Editing: Advanced

This covers more advanced editing tasks, such as using AI to help edit, archiving and replacing, and checking for shopper fraud.

  1. Overview
  2. Editing: Advanced

🎥 Part #1 Move to Mailbox so You Can Complete Recorded Call

In this video, I'm going to walk you through the process of moving a completed survey to Kim's inbox as if she were the shopper. This is important because sometimes the shopper can ...

🎥 Part #2 Move to Mailbox so You Can Complete Recorded Call

Now that the call is completed, we will move the survey back to the shopper and submit.

🎥 Checking for Conflicts When Blackout Date Warning

This video explains how to check a blackout date warning to determine if the shop can be used based on other nearby shop dates.

🎥 Archiving and Replacing Survey Client Already has Seen

🎥 Cautiously Using Chat GPT to Help Editing

🎥 Archiving and Replacing

The assigned scheduler will archive and replace a survey if it's unusable, even though the editor notifies the shopper. As the scheduler manages logistics, they need to track what' ...

🎥 Checking to See if We Can Save Shop if Shopper Shopped Wrong Location

🎥 Trick for Moving Attachments Across Surveys 📸

Moving attachments between surveys takes just a few minutes. For example, this is useful if a shopper visits the wrong location but is reassigned to the correct one, or if they upl ...

🎥 Finding a shop to Send Shopper Feedback When Rejected

🎥 Checking Google Images on Survey for Fraud

If something seems suspicious, we can perform a Google image search to check for fraud.

🎥 Replacing a Survey with Shopper (Move to Mailbox)

Difficult Locations - When to Archive & Replace and When to Try to Work With Shoppers

🕵️ Difficult Locations - When to Archive & Replace and When to Try to Work With Shoppers Step-by-Step Process 1. 📍 Confirm Location Status Check if th ...