Customer Radar - Trigger Post Close Won or Close Lost Surveys from Customer Radar

Customer Radar - Trigger Post Close Won or Close Lost Surveys from Customer Radar

It is now possible to trigger Customer Radar survey's directly from AutoPlay when leads are Close Won or Close Lost.  

To set up Customer Radar integration the account must have a API set up. 
  1. Customers who wish to get this functionality enabled via AutoPlay must email support@autoplay.co.nz
  2. The customer must already be a customer of Customer Radar.  If not please direct the customer to contact Customer Radar directly on support@customerradar.com
  3. The account must have a active API Record set up.  The record can be specific to selected Yards or for the entire account.  The API record should contain;
    1. User Name (called API Username by Customer Radar - Note all clients across AutoPlay  use the same API Username)
    2. Password  (called API Password by Customer Radar - Note all clients across AutoPlay  use the same API Password)
    3.  Key (called Client Display ID by Customer Radar)
    4. Token  (called Programme Display ID by Customer Radar)
    5. Identifier  (called Location Display ID by Customer Radar) 
  4. There are not commercials required to enable this function


  1. The account must have an active Automation record.  The Yards selected in the Automation record must mirror those set up against the API record
  2. The Automation is designed to be used with the Close Won/Sold or Close Lost Triggers, however it can be used with any Lead based trigger and all trigger filters can be applied to be more specific about which types of leads the integration is triggered on.  
  3. The Automation must have the Type "Send To Customer Radar API" selected, as well as one of the API's loaded in the API management screen.



When the lead reaches the conditions specified in the Automation it will send a request directly to the Customer Radar API.  If provisioned on Customer Radars side then they will trigger an automated email linking the customer to the survey.  Note - it is important to note that all email comms are originated from Customer Radar.  As AutoPlay only triggers the email via the Customer Radar API we have no control over the email template or any issues with the delivery of the email to the customer.  

The customer will recieve an email that links to a simple survey page like the below.  The questions asked on the survey are dependent on the service the dealership is signed up to with Customer Radar.  





The API query will be stored in System Admin>Logs>API Logs>Customer Radar (AutoPlay staff only).  The following fields are sent in the payload to Customer Radar.  
{
    "Data": {
        "clientDisplayId": "XXXXXXX"
        "programmeDisplayId": "XXXXXXX"
        "sendData": [
            {
                "email": "matt@autoplay.co.nz",
                "mobile": "",
                "firstName": "Matt",
                "lastName": "Darby",
                "locationDisplayId": "XXXXXXX"
                "metadata": [
                    {
                        "key": "email",
                        "value": "matt@autoplay.co.nz"
                    },
                    {
                        "key": "mobile",
                        "value": ""
                    },
                    {
                        "key": "name",
                        "value": "Matt Darby"
                    },
                    {
                        "key": "lead_id",
                        "value": "11492207"
                    },
                    {
                        "key": "contact_id",
                        "value": "19962320"
                    },
                    {
                        "key": "consultant",
                        "value": "Matt Darby"
                    },
                    {
                        "key": "rego",
                        "value": "LEE004"
                    },
                    {
                        "key": "vehicle_make",
                        "value": "Honda"
                    }
                ]
            }
        ]
    }
}

As AutoPlay are sending customer data to Customer Radar we will need a completed Data Authority Agreement (DAA) form sent to support@autoplay.co.nz.  Please see template attached.