Getting Started with the App

Below is a quick guide to using the Survey Mobile Merchandiser Application.

Download the App & Login

• Download the app from the iOS AppStore or Google Play Store
• Say Yes when prompted for Push Notifications, Locations, and other permissions
• Enter your Survey.com email from the Login Page and select Begin
• If you are already a part of the Merchandising team, you will be taken to a screen where you can enter your password and Login or reset your password
• Once logged in, you can access any page in the app from the menu icon located at the top left of the screen

Performing your Visits

• From the Available tab on the Projects page, you can see all of the projects that you have access to
• You can also filter projects by tapping the filter icon at the bottom right of the page
• Click on a project to read an overview and see the list of locations
• From the Assigned tab of the Projects page, you can see all projects you have started or that are assigned to you
• You can go to the Map (accessible via the icon at the top right of the page) to see a map of your location and projects that are available to you nearby
• Choose a place from any page and you can get started or view the location in the Maps app / get directions
• Once you are in a project, you will see a list of questions and tasks, please answer these questions in any order that makes sense
• Only answer questions that are relevant to your visit (questions can be skipped / ignored unless they are marked as "Required")
• If a project has an inventory component, you will be able to access the component just as you would any other question/task
• From the inventory screen, click on any item to answer the questions for that particular item
• To find an item in the list by scanning the barcode of the item on the shelf, click the "laser" icon in the top right of the inventory screen (if available)
• You can also find items by searching for the item name from the search bar at the top of the page
• Project work is 100% offline, so the app will work if you don't have signal or have spotty signal.
• However, that means you have to upload your work when you are finished...
• Once the project is complete, select done from the project page where you will be prompted if you would like to upload the project now or wait until later
• Project work is automatically uploaded in the background when you mark the project as Do

Uploading Your Work

• Once you have completed your work and are in an area with good signal (ideally WiFi) you need to upload your work
• Projects that are marked as complete will automatically be uploaded in the background when you go away from the app, you also have the option of uploading projects manually
• From the Upload Projects page, select the items that you want to upload, then press the upload button
• You will be notified if the projects selected were uploaded successfully or if there was an error in the process
• If the upload fails, please try again
• You can click on an item in the list to see details or edit the data
• Once you upload your data, that project/visit is complete
• You can view the history of your completed projects from the Assignment History page (accessed from the menu). This page contains a list of all of your projects as well as the current status
• Any recently uploaded assignments will show on this page and will be available to re-download and edit
• You can view payment information from completed projects in the Payment Center page

Troubleshooting

• If you are having trouble logging in, you can tap the "Forgot Your Password?" button and select how you would like to receive the password reset information
• You must authorize access to your location so that we can properly validate your data
• You should review any project attachments and/or example responses prior to your first visit to familiarize yourself with the project
• If uploads fail, keep trying, your signal might be weaker than it appears
• To update your account information such as name and password, go to the My Profile page from the menu
• To access debugging information and the app version, select Help from the menu
• If the data will not upload after repeated tries, select Help from the menu, and then select the "Send Emergency Diagnostics" button
• If all else fails, please contact support using the "Contact Support" button or email support@survey.com
• To logout of the application, tap the settings/gear icon in the menu, and tap Log Out