Admin Tasks
This is where a little bit of everything can be found. From setting up new clients, to managing exports, and users.
- Overview
- Admin Tasks
🎥 Changes to Location Properties (Client Hiearchy)
Location properties can vary based on ownership, district management, region changes, or role shifts Each client has specific hierarchy rules.In this scenario, a Salata franchisee ...
🎥 Add New Location to System, then Add it to the Route
Summary In this tutorial, I walk you through the process of adding a new location for Ford's Fish Shack in Chantilly, Virginia. I explain the importance of using the correct pho ...
📖 Route Manager: Posting Client-Specific Shops Monthly
4 Star Restaurant Group Posting Strategy I usually post them in stages. I don't post all at once, because I will get a lot of apps for dinner, since they are any day, and no apps f ...
🎥 Adding Summary and Survey Notes: Key Differences Explained
This article covers adding, deleting, and distinguishing between summary and survey notes.
🎥 Investigating Client Rescore Hawaiian Bros
I review re-scores and consult with Matt on judgment calls. I only process re-scores without Matt's help when correcting obvious errors on our part. Aloha Julio,I'm goi ...
🎥 Creating a New Blackout Date Definition
I walk you through the process of adding a new blackout definition for a client who has requested two shops to be conducted only on specific days. We need to ensure that these shop ...
🎥 Updating Guidelines, New Guidelines Style (Phonesites)
In this video, I walk you through the process of updating the guidelines using our new guideline style. I demonstrate how to modify the earring scenario and create new guidelines f ...
Add Basic PDFS to Documents Repository for Sharing
Uploading PDFs to the document repository for shopper examples: The repository stores all media, including videos, images, and PDFs, and is also the source for client logos. Each c ...
🎥 Send Blank Survey to Client for Training Purposes
This tutorial explains how to create a blank survey copy, which clients often request for training or review purposes when starting a new survey.
🚧 ACE 2025 Software Vendors
Needed Shopmetrics Cloze - email program Quickbooks Saasant (app through quickbooks, to upload). Pay by year. Eniston Go Prospero (on payment as poptin) IONOS Website on CC ...
🎥 How to Answer RFAs Effectively
In this video, I walk you through the process of answering RFAs, highlighting key details and common issues we encounter. I discuss specific feedback from Mandy regarding the need ...
🎥 Change of Designated Client Contact
I walk you through the process of updating the client profile for a client when the main contact leaves the company. This Covers: Update the client profile by designating a ...
🎥 Re-Score and Re-export After Client Requests
This tutorial guides you through re-scoring and re-exporting a survey at a client's request. I will demonstrate how to filter, update, and re-export the survey data. Follow the out ...
🎥 Running Reports for a Client
I’m sharing how I’m preparing reports for Josh from Four Star Restaurant Group. I’ll be impersonating him to run some key reports for 2024, including a rank by ...
🎥 Removing Someone from Exports Per Client
In this video, I walk you through the process of removing a specific person from the email list for our client, Ford's Fish Shack. I detail how to access the client list and the lo ...
🎥 2b. Import Multiple Locations
This clip will show you how to import locations to make multiple changes.
🎥 6b. Adding client users with limited access
Adding client users with limited access, i.e. specific locations, regions, etc.
🎥 Updating Guidelines in CMS
Here is a short overview of how to update the guidelines in the Shopmetrics CMS.