Client Set Up
This includes articles from beginning to end, how to get a client onboarded. It covers adding the client, creating surveys, adding locations, and setting up exports.
- Overview
- Client Set Up
🎥 1. Adding a New Client Basic
These are the fundamental steps involved in integrating a client into Shopmetrics, which serves as the initial phase in establishing a new client relationship.
🚧 1a. Adding Client Advanced - Add Client Logo and Graphics to CMS
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🚧 1b. Adding Client Advanced - Customizing Client Dashboard
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🎥 2a. Add Single Location
In this video, I will demonstrate how to add a single client location for a new client I am setting up.
🎥 2b. Import Multiple Locations
This clip will show you how to import locations to make multiple changes.
🎥 3. Building a New Survey For Client and Sharing for Review
This document outlines the procedure for duplicating a similar survey, modifying the client information, adjusting the survey's attributes, and personalizing the survey to meet spe ...
🎥 4. Route Manager - Executing the Shops
This is how you put shops in a route for future use, and to use when you put shops on the job board.
🚧 5. Setting Up Exports
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🎥 6a. Add Client Users
In this clip, I am adding a client user for Salata. I go through the process of adding, editing, and then notifying the user how to log in.
🎥 6b. Adding client users with limited access
Adding client users with limited access, i.e. specific locations, regions, etc.
🎥 Create Billing Cycle Schedule for New Client
I'll show you how to create a billing cycle when you set up a new client. This ensures that Shopmetrics will make the invoice when shops are complete.
🎥 Updating Guidelines in CMS
Here is a short overview of how to update the guidelines in the Shopmetrics CMS.