What is it?
This tool consists of two main steps allow you to easily create and assign a large number of Shops:
Step One: Create Session and Shop Profile to specify shopper qualifications such as age, gender, and shopper rating for this shop.
Step Two: Use the Scheduler Wizard to select and verify locations, match up shoppers to the shop and email and advertise your shop.
Create Session and Shop Profile
Admin Page>Quick Jumps: Create Autoschedule
Select Create New Profile from the Create Scheduling Session page >
Select Client and Survey > Select Create
AutoProfile Admin page
specify shopper requirements for shop
The Profile is saved and can be reused, so the Profile Name should be descriptive enough so that you can remember what type of profile was set
Lockout Shopper is where you set the number of days a shopper must wait before preforming another shop at this location
Your Shopper can be MSPA certified or not
Determine what the Minimum Shopper Rating the shopper needs to preform this shop
Your Profile can specify if you want only shoppers who can be paid through Paypal
And a variety of other demographic selections
Age and Gender qualities can limit which shoppers get notifications on available shops
Once you finish specifying the requirements for this shop, you can Save the requirements at the bottom of the pageñ you can also go back and edit
Once it Saved, At the top of the Page you will see Profile Created! > Select (CLICK HERE)
The Shopper Pay and Shopper Expenses will autofill from the information that was provided for your client in the Main Survey Setting page
You can Change the Shopper Pay and Shopper Expenses
The Shopper Comments Prompt allows you to ask the shopper who qualifies for your shop a question
Shopper Comments Prompt Example
¨Do you have a digital camera?¨ Shoppers can answer the question when they respond to this shop.
After this, you are ready to Save Settings
After Save Setting > Proceed to the top of the page, You will see it changes to Step 1 out of 6: Session Setting. This was Step 1
Step 2 out of 6: Select Locations
Select the Location
Step 3 out of 6: Verify Locations
Here you will get the chance to make sure to verify the Location(s) before selecting Next
Step 4 out of 6: Shopper Matching
Now you will set some parameters for how shopper will be matched to the location.
Here, you can set the minimum and maximum shoppers you want to target per location
SASSIE's SmartMatch by Zip Method will automatically select the best zip/distance matching method for each location up to 100 miles