Presto Insta-Shops are run in batches (similar to a SASSIE autosession). To set up a batch, go to Setup -> Batches. On this page, you'll see the following:
- All active batches for your companies. You can filter this by company, and also choose to display deactivated batches (helpful if you want to run a program similar to one you've done in the past, because you can copy and edit an old batch).
- Links to create a new batch and to add funds to the currently selected company.
Available funds and credits for all your companies. Remember, if the currently selected company does NOT have funds and credits, your shop pins will not appear on the Presto map and cannot be done by shoppers.
Creating a batch: the basic settings
To create your batch, click Create New Batch. On the next page, enter the required batch settings;
- Batch name. Enter something descriptive, to distinguish it from your other batches.
- Survey. In almost all cases, you only want to have ONE survey on a batch.
- Total number of shops.
- Shopper pay. This is inclusive of any expenses (there are no after-shop reimbursements in Presto), so make sure to include these.
Click Create Batch to continue to the full batch settings page.
Additional batch settings
You can also specify the following batch settings -- and you definitely want to look at all of them, especially the ones in red! Those are settings that you will want to use in most batches.
Big warning on batch settings! If you change a batch setting, you must SAVE it!
Notes. Notes are helpful -- after a while, you'll have a lot of batches (we hope!), and notes help you keep track of what each one was for.
Batch start date. This is the date and time that your batch's pins will appear on the Presto map and can be claimed by shoppers. All times are US/Eastern, so adjust to your timezone to make sure your pins show up when you want. If you doo't set a batch start date, your pins appear as soon as you make the batch active.
Batch edit date. This is the starting date and time that shops can be filled out. If you don't set this, then shops can be edited as soon as they're claimed. Setting a batch edit date allows shoppers to claim shops in advance, but lets you control when they can start to fill them out.
Number of times each location can be shopped. In most cases, you'll want to limit this!
Time limit (in minutes) to complete the shop. The timer starts running as soon as the shopper claims (self-assigns) the shop (unless there's a batch edit time and the shopper claimed the shop before then -- in that case, the timer starts at the batch edit time).. If the shopper does not complete the shop in this time limit, the shop is considered Abandoned, the pin goes back on the map, and the shop can be claimed by another shopper. The default is 480 minutes (8 hours).
- Map pin appearance. You can specify what will be displayed in the header (the first thing the shopper sees if they click on the pin) and the details (what the shopper sees when the click on Details). Choices are: survey name, company name, batch name and/or location name. The location address and "additional info" is always displayed.
- Batch end date. This is the date and time that any remaining pins are taken off the map. If you don't set a batch end date, the batch runs and the pins stay on the map until all shop limits have been reached or you run out of funds.
- Number of shops per shopper per location. This does not override the number of times each location can be shopped (4 above): if you have set a limit of one shop per location, obviously each shopper can only shop each location once.
- Number of shops per shopper. This limits the total number of shops each shopper can do on this batch. It does not apply to other shops that the shopper may do on other batches, even if they're for the same company and survey.
- Shopper age limits.
- Shopper gender limits.
Guidelines. These are not strictly required, but unless your shop is very simple, it’s important to have them. Some requirements (time limit, pay, shop location) are displayed automatically, so you don’t need to add them to the guidelines, but any other requirements that aren’t obvious, plus a general description of the task, brief description of the product, etc. are helpful. If the shop requires the shopper to verify their location, you may want to mention in the guidelines that an Android or iOS smartphone is required. If you have lengthier guidelines, please contact our support department - we'd be happy to create a shopper guide in our knowledge base for you!
Location group that the batch is limited to. If you do not specify, the batch includes all the company’s locations (except disabled ones).
Public/private batch: if a batch is public, its pins show on the public Presto map and can be claimed by any shopper. If you want to restrict shops to certain shoppers, change this setting to Private and send your shoppers the private map link from the batch settings page. Some accounts (Presto Preferred Provider) also have a third option, Company Private, which means that the batch's pins will show on the private map AND on the company-specific map (the map of all shops for this client company).
NOTE: even if you plan to post your shops to the public Presto map, we recommend using a private batch FIRST to make sure that your map pins are showing as you want them to, and that your guidelines look all right - just switch the batch back to public when you're ready.
Once you have created your batch and tested your batch settings (and as long as you've funded your shops), you're ready to go live! Next step: reviewing your completed Insta-Shops!