presto c-sat hands-on. presto c-sat create a client company create a survey add locations generate...
TRANSCRIPT
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:
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
Other Options
Specific survey or let them choose
Target options: nearby, individual, or pick any