presto c-sat hands-on. presto c-sat create a client company create a survey add locations generate...
TRANSCRIPT
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Presto C-Sat Hands-On
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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
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Log On
• Go to http://csat.prestometrics.com• Login as:
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Create a Client Company
Don’t try this at home!
User menu -> Add a Company
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Create a Survey
Blank Survey
Presto Template
Copy a Survey
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Survey Wizard
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Survey Builder
Click to add first question
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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)
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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
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Survey Builder Basics
Make some changes!• Make “What did you order?” the LAST
question• Make “GrubHub” the FIRST answer
option
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Survey Builder BasicsClick and drag
Click and drag
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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?
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Survey Builder BasicsSet scores
Select section(s)…or create them on the fly!
Click to copy question
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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
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Survey Builder Basics
“Allow Multiple Responses” = multi-checkboxDropdownMake required
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Survey Builder BasicsOh yeah, the survey name…Now let’s see your survey!Click on “My Survey” to change
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Survey Builder Basics
Click Save and Preview
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What Do You Think?
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Survey Builder: Themes
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Survey Builder: Themes
Use one of our themes…
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Survey Builder: Themes
…or create your own
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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!
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Survey Builder: Themes
Upload logo and choose placement
Upload background
Click to preview
#603d20 Dark
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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
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Survey Builder: Themes
…and don’t forget to save!
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Targets
hu?What’s a Target?• What you’re evaluating• Geocodable location• …or anything else• Not a common feature of
CSAT products
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Adding Targets
Click “Enter Target/ Location Info”(or Targets -> My Targets)
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Adding Targets One at a Time
ID: 1Name: Boston – West StreetMap Search Info: 41 West Street, Boston MA 02111
Hmm, not awesome…
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Adding Many Targets
Targets -> Add Many Targets
Ignore unwanted columnsClick to delete and then Save All…BAM! Done!
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Sharing Survey with Customers
http://hellopresto.com/find/marym-summit-acme-pizza-csat
Survey -> Get LinksSurvey -> Get Links
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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
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Nearby Link
Click to copy link
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Click to generate QR code
Select a standard or custom size
Nearby Link
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Individual Links
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Now Let’s Be Customers!
Complete some evaluations• On your mobile device• On your laptop
Try different link types
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What Does the Client See?
User menu -> Manage UsersEnter client email and access type
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Presto Reports
User menu -> Presto Resource Center ->
Report Gallery
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When Does the Client See It?
Data sent to reporting when evaluation is submitted
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Other Options
Specific survey or let them choose
Target options: nearby, individual, or pick any