Project Setup and Execution:

“Quick Start” Tutorial

Contents:

Introduction ................................................................................................................................ 2
Creating a New Client ................................................................................................................ 3
Importing Client Locations .......................................................................................................... 5
Creating a Survey Form ............................................................................................................. 8
Scheduling Assignments ...........................................................................................................16
Applying for a Job as a Mystery Shopper ..................................................................................21
Managing Assignments .............................................................................................................23
Completing and Submitting a Form as a Shopper .....................................................................26
Validating a Survey ...................................................................................................................28
Shopper Signup ........................................................................................................................30
 ShopMetrics “Quick Start” Tutorial

Introduction

In this “Quick Start” Tutorial we are going to follow the steps of creating a basic project:
 Creating a New Client
 Importing Client Locations
 Create a Survey Form
 Scheduling Assignments
 Applying for a job as a Mystery Shopper
 Managing Assignments
 Completing and Submitting a Form as a Shopper
 Validating a Survey
 Shopper Signup ShopMetrics “Quick Start” Tutorial

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Creating a New Client

1. Go to the training web site provided to you and login with the admin account.
2. Go to “Administration” -> “Add Client” menu option.
3. In the “New Client” window enter the information for the client you are creating:

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4. When you are done click on the “Add” button. Then click on the “Edit” button. Both
buttons are located at the bottom of the form.
5. In the “Client Properties” interface create client business dimensions in this order:

- Regional Manager
- Area Manager
- Unit Type
- Drive-Thru

In order to create a client custom property in the “New Property” field enter the name of each
custom property and click the “Add” button:

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Importing Client Locations

Open the link: http://www.shopmetrics.com/learning/start-here.html and open the “Sample Locations

Follow these steps:

1. Select and copy the yellow highlighted area from the locations file:

2. In “Administration” -> “Client List” select the client you created and click on the
"Import Locations" button:

3. Paste the list you have previously selected in the “Paste Locations” textbox:

4. Click on the "Import" button and if necessary, make adjustments in the mapping:

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5. Click on the "Submit Mappings" button. The import will start and on the next screen
you will see a page similar to the one below:

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6. You are done with the importing locations from a file.

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Creating a Survey Form

In this “Quick” tutorial we will create a new survey form by importing a form created in Excel. We
will also make an edit by adding a question.

1. Go to menu: “Administration” -> “Client List”

3. Set the following settings:

- Title
- Pay Rate
- Billing Rate

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4. Click the “Add” button at the bottom of the page:

5. Go to “Administration” -> “Clients List” and click on My Demo Client:

6. Select “Demo Mystery Shop Survey” and click on the “Import Survey” icon:

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7. Download the “SurveyImport.xls” template from Shopmetrics Learning Center –

When the data is imported successfully the following window will appear:

9. Go back to the Clients list and click on the “Survey Builder” icon:

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10. To create a new question, select the “Question” icon and drag and drop it to the
preferred position:

11. Move the mouse over the corresponding question and select the button on the right:

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12. Enter the question “Did the employee offer you a sincere closing?” by setting the
question options as follows:

13. Now we are going to move this question to the “PERSONNEL ASSESSMENT” section.
Click on the arrow button on the right:

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14. In the prompt box enter position 13:

15. Click “OK”. After the page refreshes, the question will be on position 13:

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16. To preview the created form click on the “Preview” button on top of the window:

17. To take a look at the Survey Properties go to the menu on the right and then click on
Survey Properties. Take a look at the information entered in all fields.

We are done creating a new form.

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Scheduling Assignments

In this task we will use the Scheduling Wizard to take us through the easy steps of scheduling
assignments.

1. Go to “Scheduling” -> “Scheduling Wizard” menu option

3. Note that some of the locations are not covered with shoppers, and some of the postal
codes of our locations are incorrect:

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4. Click the “Next” button.

6. Set the following settings and click the “Next” button:

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7. Click the “Finish” button to create a route:

8. You have just created a “Route”:

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9. Execute the route manually to create the first set of assignments. We’ll come back to this
later and explain how to manage, import, edit and auto-schedule route execution.

To execute the route manually:

- Make a selection of the route elements you want to create. For the purpose of this
tutorial, please make selection according to the NOTE below.

NOTE: Create the first 5 locations with a due date 10 days from now and a campaign name
“PERIOD 1”. The remaining 5 locations create with a due date 30 days from now and with
campaign “PERIOD 2”.

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- From the dropdown menu select “Execute Route” and click the “Process Selection”
button:

- On the next screen you will be prompted to enter a “Due Date” and “Campaign”. Again,
for the purpose of this tutorial follow the direction of the NOTE above.

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Applying for a Job as a Mystery Shopper

Log out and then log in with the shopper account.

The result of “executing” a route is the creation of blank questionnaire forms (surveys) to be
completed by shoppers. There are different alternatives and route settings for how the
questionnaires be dispatched. For the purpose of this tutorial the route we executed is set to
create “job opportunities” for which shoppers should apply first and only after their application is
approved they will receive an assignment.

From a shopper view, these job opportunities are listed in the “Open Opportunities” link. Here
the shopper can open the job summary (brief) and most importantly apply for the jobs.

To continue with the tutorial we’ll need to have a few applications in the system. We’ll submit
applications from each shopper account:

1. Log in as a shopper (there are at least three shopper accounts provided with this
tutorial).
2. Go to the “Open Opportunities” link.
3. Select from the opportunities available (you can do this individually or by using the select
all option).
4. Click on the “Apply for Opps” button:

5. In the prompt box enter a brief message why you should be approved for this job.

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After the application is submitted, the job will appear in the “My Applications” tab. The shopper
can cancel his/her application at any point in time:

Having applications from one shopper is sufficient to continue with this tutorial, however, for
better results we recommend to use at least two shoppers to submit applications.

