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Magento 2 Product Reviews Manual

Introduction

This user guide is designed to cover installation and configuration of the Product Reviews & Reminders extension for Magento 2.

The module allows the store admins to expand the default Magento 2 product review functionality by introducing new blocks and brings the possibility to automatically collect customer feedback with the help of popup and email reminders.

This user guide is the primary documentation for the extension. Following the release of new features, this guide is continually updated with new topics, changes to the existing content, and improvements in the way the material is presented.

We strive to provide the highest quality documentation and welcome your feedback. If you have any comments or suggestions about this guide, please email us at marketingteam@mageworx.com.

The email address provided is for the documentation feedback only. If you have a technical question, please contact the support team.

Requirements and Installation

Product Reviews supports Open source (Community), Commerce (Enterprise) editions and Commerce cloud. The current version of the Magento installed on your website can be found in the lower right corner of any backend page.

Advanced Product Options has 3 separate ways of installation:

1) Copy the code (ready-to-paste package);
2) Use MageWorx Repository;
3) Use local Composer.

Change review settings

To adjust review settings, you can specify them regarding different products. It allows you to display a customer location for the reviews, to enable different options, to add a reward message, and to let your customers add their images to the reviews.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the STORES tab, click Configuration.
  2. Under MAGEWORX, select Extended Review.
  3. To adjust image settings, under Review Settings, do the following:
    1. In the Display Images field, select No if you do not want to display images. By default, it is set to Yes.
    2. In the Allow Images Uploading field, select No if you do not want to allow the customers to add their images to the reviews. By default, it is set to Yes.
    3. In the Image Size, px field, set the width size of the thumbnails related to the review images.
  4. To define location settings, do the following:
    1. In the Display Location field, select No if you do not want to display a customer location for the reviews. By default, it is set to Yes.
    2. In the Location Template field, define how the location is shown on the front-end.
  5. To enable or disable different features, do the following:
    1. In the Enable “Helpful” field, select No if you do not want to add the helpful option for each review. By default, it is set to Yes.
    2. In the Enable Recommend Option field, select No if you do not want to enable “I recommend this product” features for the reviews. By default, it is set to Yes.
    3. In the Enable Pros & Cons field, select No if you do not want to enable the functionality to highlight the main product advantages and disadvantages. By default, it is set to Yes.
    4. In the Enable “Verified customer” field, select No if you do not want to enable the functionality to add the verified customer label to the reviews. By default, it is set to Yes.
    5. In the Add privacy check-box field, select No if you do not want to add the required consent check box to add a new review flow. By default, it is set to Yes.
  6. To define message settings, do the following:
    1. In the Message field, specify a text, which should appear near the consent check box.
    2. In the Add points message field**, select No if you do not want to add a reward message. By default, it is set to Yes.
    3. In the Reward Message field, specify a text, which should appear near the Add review button.
  7. In the upper-right corner, click Save Config.

Change filter settings

To adapt toolbar settings, you can choose the available filters and sorting for your customers.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the STORES tab, click Configuration.
  2. Under MAGEWORX, select Extended Review.
  3. Under Toolbar Settings, in the Filter Options field, select the available filters for your customers.
  4. In the Sorting Options field, select the available sorting for your customers.
  5. In the Default Sort By field, specify the default sort. By default, it is set to Date.
  6. In the Default Sort Direction field, specify sort direction. By default, it is set to Sort Ascending.
  7. In the Reviews per Page field, enter the number of reviews that will be displayed per page. By default, it is set to ten.
  8. In the upper-right corner, click Save Config.

Manage reviews

To control the content of your reviews, you can edit reviews blocks that the extension ads

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the MARKETING tab, click All Reviews.
  2. In the Reviews grid, next to the review you wish to edit, click Edit.
  3. Edit the selected review blocks as required.

Create an email reminder

To automatically send emails with a request to review an offering, set up email reminders. You can configure email templates and adjust creatives as you wish.

Before you begin

  • Log in to your admin panel
  • Design an email template (default Magento 2 settings)

Procedure

  1. In the left pane, on the MARKETING tab, click Manage Reminders.
  2. In the upper-right corner of the Reminders grid, click the New Email Reminder button to create a new email reminder. The Reminders grid is empty during the initial setup.
  3. Under Reminder Information, do the following:
    1. In the Name field, enter the email reminder name. It is visible in the backend only.
    2. In the Store Views box, specify one or more store views to send email reminders to. You can press and hold the ctrl key to select multiple options. Select All Store Views to enable the functionality for all store views.
    3. In the Customer Groups box, specify one or more customers to send the email reminder to. You can press and hold the ctrl key to select multiple options.
    4. In the Sent In, days field, specify the number of days after the order creation when the email reminder should be sent.
    5. In the Personal Email Template box, click the Use config arrow to select a specific popup email reminder template. By default, the We want to hear YOU! template is selected.
    6. In the Priority field, specify email reminders priority. If several email reminders match the same condition, the one with higher priority gets sent.
    7. In the Status box, click the Disable arrow to enable or disable the popup reminder. By default, it is set to Disable.
  4. In the upper-right corner, click the Save Reminder button.

