Promo compliance, 12 of 12

A merchandiser confirms a summer promo end is built to plan with a 12-question survey and three photos, all saved with no signal.

The story

Aisha · Merchandiser · Harbourside Fuel & Go

Aisha reaches Harbourside Fuel & Go at 7:40, two days into the summer cold drinks promo. The gondola end sits beside the cooler, where there's no signal. She opens the Promo Compliance Survey: twelve questions on stock, price, POS and position, with photos on three of them. Every answer is yes. She takes the three photos, checks out at 7:58 and is on the road before the morning rush. The survey uploads when she reaches the next site.

‹ VisitOffline · 4 pending
Promo Compliance Survey
Harbourside Fuel & Go
Checked in 7:40 AMTask 12 of 12
Question 3 of 123 photos
Is the promo price ticketed on the gondola end?
YesNo
Answers
  • ✓Promo stock on display?Yes · photo
  • ✓Promo price ticketed?Yes · photo
  • ✓POS in place?Yes · photo
Saved on device · uploads at next sync4 pending
On the phone
  1. The same twelve questions in every storeHead office built the survey once. Every merchandiser answers it the same way, so results compare across stores.
  2. Photos where proof mattersThree questions require a photo before they can be answered, so compliance is never taken on trust.
  3. No signal, no problemAnswers and photos save to the phone and wait in Pending Changes until there's coverage.
In Salesforce, after sync

The survey lands at 8:21 when Aisha reaches her next site.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#5120 · Harbourside Fuel & Go
FollowEdit
Status
Completed
Account
Harbourside Fuel & Go
Owner
Aisha
Visit Date
Thu 6 Nov
Last Synced
8:21 AM
PlannedChecked InCompleted
Photos
Gondola end
Captured in FieldKo AtlasGondola endSynced
Price ticket
Captured in FieldKo AtlasPrice ticketSynced
Visit Tasks
TaskStatus
Promo stock on display? · Yes · photoCompleted
Promo price ticketed? · Yes · photoCompleted
POS in place? · Yes · photoCompleted
Visit Details
Answered
12 of 12
Result
Compliant
Survey Answers · Is the promo price ticketed on the gondola end?
Yes
Captured by
Aisha · Merchandiser
Source
FieldKo Atlas mobile app
Checked in
7:40 AM
Synced
8:21 AM
Captured offline
Yes
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
FIELDKOHarbourside Fuel & GoThu 6 Nov · Visit #5120

Check-in7:40 AM
Survey12/12
Photos3
Promo compliantYes
Check-out7:58 AM

Sent toSalesforce
✓ SYNCED 8:21
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← All examplesAll convenience & petrol examples →The problem this solves: The promo nobody built →

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

Related reading

Best practiceLaunch a retail campaign that actually appears in store →Best practiceCampaign Execution →Best practiceRetail Execution Excellence Best Practices →

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