Invitation Profiles for Magento 2
Profiles are the core of the Product Review Reminder extension. Each profile defines a set of rules that determine which orders receive review invitations, when emails are sent, and what templates to use. Create multiple profiles to target different customer segments with customized messaging.
Location: Marketing → Review Reminder → Invitation Profiles
Profile Overview
A profile controls:
- Who receives emails - Store views, customer groups, order statuses
- When emails are sent - Delay after order, follow-up timing
- What emails contain - Templates, coupon attachments
- Which orders qualify - Conditions based on order attributes
Creating a Profile
- Go to Marketing → Review Reminder → Invitation Profiles
- Click Add New
- Configure each section as described below
- Click Save
General Settings
Basic profile identification and targeting.
| Setting | Description |
|---|---|
| Enabled | Toggle to activate/deactivate this profile without deleting it. |
| Name | Internal name for identification. Use descriptive names like "B2B Customers" or "NL Store". |
| Store View | Which store views this profile applies to. Select multiple to use one profile across stores. |
| Customer Group | Target specific customer groups. Useful for different B2B/B2C messaging. |
| Order Status | Which order status triggers the invitation. Typically "Complete" for shipped orders. |
| Maximum offset | Don't process orders older than X days. Prevents sending invitations for old orders when enabling a new profile. |
| Use Custom Form URL | Enable custom URL slugs for review pages. |
| Form URL | Base URL for review pages (e.g., "write-review" becomes "write-review-abc123.html"). |
| Valid for Days | How long the review link remains active. After expiration, customers see an error. |
First Mail Settings
Configure the initial review invitation email.
| Setting | Description |
|---|---|
| Send After | Days to wait after order reaches target status. Use 0 for immediate sending. Recommended: 7-14 days to allow delivery. |
| Sent From | Email sender identity (General Contact, Sales, etc.). |
| BCC | Send blind copy to this address for monitoring. |
| Default Template | Email template to use. Create custom templates in Marketing → Email Templates. |
Second Mail Settings
Optional follow-up reminder for customers who haven't reviewed.
| Setting | Description |
|---|---|
| Enabled | Activate second email functionality. |
| Sent only if no review is written after the first reminder | Skip customers who already submitted a review. Recommended. |
| Send After | Days after first email to send follow-up. |
| Sent From | Email sender for follow-up. |
| BCC | Blind copy address. |
| Default Template | Template for follow-up email. Consider a different tone (gentler reminder). |
Conditions
Advanced targeting using order attributes.
Use conditions to target orders based on:
- Order subtotal
- Product attributes
- Shipping method
- Payment method
- Custom attributes
Example Conditions:
- Only orders over €50:
Subtotal greater than 50 - Specific products:
Product SKU contains PREMIUM - Exclude certain methods:
Payment Method is not Cash on Delivery
Coupon Settings
Attach discount coupons to reward reviewers.
| Setting | Description |
|---|---|
| Attach Coupon | Enable coupon functionality for this profile. |
| Cart Rule | Select which cart price rule to use for generating coupons. The rule must have "Use Auto Generation" enabled. |
| Default Coupon Template | Email template for coupon notification. |
Override Email Templates
Use different templates based on customer's billing country.
This is useful for:
- Multi-language stores with single store view
- Country-specific messaging
- Regional compliance requirements
How to Configure:
- Click Add relation
- Select Country (billing country)
- Select Template for that country
- Repeat for additional countries
Customers from countries not explicitly mapped will receive the default template.
Coupon Templates by Country:
Same concept applies to coupon emails. Add country-specific coupon templates below the email template mappings.
Multiple Profile Strategies
By Customer Segment
- VIP Profile: Target high-value customer groups, shorter delay, premium template
- Standard Profile: Regular customers, standard timing
By Store View
- Dutch Store: Dutch templates, 10-day delay
- German Store: German templates, 14-day delay
By Order Value
- High-Value Orders: Orders over €100, include coupon reward
- Standard Orders: All other orders, no coupon
Profile Priority
When an order matches multiple profiles, the system processes based on profile order. Ensure more specific profiles are listed before general ones.
Best Practices
Do:
- ✅ Start with a single profile, expand after testing
- ✅ Use descriptive profile names
- ✅ Set reasonable delays (7-14 days after delivery)
- ✅ Enable second email for higher response rates
- ✅ Use country-specific templates for multi-language stores
Don't:
- ❌ Set very short delays (customers haven't received products)
- ❌ Create overlapping profiles without understanding priority
- ❌ Forget to set maximum offset on new profiles
- ❌ Enable profiles without testing email templates first
Testing a Profile
- Create a test order in your store
- Wait for cron to process (or run
bin/magento reviewreminder:queue --offset=0) - Check the Email Queue for your order
- Run
bin/magento reviewreminder:processto send immediately - Verify email delivery and review form functionality
Need More Help?
Documentation:
- All Help Articles - Complete documentation overview
Support:
- Contact Support - Get help from our team