For more details about applying for job opportunities and completing assignments, please, see
our “Shopper Tutorial”:

Open the link http://www.shopmetrics.com/demoshoppers/demo.html .

Now that we have at least one shopper submitted applications for job opportunities, we’ll log in
as assignment manager (in this demo tutorial only the administrator account has these
functions) and approve some of the applications. Approving the applications will cause these
jobs to get assigned to the applicant.

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Managing Assignments

Log out from the shopper account and login back as admin.

Use the “Survey Explorer” to monitor and manage assignments and opportunities.

Go to “Survey Manager” -> “Survey Explorer”:

One thing to notice is that the survey is set up to transfer the “Purchase Amount” answer to the
billing and pay items. On the example above, the shopper has entered $3.34 and you can see
that both the billing and pay rate have automatically been corrected to include that amount. The
cap for billing and pay in this example is set at $5.00, so if the shopper enters $7.50, the
correction will be with the $5.00 cap.

We’ll cover the Survey Explorer in more details, but before that let’s get some shopper
applications and approve some of them.

1. Click on the “Surveys Pending applications” below:

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2. The surveys that are currently available for application status will appear:

3. Click on the corresponding “view” link in the “View/Approve” column.

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You will see one or multiple shoppers interested in the particular shop. You can review them
signally, and approve one. When you view them, or “Mark All as Reviewed” and “Submit”, it
automatically updates the pending applications page, and alerts you when more applications
need to be reviewed.

This view allows you to see how many applicants are interested in the shop, Applications
reviews but not yet assigned and how many new applicants applied for the shops.

When you are done with reviewing the applications, and there is a suitable applicant for the job,
click “View”, and then “Approve”. The system will notify you immediately that Application was
approved, and it will be removed form the surveys pending applications.

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 ShopMetrics “Quick Start” Tutorial

Completing and Submitting a Form as a Shopper

Log in with the shopper account

In your inbox, you now have assigned shops/surveys that need to be completed. This screen
also lists how much time you have to complete them:

Click on the survey, in order to complete it. Upload any documents needed by clicking on the
“Upload Image/Document”. If you are short on time and need to complete the survey at
another time click the “Save Survey” button. This will allow you to complete the survey at a later
point in time. The “Check Complete” button will perform a full form spell check, make sure all
the rules on the form were followed and all the necessary answers filled in:

In order to attach an image to a survey, click the “Upload Image/Document” button. Then click
the “Browse” button, locate the image you want to attach, and click the “Upload” button:

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Click the “Check Complete” button, and a message “Survey Completed” will pop up. Click the
“OK” button:

Once the survey is completed, click the “Submit” button, so the survey can be validated:

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Validating a Survey

Login as admin

When a shopper completes a survey for a shop it will appear in your welcome dialog box under
“Pending Validation”. From that home screen you will be able to view surveys.

1. Click on the survey name. Review the form:

2. Fill out the required fields:

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3. If you have Shopper Grading defined you can assign grades to the form:

NOTE: On your training website you will most likely not have any shopper grades defined, so
skip this step now.

 Score Verified: Have you verified the score of the survey yourself?
 Comments Validated: Have the comments been looked over and edited if needed?
 Hold Export: This is when you need to hold the particular shop to not be exported to the
client.
 OK for Payroll: Is this survey OK to be sent to Accounting to let the shopper be paid?
 OK for Invoice: Is this survey OK to be added to the invoice for the client?
 Hold (Ignore for) Payroll: Do you need this survey to be held so that the shopper is not
paid yet?
 Hold (Ignore for) Invoice: Do you need this survey to be held from being added to the
Invoice?
 Reverse Payroll: If this shopper was paid for this shop do you need to reverse it?
 Reverse Invoice: If this shop was OK’d for the invoice, do you need to reverse it?
 Survey Options: This is easy access to see the options that were set for the survey.
 Email this Survey: This is also an ‘easy’ button for emailing it straight from this page.
 RFA: Request for Action, a client can make a RFA for a survey, and then you will know it
needs to be researched.

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4. Adjust the properties:

The Surveys will then be moved from “Pending Validations” to “Surveys Awaiting Export”.

Shopper Signup

In this section we will go over the shopper signup process and create a new shopper account.

1. On the “login” page follow the “Become a Shopper” link:

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2. We start with collecting some basic information. For the purpose of this tutorial type in
your email address, select “United States” for a country and type in 43606 for a postal
code:

3. Based on the postal code, the system will try to pre-fill the city and time zone and then
collect additional contact information. Enter your information. You may need to make
adjustments to the City and Time Zone preset by the system.

NOTE: We do some initial data entry validation. Below you will find an example of some of the
most frequent data entry errors. The erroneous entries are outlined in red. The data entry
validation can be customized if needed:

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4. Next is the “Details” tab.

NOTE: Please, keep in mind that the profile is designed for adaptability and all options available
in the dropdown selection lists are customizable Details can be restricted to not show all
standard data entry items – for example: tax information, MSPA certification, etc..

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5. The “More” tab is designed for the “Extended Profile” – items that we do not collect by
default.

6. The last step is the Independent Contractor Agreement:

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7. The registration is successful:

8. Once you register the system sends a registration email to the shopper:

Below is a copy of the email in Microsoft Outlook:

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NOTE: The registration email is fully customizable and in its default form looks like this above.
The training website has the ShopMetrics branding and links.

The system sends the generated login name and the user password. Please, note that the
shoppers can also login with their email as a login. This is done for simplicity, as people tend to
remember their emails much easier than the login names created by the different systems.
Since the signup process checks for duplicate emails, it is not possible that shoppers have
duplicate entries for emails. If this happens, they will have to use their auto generated
username, which is unique.

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