GroceryTrade marketingPlanning the month

Build a survey without a developer

Trade marketing builds a new promo compliance survey with photo questions in Salesforce and has the first answers the next morning.

The story

Hannah · Trade marketing manager · Head office

The Christmas promo starts on Monday 1 December. On the Thursday before, Hannah builds the compliance survey herself in Salesforce: ten questions on stock, price, display and POS, three of them requiring a photo, with a "reason not built" picklist on the display question. She previews it, publishes it and attaches it to the promo campaign. Reps get it at their next sync. The first 23 answers arrive by 10:00 on Monday.

In Salesforce

The survey is published Thursday. Answers start arriving Monday morning.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Survey
Christmas Promo Compliance
FollowEdit
Status
Active
Owner
Hannah
Details
Questions
10
Photo questions
3
Published
Thu 27 Nov
First responses
23 by 10:00 AM
Responses · 23 by 10
00 AM Mon
  1. Built in SalesforceSurveys and their questions are set up by your own team, with no code.
  2. Photos and reasons built inQuestions can require a photo or a picklist answer, so results are consistent.
  3. Live at the next syncPublished surveys reach reps' phones the next time they sync.
One visit, itemized

Everything this visit sent back to Salesforce.

Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.

Features in this example
FIELDKOChristmas Promo Compliancefrom Mon 1 Dec
Questions10
Photo questions3
PublishedThu 27 Nov
First responses23 by 10:00 AM
Sent toSalesforce
✓ SYNCED
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← All examplesAll grocery examples →The problem this solves: The promo nobody built →

Store names, people and figures in these examples are illustrative.

Related reading

ProductRetail Audit Surveys and Field Data Capture →Best practiceDesign field surveys that lead to action →ToolkitChecklist: campaign readiness, activation and recovery →

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