🌟 What is Customer Radar?
Customer Radar is a customer experience and review management platform that helps businesses:
Collect private feedback and public reviews (especially Google Reviews)
Improve customer retention and online visibility
Automate feedback collection after appointments
Use feedback to drive bookings and showcase satisfaction on your website
This guide will show you how to set up your Customer Radar feedback communication templates and provides a recommended procedure to embed your feedback requests into your daily workflow.
✉️ Set Up Communication Templates
To send feedback requests via SMS or Email, you'll need to create Communication Templates in Auxo Workshop.
How to create a template:
We have a detailed guide on setting up communication templates here, but the short version is:
Go to Templates in the left-side menu
Click the Communication tab
Click New Template
💡Tip: Set the Category of your Customer Radar templates to Customer.
Avoid using the Invoice category, as it automatically attaches invoices to emails.
📌 Important: You’ll need your unique feedback link from Customer Radar.
If you haven’t received it yet, contact their support team at [email protected].
📱 SMS Template for Customer Radar
After clicking New Template select SMS
Enter the template name: Customer Radar SMS
Set the Category to Customer
In the Message field, paste the feedback message provided by Customer Radar
Replace
[feedback link]with your unique feedback linkUse dynamic placeholders like
@registrationand@workshopnameby selecting them from the placeholder list
Example Message:
Give us feedback on your recent service for your vehicle @registration. Go to [feedback link] - it only takes a few seconds! Regards @workshopname
✅ Click Create to save the template
❌ Click Cancel to discard
📸 Screenshot Example:
📧 Email Template for Customer Radar
After clicking New Template select Email
Enter the template name: Customer Radar Email
Set the Category to Customer
Use the subject line: How did we do?
Paste the feedback message provided by Customer Radar (example below)
Replace
[feedback link]with your unique feedback linkUse placeholders like
@customerfullnameand@workshopname
Example Message:
Hi @customerfullname,
Thanks for your visit to @workshopname.
We’re really interested to hear about your experience so we can see what we’re doing well and where we can improve. There’s only one quick question.
Click the link to let us know how we did: [feedback link]
Kind regards,
@workshopname
✅ Click Create to save the template
❌ Click Cancel to discard
📸 Screenshot Example:
💡Tip: You could also add your feedback link into other templates, such as the default email template you send when emailing customer invoices!
🚀 Sending the Feedback Message
Once your templates are ready, you're all set to start sending feedback requests.
The steps below outline a suggested workflow where messages are sent the day after invoicing. This approach works well for many workshops, but feel free to adapt the timing and process to suit your own operations.
Open the Invoice List
Click the Invoice Date filter at the top of the list and select Yesterday
💡Tip: Save your filter for easy access next time!
Click the checkbox in the header to select all invoices
Click Send Email or Send SMS
Preview the selected recipients and click Next
Choose the Customer category
Select your Customer Radar template
Preview the message on the right
Click Send to send the messages
📘 Recommended Reading: Check out our Best Practice Guide on CRM for Customer Follow-Up After Pickup here.