Exporting ShopMetrics Data from Partner Platform

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• Partner Contacts & ShopMetrics Logins

  CX Orlando Dan Bradley <dbradley@cxorlando.com> URL: https://cxorlando.shopmetrics.com/auth/index.asp Username: hhgem Password: CX123 Multi-Value Sharon Degryse <sharon.degryse@multi-value.com> Gesani Meerhaeghe <gesani.meerhaeghe@multi-value.com> ...

• Testing Partner Imports

  For partners Second To None and Onion Insights, we are unable to test these ourselves and a ticket to the Product will be required to test these imports. For all other partners that use ShopMetrics: 1. Ensure you have the following Dotnet software ...

• Historical data import

  Some clients would like us import their historical data from other third parties they have used in the past. This could be from an old survey or mystery visit. We can do these but more often than not, we will need to manipulate the data into a format ...

• Branch Permanently Closing

  1. Check for any visits scheduled after the closure date. 2. Email diners and cancel visits, ensuring this does not impact the diner’s status. 3. Set the branch to 0 visits in Hive> Branches> Branch Settings. 4. Retire branch. - This may need to wait ...

• Adding a review source

  1. Go to https://reviews.hgem.com/ 2. Open the client account. 3. Find the branch in Settings> Locations. 4. In Review Sources, request for the relevant source to be added in the text box and ‘Submit’. - Include the URL to the review source page for ...