presto c-sat hands-on. presto c-sat create a client company create a survey add locations generate...

Presto C-Sat Hands-On

Presto C-Sat• Create a client company• Create a survey• Add locations• Generate links/QR codes

• Take survey• On your computer• On a mobile device

• View results

Log On

• Go to http://csat.prestometrics.com• Login as:

summit@prestomobilesurveys.comsummit2014

Create a Client Company

Don’t try this at home!

User menu -> Add a Company

Create a Survey

Blank Survey

Presto Template

Copy a Survey

Survey Wizard

Survey Builder

Click to add first question

Survey Builder Basics

Go ahead – create your survey!

Enter the following questions:• What did you order (pizza, sub, pasta)• Have you visited Acme Pizza before?

(yes, no)• How did you hear about us? (Flyer,

Internet search, GrubHub, From a friend, I was passing by)

Survey Builder Basics

Select question type

Click before or after a question to add another

Click a question to edit it

Click to delete

Click + or tab to add another ansopt

Survey Builder Basics

Make some changes!• Make “What did you order?” the LAST

question• Make “GrubHub” the FIRST answer

option

Survey Builder BasicsClick and drag

Click and drag

Survey Builder BasicsAdd two new questions:• Please rate the SERVICE on this visit

(Excellent, Good, Fair, Poor)• Please rate the FOOD QUALITY on this visit

(Excellent, Good, Fair, Poor)• Set scores (Excellent=5, Good=3, Fair=1,

Poor=0)• Create SERVICE and FOOD quality sections

and add questions

BONUS: can you figure out how to copy a question?

Survey Builder BasicsSet scores

Select section(s)…or create them on the fly!

Click to copy question

Survey Builder BasicsReady for more? OK…• Make “What did you order” multi-select• Make “How did you hear about us” a drop-

down• Make all but “How did you hear about us”

required

Survey Builder Basics

“Allow Multiple Responses” = multi-checkboxDropdownMake required

Survey Builder BasicsOh yeah, the survey name…Now let’s see your survey!Click on “My Survey” to change

Survey Builder Basics

Click Save and Preview

What Do You Think?

Survey Builder: Themes

Survey Builder: Themes

Use one of our themes…

Survey Builder: Themes

…or create your own

Survey Builder: Themes

Let’s make a theme!

1.Select a _logo and _bg file (from shared files)

2. Apply the logo and background file to your theme

3.Experiment with logo placement4.See what it looks like!

Survey Builder: Themes

Upload logo and choose placement

Upload background

Click to preview

#603d20 Dark

Theme Tips• You can add a

custom logo to a Presto theme

• Color setting = hue only

• Use Light and Dark buttons

• Click outside the Appearance box to finish

Survey Builder: Themes

…and don’t forget to save!

Targets

hu?What’s a Target?• What you’re evaluating• Geocodable location• …or anything else• Not a common feature of

CSAT products

Adding Targets

Click “Enter Target/ Location Info”(or Targets -> My Targets)

Adding Targets One at a Time

ID: 1Name: Boston – West StreetMap Search Info: 41 West Street, Boston MA 02111

Hmm, not awesome…

Adding Many Targets

Targets -> Add Many Targets

Ignore unwanted columnsClick to delete and then Save All…BAM! Done!

Sharing Survey with Customers

http://hellopresto.com/find/marym-summit-acme-pizza-csat

Survey -> Get LinksSurvey -> Get Links

Sharing Survey with Customers

Get links and QR codes:• For a specific survey and target• For a target near the customer’s mobile device• For any target (customer chooses from list)• For any of the company’s active surveys

Nearby Link

Click to copy link

Click to generate QR code

Select a standard or custom size

Nearby Link

Individual Links

Now Let’s Be Customers!

Complete some evaluations• On your mobile device• On your laptop

Try different link types

What Does the Client See?

User menu -> Manage UsersEnter client email and access type

Presto Reports

User menu -> Presto Resource Center ->

Report Gallery

When Does the Client See It?

Data sent to reporting when evaluation is submitted

Presto C-Sat Overview

http://presto.uservoice.com

support@prestomobilesurveys.com

Other Options

Specific survey or let them choose

Target options: nearby, individual, or pick any