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Settings & Configuration

Trustie works out of the box, but there’s plenty you can tweak to make it fit your needs perfectly. This page gives you an overview of every settings area and links to detailed guides where they exist.

Where to find settings:

  • If you have Tracksies HQ installed: Tracksies > Trustie
  • Trustie standalone: Trustie > Settings

Features (On/Off Toggles)

Control which parts of Trustie are active on your site.

Where: Tracksies > Settings > Features (or Trustie > Settings > Features)

FeatureWhat It ControlsDefault
TestimonialsTestimonial forms, display, and the Testimonials post typeOn
ReviewsProduct review display (requires WooCommerce)On
Review RequestsPost-purchase email remindersOn
Google ReviewsGoogle Places API integration and displayOn
Floating WidgetThe slide-out reviews panel on every pageOn
ModerationReview moderation toolsOn

Turning off a feature you’re not using is like unplugging an appliance you don’t need — your site runs a little leaner and there’s less clutter in your admin.

Reviews Settings

Auto-Approve

By default, new reviews wait for your approval before appearing on your site. This gives you a chance to moderate content before it goes live.

  • Auto-Approve ON: Reviews appear immediately — good for active communities where you trust your audience
  • Auto-Approve OFF: Reviews need your approval first — better for public-facing stores where you want to check content

You can always change this later. Reviews pending approval show up in WooCommerce > Reviews.

Email Notifications

Enable this to get an email whenever someone leaves a new review. The notification goes to your site’s admin email (the one in Settings > General).

Testimonials Settings

Testimonials are general business feedback — not tied to specific products. They work without WooCommerce.

Form Fields

You control what appears on the testimonial submission form. For each field, you can set:

  • Show — whether it appears on the form at all
  • Required — whether customers must fill it in
  • Label — the text that appears above the field
FieldWhat It’s For
NameThe customer’s name (always required)
EmailTheir contact email
CompanyTheir business name — great for B2B sites
TitleTheir job title or role
PhotoA headshot — testimonials with faces feel more trustworthy
RatingA star rating

Tip: Keep it short. The more fields you require, the fewer testimonials you’ll get. Ask for what you genuinely need and leave the rest optional.

The “Copy to Google” Prompt

After someone submits a testimonial, Trustie can prompt them to also leave a Google review. One click copies their testimonial text, and another opens your Google Business Profile.

To enable this, you need your Google Place ID configured first — see Connecting Google Reviews.

Google Reviews

Connect your Google Business Profile to display those reviews on your website.

This is a separate setup process involving a Google API key and Place ID. Full walkthrough: Connecting Google Reviews

Quick settings:

  • Sync frequency — how often Trustie checks for new Google reviews (default: daily)
  • Minimum rating — only import reviews at or above this star rating

Review Request Emails

Automatically send a friendly email after customers make a purchase, asking them to leave a review.

This feature needs email delivery configured — WordPress can write emails, but it needs a delivery service (called SMTP) to actually get them to inboxes. Full setup guide: Review Request Emails

Quick settings:

  • Enable/disable — turn email requests on or off
  • Days after order — how long to wait before sending (default: 1 day, we recommend 7–14)
  • Subject and message — customisable with placeholders like {customer_name} and {review_link}

Import Tools

Trustie includes tools to bring in content from other plugins and clean up your review data:

  • Import Testimonials — automatically detects testimonials from Strong Testimonials, Easy Testimonials, and Starter Templates. One-click import with the option to keep or remove originals.
  • Convert Comments to Reviews — turns existing WordPress product comments into proper WooCommerce reviews with a configurable default star rating.
  • Sync Product Ratings — recalculates average ratings and review counts across all products.

Full guide: Import Tools

Layout Settings

Reviews Page

Designate a page as your official reviews page. The floating widget and other internal links will point here.

  1. Create a page with the [trustie_reviews_page] shortcode
  2. Go to Trustie > Settings > Layout
  3. Select the page from the dropdown
  4. Click Save

Full guide: Setting Up Your Reviews Page

The Floating Widget

A slide-out panel that appears on the side of your site, showing reviews to visitors on every page.

Quick settings:

  • Enable/disable — toggle in Features or in Settings > Widget
  • Position — left or right side of the screen

Full guide: The Floating Widget

The Designer (Styling)

Customise how Trustie looks — colours, star colours, border radius, shadows — all without code.

Where: Trustie > Designer (or Tracksies > Designer)

Full guide: Making Trustie Look Amazing

Quick Reference: Where to Find Things

What You WantWhere It Lives
Approve reviewsWooCommerce > Reviews
Approve testimonialsTrustie > Testimonials
Change star coloursDesigner > Colours
Set up Google ReviewsTrustie > Settings > Google Reviews
Configure review emailsTrustie > Settings > Request Emails
Testimonial form fieldsTrustie > Settings > Testimonials
Feature togglesTracksies > Settings > Features
Reviews page designationTrustie > Settings > Layout
Widget settingsTrustie > Settings > Widget
Email queue/historyTrustie > Review Requests
Import testimonialsTrustie > Settings > Testimonials
Convert comments to reviewsTrustie > Settings > Product Reviews
Sync product ratingsTrustie > Settings > Product Reviews

Note: If you have Tracksies HQ installed, the menu structure is slightly different — Trustie appears as a submenu under Tracksies.

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