Presto Insta-Shops Support for Admins

Survey basics 9

• How do I create a survey?
• How can I change a survey name?
• What types of questions can I ask?
• How can I move a question to a different place in the survey?
• I entered my answer options in the wrong order -- how do I fix this?

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Customizing surveys 10

• How can I customize the appearance of my survey?
• How can I remove the Presto logo from my survey?
• How can I add my website link to my survey?
• How can I change the link at the end of the survey?
• Can I add a picture to my survey?

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Survey restrictions 2

• What is ballot box stuffing?
• What does the "Must Be Nearby" survey setting do?

Sections and scoring 3

• What's a section?
• How do I add a section to a survey?
• How do I add a question to a section?

Presto Logic 11

• Does Presto have branching or skip logic?
• How do I add Presto Logic to a survey?
• Presto Logic: complete list of question triggers
• Presto Logic: complete list of actions
• Can I create Presto Logic based on the target/location?

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Getting Started 6

• Creating a successful Presto Insta-Shops program
• Step 1: Design a great survey
• Step 2: Enter your shop locations
• Step 3: Fund your Insta-Shops program
• Step 4: Set up batches

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Posting and Filling Shops 14

• How do I get shoppers to do my Insta-Shops?
• How do I get my Insta-Shops on the Presto map?
• Funding Insta-Shops with a credit card
• How can I see my shops on the Presto map?
• How do I change my batch settings?

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Advanced batch settings 5

• Using Location Group Quotas in Batches
• Batch Groups
• Batch Pay Bonuses
• Batch Stats
• Batch Categories

Reviewing shops 7

• Where can I see my program's completed Insta-Shops?
• I've got submitted shops - what do I do next?
• How do I review my Insta-Shops?
• How long do I have to review my Insta-Shops?
• How can I see where the evaluator was when they filled out the survey?

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Shopper Qualifications 2

• Shopper Qualifications
• W9 Qualification

Managing and sharing survey results 5

• When can I see my survey results?
• How can I share my survey results?
• How can I see where the evaluator was when they filled out the survey?
• How can I delete an evaluation?
• How do I give my client access to reports?

Presto Reports 11

• What reports are available in Presto?
• Can I view Presto reports on a mobile device?
• Survey Dashboard
• Completed/Accepted Evaluations Report
• Company Dashboard

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Notifications 3

• How can I get notifications when an evaluation is completed?
• Can I get notifications based on high and low scores?
• Can I have notifications of completed evaluations/shops sent to someone else?

Adding and organizing targets 7

• What are targets and locations?
• What's the difference between a target and a location?
• How do I add targets?
• How can I add many targets at once?
• How can I update my target information?

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Mapping Targets 6

• What are mappable and non-mappable targets?
• Can I add a target if I don't know its address?
• What does "Accuracy" mean on the Targets page?
• My target has a warning sign -- is that bad?
• What are "possibly problematic" mappable targets?

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Target/Location groups 3

• How do I create a target group?
• How do I restrict a survey to a target group?
• Presto - Retail Audit Features

Accounts and access 2

• How do I log on to Presto?
• Adding an account for another user

Companies 4

• How do I add a company?
• How do I deactivate a company?
• Can one of my employees create client companies for me?
• How do I switch from one company to another?