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EmbedReviews Archives - EmbedSocial

How to make a Reviews Zap in Zapier with EmbedSocial

Before you start creating Zaps, you need to have a Zapier account and EmbedSocial account for the EmbedReviews product.

Once you’re logged in to your Zapier and EmbedReviews account, just follow these steps to setup your first Zap.

Please note that at the moment you can do the following:

  • Trigger – Send customer reviews information to other apps, such as CRMs or ticketing apps
  • Action – Save reviews or customer testimonials from other sources, such as forms created with Typeform or Google Forms.

Setting up EmbedSocial as Trigger

1. The first step is to select EmbedSocial as the trigger app.

choose embedsocial as trigger in zapier

2. Next, select the trigger provided as an option by the EmbedSocial integration with Zapier.

select embedsocial zapier trigger

Currently, the provided trigger by EmbedSocial is:

‘New Review’ – Triggers every time you receive a review collected within your EmbedSocial account.

select embedsocial trigger

Once choosing this trigger just click ‘Continue’.

3. In the next steps, you are required to connect your EmbedSocial account with Zapier. A pop-up will appear where you will need to submit your Zapier API key as show below:

To find the API key, just go to Integrations in your EmbedSocial admin account and copy the provided API key. (you can find the API code in the bottom part of the page, as shown below.)


4. Next step is to test and see if your EmbedSocial account returns sample reviews to Zapier. If the test is finished with no errors then you are ready to continue to the next step and setting the action.

Please note that you can set an action with any app you want. But the most usual use case will be a CRM, spreadsheet or any other software where you store or collect customer data. This means that with EmbedSocial you will be able to fill in the reviews / testimonials information from your customers in the apps where you have all other information about them.

Setting up EmbedSocial as an Action

In case when you want to collect reviews or customer testimonials via other apps, you can use EmbedSocial to store this information and centralize all customer testimonials in one app.

This can be done, when creating a Zap via Zapier that EmbedSocial acts as the Action portion of the process.

So, to set up EmbedSocial as an action, just follow these steps:

1.Choose EmbedSocial from the Action apps search filed

2. Choose the action provided by EmbedSocial. Currently, this is the action that is available:

Create Review: Create a review in an EmbedSocial Custom source.

EmbedSocial zapier action

3. Choose the EmbedSocial account if you already connected it with Zapier (if not please check the step 3 in the above text on how to connect your EmbedSocial API key with Zapier.)

4. In this step, you will need to create the template. The action that EmbedSocial provides has few fields that need to be filled in by the trigger app in order for the zap to properly function.

The required fields are: ‘Custom Review Source’, ‘Reviewer Name’ and ‘Rating’.

So in order to make sure these fields are properly filed in, just click on the drop down next to it to fill them in with the data provided by the trigger app. Fo example, here is how to setup the Reviewr Name when having this information in a Google spreadsheet.

zapier template embedsocial

5. Once you set up the template, in the next step check the sample data that will be sent to your EmbedSocial account and click ‘Send test to EmbedSocial’.

sample mebdsocial zapier data

If the live test sends the sample data to your EmbedSocial in the next 15 minutes, then your Zap is working properly and you are ready to make it live, just set it On in the last step:

This is a quick and simple tutorial of what you can do with the EmbedSocial + Zapier integration.

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If you have any Zap idea or if you need help to setup your EmbedSocial zaps, feel free to chat with us.

How to install EmbedSocial reviews plugin in Magento

This is a quick step by step tutorial on how you can set up the EmbedSocial plugin in Magento. Once you install the plugin, you will be able to configure it and set it up to send reviews request emails to every customer who purchases a product on your website. And this process is entirely automated, you will only need to set it once.

Follow the steps below to install and configure the plugin:

Step 1: Installation

Get the Magento Reviews Plugin from GitHub.

  1. Upload the extension into your Magento root directory under{MAGENTO_ROOT_DIR}/app/code/EmbedSocial/Reviews
  2. Enter the following at the command line
    php bin/magento maintenance:enable
    php bin/magento setup:upgrade
    php bin/magento maintenance:disable
    php bin/magento cache:flush

Step 2:  Configuration

Open Magento, go to ‘Stores’ and click on ‘Configuration’.

Magento store configuration

Once you’re on the Configurations page, go to ‘Default Configurations’ and click on ‘Default Store View’.

Magento store view

If you scroll down you will see ‘EmbedSocial’ click on it and click on ‘Reviews’.

EmbedSocial Magento plugin

Here, you will need to paste the API Key that you will find in your EmbedSocial account, and select the status of your order (in this case Complete) so when your order reaches this status your customers will receive Review requests:

EmbedSocial Magento API key

And the last step is to click on ‘Save Config’ on the top right:

Save magento key

That’s it.

If you need any help feel free to chat with us.

How to get your Magento API Key

1. Open your EmbedSocial account, and go to ‘Sources’ on the left-hand side menu:

EmbedSocial sources

2. Once you’re on the ‘Sources’ page, click on ‘Add Source’ on the top right:

add magento source

3. On ‘WebShop Sources’ click on ‘Magento Orders’

embedsocial magento plugin

That’s it, this is your Magento API Key:

magento api key

If you have any questions please feel free to reach out to us.

We’re here to help!

How to add schema code in WordPress

If you are using WordPress you need to add the schema code to a specific page or a blog post in order to make sure it triggers the aggregated rating snippet in the Google search results.

EmbedReviews provides schema codes, that include the aggregated rating from the total reviews in a specific reviews widget, which when embedded in a webpage can allow Google to show star snippet in the search results of that page.

You can find the schema code in the Schema tab in your Reviews feed.

schema code wordpress

Please note: The platform provides two schema code options:

  1. A static code – outlined with the red border. This code is fixed and it won’t change the ratings values although the ratings update in your reviews feed.
  2. A dynamic code – outlined with the blue border. This code is dynamic and it will change once you receive a new review and the aggregated rating changes. To get the dynamic code you will need to install the WordPress

Here are two ways how you can embed the schema code in WordPress:

Read below how you can do this for the both cases.

Add schema code directly in the page HTML editor

The simplest way to add the code is to go to your Page editor and add the code in the page HTML block.

Here is how to do this:

  1. Open your page and click the plus icon in the text editor
  2. Choose the ‘Custom HTML’ block (as shown below)
  3. Paste the schema code in the block
  4. Click ‘Update’
custom html block WordPress

The schema code will be embedded in this page HTML and you will only need to submit the page URL in the Google console for a new re-crawl (read below if you need help on how to do this)

In some cases, the schema code does not trigger the star snippet if it is not placed in the page header, above the </head> tag.

In order to do this and paste the schema code only on a selected WordPress page and not paste it in the global WordPress header, please follow these steps:

  1. Install and activate this plugin or any similar plugin that allows you to add code in the head of a specific WordPress page
  2. Open your WordPress Page, scroll down and find ‘Add to head’ block
  3. Paste the schema code in this ‘Put your head html here’ input field
  4. Click ‘Update’
header code wordpress

The schema code now will appear in your page header and you will need to submit this page URL in your Google Console for a new re-crawl by the Google bots in order to reflect these changes in the Google search results.

Here is how to request re-indexing in Google search Console:

  1. Go to your Google Search Console
  2. Click ‘URL Inspection’ in the left menu
  3. In the top search field paste the page URL
  4. In the new page click ‘Request indexing’
google console request index

It takes some time for the bots to re-index the page, and once process is finished and the page is indexed with the new schema code, the star snippet will appear in the search results.

If you have any questions, feel free to chat with us.

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