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 Login as: summit2014

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 Basics Click and drag

Survey Builder Basics Add 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 Basics Set scores Select section(s) …or create them on the fly! Click to copy question

Survey Builder Basics Ready 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-checkbox Dropdown Make required

Survey Builder Basics Oh 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

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 placement 4.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: 1 Name: Boston – West Street Map Search Info: 41 West Street, Boston MA 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 Survey -> 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 Users Enter client 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

Other Options Specific survey or let them choose Target options: nearby, individual, or pick any