Manage email reminder settings

If you want to make any changes in email reminders, you can make it by adjusting settings. It allows you to specify email senders and to set an email template.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the STORES tab, click Configuration.
  2. Under MAGEWORX, select Review Reminder.
  3. Under Email Reminder Settings, in the Enable field, select No if you want to disable email reminder. By default, it is set to Yes.
  4. In the Email Sender field, select the email sender from the list.
  5. In the Review Reminder Email Template field, choose the email template. By default, it is set to “We want to hear YOU!”.
  6. In the upper-right corner, click Save Config.

Create and design a popup reminder

To collect customer feedback on the storefront, set up popup reminders. You can adjust popup creatives as you wish. You can select one of the pre-defined templates or create a design of your choice.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the MARKETING tab, click Manage Reminders.
  2. In the upper-right corner of the Reminders grid, click the New Popup Reminder button to create a new popup reminder. The Reminders grid is empty during the initial setup.
  3. Under Reminder Information, do the following:
    1. In the Name field, enter the popup reminder name. It is visible in the backend only.
    2. In the Store Views box, specify one or more store views to display the popup in. You can press and hold the ctrl key to select multiple options. Select All Store Views to display popup reminders in all store views.
    3. In the Customer Groups box, specify one or more customers to display the popup to. You can press and hold the ctrl key to select multiple options.
    4. In the Display After, days field, specify the number of days after the order creation when the popup reminder should be displayed.
    5. In the Display On Mobile field, use the toggle to enable popup reminders on mobile devices. By default, it is set to No.
    6. In the Priority field, specify display priority of popup reminders. If several popup reminders match the same condition, the one with higher priority gets displayed.
    7. In the Status box, click the Disable arrow to enable or disable the popup reminder. By default, it is set to Disable.
  4. Under Design, do one of the following:
    1. In the Content box, click the Show / Hide Editor button, and then insert the HTML code of your own popup reminder design.
    2. On the right, click the Templates button to select one of the pre-built templates, and then proceed to step 5.
  5. Do the following:
    1. Click the option button of your choice, and then click the Load Template button to edit the template. You can click Cancel to return to the Design settings.
    2. In the Content box, edit the content of the popup reminder as you wish. You can use the standard editor or click the Show / Hide Editor button to edit the HTML tags.
  6. In the upper-right corner, click the Save Reminder button.

Manage popup reminder settings

If you want to make any changes in popup reminders, you can make it by adjusting settings. It allows you to set products count for a popup.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the STORES tab, click Configuration.
  2. Under MAGEWORX, select Review Reminder.
  3. Under Popup Reminder Settings, in the Enable field, select No if you want to disable popup reminder. By default, it is set to Yes.
  4. In the Max Products Count for Popup field, define the number of products count for a popup. By default, it is set to six.
  5. In the upper-right corner, click Save Config.

Set UTM parameters

To track customers’ engagement, you can add UTM parameters to links and change them.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the STORES tab, click Configuration.
  2. Under MAGEWORX, select Review Reminder.
  3. Under UTM Params, in the Add UTM Params field, click Yes if you want to add UTM parameters. By default, it is set to No.
  4. Fill in the UTM Source, UTM Medium, UTM Campaign, UTM Term, and UTM Content fields.
  5. In the upper-right corner, click Save Config.

Edit or delete a review reminder

To adjust the settings of one or more previously created popup and email reminders, make corrections as required.

You can delete or mass delete review reminders, apply filters to find a required review reminder, or drag-and-drop the columns to better organize the Reminders grid.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the MARKETING tab, under Review Reminders, click Manage Reminders.

