CoolR Group Inc

Appearance

Outlet Groups: assign surveys to many outlets at once ​

An outlet group is a named list of outlets, such as a chain, a region or a pilot set of stores. When you create a survey, you can assign the group instead of picking outlets one by one, and the same group can be reused by several surveys. Groups are optional: you can also assign single outlets, or all outlets.

Who uses it: client administrators and administrators. Where: StoreBuddy › Outlet Groups.

Create a group with sample data: group name and description, Available and Assigned lists with Assign and Remove, and Save

Create an outlet group ​

  1. Select Create Group.
  2. Enter a Group Name (5–50 characters) and a description (up to 200 characters).
  3. In Available Outlets, search, tick the outlets you want and select Assign. Repeat as needed.
  4. Select Save. The group appears in the overview.

Manage outlet groups ​

  • Change a group: select its edit action, then use Assign or Remove and Save.
  • From the overview you can also copy, deactivate, filter, export and delete groups. A group that has survey activity may not be deletable; deactivate it instead.
  • User Groups work the same way for users.
  • Surveys: assign the group in Step 2: Assign Outlets.