Set up Customer Radar in your ezyVet system

The Customer Radar integration with ezyVet will enable your clinic to gather feedback and grow your Google reviews from your customers.

Follow this guide to get started. Once you have completed the two steps below, your ezyVet system will automatically invite the customers you have selected to give you feedback 1 hour after their appointment.

There are two easy steps: (it only takes a couple of minutes)

Step 1: Enable The Customer Radar Integration in ezyVet

Step 2: Fill in the Customer Radar set-up form

• General FAQs
• Customer Radar Dashboard FAQs
• Technical FAQs

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Step 1: Enable The Customer Radar Integration in ezyVet

First, you need to enable the Customer Radar integration from within ezyVet. 

1. Login to ezyVet with an admin user
   
   
2. Click Admin tab
   
   
3. Select Integration from the drop-down box on the left of the screen 
   
   
   
   
4. In the Integration search box on the right, Type API Partner
   
   
   
   
5. Underneath click the Partner dropdown
6. Scroll down and Select Customer Radar
7. Click Save above
   
   
   
   
8. When the page loads, under Scopes, click Select All

9. When all scopes are selected, click Save at the top of the page

10. Click Download Credentials. This will download a file named credentials-api.txt to your computer. You will use this to fill in the Customer Radar set-up form in Step 2.

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Step 2: Fill in the Customer Radar set-up form

Once you have downloaded your credentials-api.txt file from ezyVet to your desktop (from Step 1 above). 

Go to https://www.customerradar.com/ezyvet 

• Fill out the form and upload the credentials-api.txt file you downloaded in Step 1
  
  
• Select Clinics
  • Select All or select individual clinics you want to set up with Customer Radar

• Connect Google Review locations

• • (If-Match "Not Found" Use the search location function to confirm the Google Review location match and business name)

• Upload Clinic Logo(s) - Optional
  • Either one logo for all locations or unique logos for each location. 
  • Note: Skip this step if logos are not easily available as these can be added after set-up.

• Select appointment types
  • This determines which appointment types will send a feedback invitation

• Deceased Animals
• Choose whether to send to appointments where an animal has been marked deceased 
  • If you click 'No' then customers who have had an appointment where the animal has been marked deceased won't be sent a feedback invitation.
  • Note for this restriction to apply the animal must be marked deceased before the appointment is saved as completed or departed

• If you answered 'Yes' to the previous question, choose how long after the appointment when the animal was marked deceased the feedback invitation should be sent.
  
  • It can be anytime from 1 day onwards.

• Select appointment statuses
  • This determines which appointment types will send a feedback invitation - Completed & Departed are recommended
  • Selecting statuses covering at least 70-80% of appointments is highly recommended.

• Select the Email address feedback is sent from
  • Enter one email address for all locations or a separate email for each location.

• Select the time zone for your clinic
  • If you have clinics in multiple time zones, select the correct time zone for each clinic.
  • Single time zone:

• • Multiple time zones:

• Click Agree to Terms and Conditions and Click Start gathering feedback

Now you are all set to gather feedback

Customer Radar and ezyVet will automatically connect and you will be set up ready to go.

You will receive a welcome email from the Customer Radar team with your login details to the dashboard and how to use the Customer Radar platform.

Now your customers will be sent an email or SMS asking them for feedback 1 hour after their appointment. This time delay can be changed by sending an email to [e-mail]

Below are examples of what the email and SMS look like. Your logo and clinic name will be swapped out:

Email

SMS (sent from your clinics ezyVet SMS number)

Need help or have questions

There are a bunch of helpful information below or if you need anything you can contact the Customer Radar support desk at [e-mail]

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GENERAL FAQs

Video: How does the Customer Radar ezyVet integration work?

Can I change the 1-hour delay after an appointment to send a feedback invitation?

Yes, you can change the delay in Customer Radar. We recommend 1 hour so the experience from the appointment is fresh and provides more detail, but some places may prefer to wait up to a day.

Can I choose Email or Text Message to ask customers for feedback?

Yes. Customers will be sent an email. If they don't have an email, they'll get a text message, (ezyVet charges may apply).

In Customer Radar, you can change the setting to send a text or email first or use text or email only.

If a customer brings in two pets, will they be sent two feedback invitations?

No. Customer Radar checks if a customer has received a feedback request in the last 60 days (or any time-period you select) before sending another one.

If a customer has already received a feedback request within this period, they won't be sent another.

Which email address is the feedback invitation sent from?

The email is sent from the email selected in the Customer Radar sign-up form. This can be one email for all locations or a unique email for each location.

If this user is deleted in ezyVet or needs to be changed, please let the Customer Radar Support team know the new user. 

Can a specific customer be excluded from receiving the feedback invitation?

Yes, by using the tag function in ezyVet.

Assign a tag to a contact then let Customer Radar know the tag name by emailing it to [e-mail]

Next time one of your contacts with that tag has an appointment they won't be sent the feedback invitation.
Need help setting up a tag? Check out the 'Tag Configuration' article in the ezyVet Knowledge Center.

Should I send a feedback request if I know the customer will likely be unhappy?

Yes. It's important to ask unhappy customers for feedback so they can share their concerns privately. This can prevent them from posting negative reviews on public platforms like Google Reviews if they feel unheard.

How do I update my Customer Radar integration settings?

For any setting changes you're not able to make, send the details to the Customer Radar Support team at [e-mail]

CUSTOMER RADAR DASHBOARD FAQs

How do I use Customer Radar?
Check out our handy training video here or the following support articles:

• Your Customer Radar Dashboard
• Your Comments Page

I need to contact Customer Radar support or need help with setting up the integration
Get in touch with Customer Radar Support at [e-mail]

TECHNICAL FAQs

Is customer data stored anywhere outside of ezyVet or Customer Radar?
No. Personal data is passed securely straight from ezyVet to Customer Radar and is not stored anywhere in aggregate. 

What customer data is passed from ezyVet to Customer Radar?
Currently, data for each appointment includes the Email Address, Mobile, Appointment ID,
Appointment Type, Appointment Start Time, Animal Species and Animal Name.

How does the integration work?

• ezyVet API transmits customer appointment data to Customer Radar after an appointment.
• Customer Radar processes this data against predefined send rules.
  • Send rules include filters for appointment type, status, and feedback invitation frequency (e.g., no repeat within 60 days).
• Configuration options in Customer Radar allow clinics to customize send rules based on their operational preferences.
• Qualifying appointments trigger Customer Radar to issue a POST request to ezyVet, initiating an Email or Text Message feedback invitation.
  • The invitation utilizes a template containing a unique feedback link for the clinic.
• Customer Radar employs the ezyVet API for retrieving appointment specifics, which are subsequently associated with the corresponding feedback in the dashboard for analytical purposes.