  2. In the Reminders grid, do one of the following:
    • To mass edit review reminders, proceed to step 3.
    • To edit the content and settings of a specific review reminder, proceed to step 4.
    • To delete one review reminder, proceed to step 5.
    • To mass delete review reminders, proceed to step 6.
  3. Do the following:
    1. Next to the reminders you wish to mass edit, select the check boxes, and then click the Actions arrow under the grid with the list of reminders. Click Edit.
    2. Do one of the following:
      • To mass edit review reminders names, in the Name column, enter the new variable, and then click Apply.
      • To mass edit the number of days after which the review reminders should be displayed/sent, in the Period column, enter the new number, and then click Apply.
      • To mass edit the priority of the review reminders, in the Priority column, enter the new number, and then click Apply.
      • To mass edit the priority of the review reminders, in the Priority column, enter the new number, and then click Apply.
      • To mass disable or enable review reminders, in the Status column, click the All in Column arrow, and then select Enabled or Disabled. Click Apply.
  4. Do the following:
    1. Next to the reminder you wish to edit, in the Action column, click the Select arrow to see more options. Click Edit.
    2. Adjust the selected reminder as you wish.
    3. In the upper-right corner, click the Save Reminder button.
  5. Do the following:
    1. Next to the reminder you wish to delete, in the Action column, click the Select arrow to see more options. Click Delete.
    2. On the popup, do one of the following:
      • Click OK to delete the reminder.
      • Click Cancel or close the popup to return.
  6. Do the following:
    1. Next to the review reminders you wish to mass delete, select the check boxes, and then click the Actions arrow under the grid. Click Delete.
    2. On the popup, do one of the following:
      • Click OK to delete the reminder.
      • Click Cancel or close the popup to return.

Manage unsubscribed customers

To track customers who opt to unsubscribe from review reminders, overview the unsubscribed customers list. You can manually add customers to the list when required or following a request.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the MARKETING tab, under Review Reminders, click Unsubscribed Clients.
  2. In the Reminders grid, do one of the following:
    • To manually unsubscribe a customer, proceed to step 3.
    • To delete one unsubscribed customer, proceed to step 4.
    • To mass delete unsubscribed customers, proceed to step 5.
  3. Do the following:
    1. In the upper-right corner of the Unsubscribed Clients grid, click the New Unsubscribed button.
    2. In the Email field, enter the customer email you wish to unsubscribe, and then click the Save Unsubscribed button.
  4. Do the following:
    1. Click Delete in the Action column next to the selected email address.
    2. On the popup, do one of the following:
      • Click OK to delete the reminder.
      • Click Cancel or close the popup to return.
  5. Do the following:
    1. Next to the emails you wish to mass delete, select the check boxes, and then click the Actions arrow under the grid with the list of email addresses. Click Delete.
    2. On the popup, do one of the following:
      • Click OK to delete the reminder.
      • Click Cancel or close the popup to return.

Manage action logs

To overview any interactions of the customers with email and/or popup reminders, use the Log grid. It allows you to apply filters and quickly overview time-stamped information about all the set reminders, i.e., actions, customer emails, back-end reminders names, email templates used, and more.

Before you begin
Log in to your admin panel

Procedure

  1. In the left pane, on the MARKETING tab, under Review Reminders, click Logs.
  2. In the Log grid, do one of the following:
    • To overview a specific log entry, proceed to step 3.
    • To mass delete log entries, proceed to step 4.
    • To delete all the log history that is older than 60 days, proceed to step 5.
  3. To overview a specific log entry in more detail, click the corresponding field.
  4. Do the following:

    1. Next to the log entries you wish to mass delete, select the required check boxes, and then click the Actions arrow under the grid. Click Delete.
    2. On the popup, do one of the following:
      • Click OK to delete the reminder.
      • Click Cancel or close the popup to return.
  5. Do the following:
    1. In the upper-right corner of the Log grid, click the Run Cleanup text
    2. On the popup, do one of the following:
      • Click OK to delete the reminder.
      • Click Cancel or close the popup to return.

Configuration

On the Configuration page, you can manage review and reminder settings. To have access to all these options, you have to sign in.

Extended review

Under extended review, you can adapt review and toolbar settings, set them to your needs and preferences. Otherwise, you can set them by default.

Review reminder

Here you can adjust email and popup reminder settings, enable and disable them at any time. It also allows you to add the following UTM parameters and track the performance of review reminders:

  • UTM Source is the variable that allows you to track where the traffic originated from.
  • UTM Medium is the variable for tracking the type of traffic the visitor originated from.
  • UTM Campaign is the variable that allows you to track the performance of a specific campaign.
  • UTM Term is the variable for tracking which keyword term a website visitor came from.
  • UTM Content is the variable that helps you track which link was clicked if you have multiple links pointing to the same URL.

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free submit a ticket from https://www.mageworx.com/support/ 



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