Quick setup

This page lists, in order, the tasks required from opening your brand to publishing the first review. The steps in the panel require the Administrator role.

In the panel, screens with a lot of content are split into in-page tabs; in this documentation a tab is written together with its screen, as in Settings › Publishing. The selected tab is kept in the page address, so the same tab opens when you reload the page or share the address. To see what a term means, click the small ⓘ button next to headings, table columns, filters and summary tiles; a short explanation opens. The explanation closes with the Esc key or when you click elsewhere.

Account

• The Sayproof team opens your brand and the first administrator account. You receive the panel address; the password link is emailed to the first administrator’s address, is valid for 3 days and can only be used once. For details, see Panel address.
• Set a password of at least 12 characters and sign in at the panel address; your account opens your brand. Bookmark the address.
• Turn on two-step sign-in for your account (optional, recommended): Two-step sign-in.
• Add your team on the Setup › Users screen. Give each user only the role their work requires: Moderator for those who approve reviews, Analyst for those who produce reports. For details, see Users and roles.

Channel

• Create the channel with the Setup › Channels › Set up a channel wizard: name, market, language. Set up a separate channel for each site in another country or on another domain where you sell under another name. By default your brand can have up to 3 open channels; for more, use the Request another channel button (Channel allowance).
• If the channel appears to customers under a name other than your brand’s, fill in Name shown to customers, Sender email address and Support page address in the Edit the channel form; where a field is left empty, the brand name and the value in Invitation sending are used.
• If your brand has a privacy notice on the processing of personal data, enter its address (https) in the Privacy notice link field of the Edit the channel form; the link is shown under the review forms and in the footer of the invitation email.
• Verify the domain and enter the page the invitation link opens.
• Create the site key and the server key. The server key is used both for order transfer and for SSR; it is only shown at the moment it is created, so store it somewhere safe straight away.

For details, see Channel, domain and keys.

Products

• On the Products › Product sources tab, connect your product source (a product file address or a product service) and complete the field mapping. For details, see Products.

A review written for a product that is not in the catalogue is left for approval by the automatic checks. When the product list is up to date, reviews are matched to the right product and product names are shown in the statistics.

• On the Rating topics screen, assign a topic list to your product types (for example size and fit for shoes). For details, see Rating topics.

Invitations and publishing

• Invitation sending: waiting time, sending hours, daily limit, reminder and the system that sends the invitation.
• Email templates: subject line and sections. If no email template has been saved, Sayproof’s default invitation email is used.
• On the Settings › Publishing tab, choose the publishing method: Manual, Automatic or Hybrid. The Manual method is recommended at the start; you can change it once you have assessed the incoming reviews.

For details, see Invitations and emails and Settings.

Method statement

• Review the Market rules › Method statement tab. Sayproof publishes each channel’s method statement on your behalf; no further action is needed. If you prefer, you can publish a channel’s statement text on a page of that channel’s site and link that page instead. For details, see Market rules and method statement.

Connecting the site

• Make sure orders reach Sayproof. If your store runs on Akinon, Shopify or WooCommerce, set up the connection with Read from your platform on the Integration › Order transfer tab; otherwise, use Sent by your store to send a few test orders and check the incoming requests on the same tab. For details, see Akinon orders, Shopify orders, WooCommerce orders, Sending orders and deliveries.
• Add the review display to the product page. For details, see Ways to set up.
• Check the “Seen on your site?” section on the Integration › Showing reviews tab and the Connection log screen.

End-to-end test

• Send a test order in the delivered state.
• On the product page, use the “Verify my order to write a review” link to enter the order number and email address, then write a review.
• Confirm that the review appears in the Awaiting approval list, and approve it.
• Check that the review is shown on the product page. With SSR this can take up to 60 seconds.
• Once the waiting time has passed, an invitation is sent to the email address on the test order. Follow the invitation’s status on the Invitations screen.

If you run into problems, see Troubleshooting.