with Google Tag Manager or inside the <head> tag of a website. We recommend installing the script with Tag Manager, as scripts installed like this are activated more reliably and with less interference to other components of a site. For the installation process, check out this guide.

The second snippet is the embed code itself. This snippet loads a widget into where it is placed on the site.


For surveys, the embed code can be found in the Collect tab of the survey in question. Once there, scroll down to the end of the page and you will see a section titled Embed to Website. Click Copy under the code snippet and you're ready to move to the next stage.

Embedding the code in MyCashflow

Front page and similar pages

MyCashflow makes it rather simple to embed code such as ours to a site. Now that you have the embed code, navigate to the overview page of MyCashflow. From the overview, locate the Products tab near the top.

From the products tab you can either select an existing product or category to edit, or add a new one.

Once you're in the editing view of a product or category, scroll down until you see a text box titled Description or Product information. Look for a button with brackets in the top of the text box and click it. This turns on the code editing mode in the box. Don't worry, you can't miss it; the box turns black when the mode is turned on.

Now just paste the code into the text box and click Save in the bottom of the page. Once the changes are saved, you can take a look at your brand new embed by clicking the View store button in the upper right side of the page.

And that's it! You now have your testimonials on your site for all your visitors to see.

Order confirmation ("thank you") page

Embedding something into a order confirmation page is a bit more technical, but it can be done with very little prior knowledge by following the instructions.

If would like to embed a survey into a order confirmation page for testimonial gathering, see MyCashflow's instructions on how to find the confirmation page.

Following these instruvtions, navigate to the page file and paste your survey's embed code where you would like it to appear. The code snippet can be found in the survey's Collect tab.

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