Surveys: schedule and assign a questionnaire

A survey puts a questionnaire into the field. It sets when the questionnaire is available, how often it repeats, and which outlets and users get it. Once a survey is active, assigned reps see it in the StoreBuddy app for their assigned outlets.

Who uses it: administrators who plan store visits. Where: StoreBuddy › Surveys. The Surveys Overview lists every survey with its schedule and assignment counts, and lets you edit, copy, delete, filter and export.

Create a survey

Select Create Survey. Creating a survey takes three steps.

Step 1: Schedule Survey

Fill in the fields below, then select Next.

Field	Meaning
Name, Description	The name is shown in the mobile app.
Recurrence Period	Every visit, once per week, month, quarter or year, or once per outlet.
Priority	Low, Medium or High.
Start Date, End Date	When the survey is valid.
Defined Days	Weekdays, weekends or specific days when the survey shows in the app.
Questionnaire	The questions to use.
Notes for Field Team	Instructions for reps.
Min Surveys for Team	Check with your administrator before using it.
Active, Assign to All Outlets, Assign to All Users	Turn the survey on, or assign it to every outlet or user without picking them.

Step 2: Assign Outlets

Assign outlet groups, single outlets, or both. Each list has an Available and an Assigned side: tick rows and select Assign or Remove.

Step 3: Assign Users

Assign user groups, single users, or both, the same way.

Select Finish or Save to save the survey.

Who sees the survey in the app

A rep sees the survey when all of these are true:

• the survey is Active;
• today is between the start and end dates and is one of the defined days;
• the rep is assigned, directly or through a user group;
• the outlet is assigned, directly or through an outlet group;
• the recurrence period allows another submission at that outlet.

Next step

Follow submissions in the Inbox and Dashboard, and analyze the answers in Result Analysis.