You've created your perfect form that you want to share with your field users. The following steps will explain how to do just that.


1. On the form creation page of your checklist, click on Share.

2. Select whether you want to create an In-store checklist or a user feedback checklist:

  • In-store checklists: when your goal is to gather data that is related to your store network. It's the best choice for store audits, merchandising checks or sales animations.

  • User feedback checklist: when your goal is to gather data that is not related to your store network. It's the best choice for onboarding new employees, satisfaction surveys or to gather employees feedback.

3. Select who will be able to send responses for your checklists. You can choose among the following:

  • All users: all the users of the organization will be able to send responses.

  • One team: select a team of your organization that will be able to send responses. Selecting this option will enable dynamic targeting, ie. adding or removing users to the selected team will update the targeting of the checklist.

  • Several teams and/or users: in this case, you can select a combination of teams and users who will be able to send responses. Selecting this option will also enable dynamic targeting, ie. adding or removing users to the selected teams will update the targeting of the checklist.

4. Select the stores where your respondents will be able to send responses. You can choose among the following:

  • All stores: respondents will be able to send responses on all the stores of the organization.

  • One store group: select a store group of your organization where respondents will be able to send responses. Selecting this option will enable dynamic targeting, ie. adding or removing stores to the selected store group will update the targeting of the checklist.

  • Several store groups and/or stores: in this case, you can select a combination of store groups and stores where respondents will be able to send responses. Selecting this option will also enable dynamic targeting, ie. adding or removing stores to the selected store groups will update the targeting of the checklist.

5. If you are expecting a specific number of responses per user or per store, you can define an objective for your campaign.

Examples:

  • Choose 1 response per respondent if you want each of your respondent to send one response.

  • Choose 3 responses per store if you want all the stores selected in the previous step to receive three responses.

6. Define the owners and analysts of your campaign:

  • Owners are able to edit the sharing options and settings of the campaign.

  • Analysts can see the reports sent by the users they manage and the responses made on the stores of their Analyst Territory.

7. Before you share your checklist, you get a recap of your sharing options and you can add an activation date and a deactivation for your checklist. You can also access the settings of your checklist as shown on the screenshot below.

8. In the settings panel, you can customize the notifications and options of the checklist.

9. Once you are satisfied with the sharing options of your checklist, click on Share checklist.

Your checklist has been shared, congrats!

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