Getting Started in Sassie

Admin Page
Admin Page Overview The Main Administration page is your portal to the rest of the site. It is designed for quick and easy navigation using Favorites, R...
Mon, 27 Apr, 2020 at 2:55 PM
Step One: Creating your Client and Survey
Option 1: Use Express Setup to Create your Client and Survey and start adding your questions. Using Express Setup allows you to: Create a Client ...
Fri, 24 Apr, 2020 at 10:51 AM
Step Two: Adding Questions to your survey and managing changes
Option 1: Manually Adding questions Option 2: Importing Questions This is the quickest, easiest way to create your survey, especially if you already h...
Fri, 24 Apr, 2020 at 10:55 AM
Step Three: Adding Locations
Option 1: Manually adding locations Option 2: Bulk importing locations On the Loc Admin page, select Bulk Location Import and click go.  The eas...
Tue, 7 Apr, 2020 at 2:59 PM
Step 4: Create a Test Shop and Test your Question List
Once you have set up your client and survey and want to see what it looks like as a shopper without assigning it to a test shopper, you can create a test s...
Mon, 27 Apr, 2020 at 2:59 PM
Step 5: Scheduling your shops
Before scheduling, you'll want to decide how your program will be carried out.  Do you have only a few locations to evaluate, and you already kn...
Mon, 18 May, 2020 at 6:13 PM
Step Six: Assigning your Shops
For more information see: here.
Mon, 27 Apr, 2020 at 3:44 PM
Step Seven: Reviewing your shops
Once the shopper has completed their shop and has submitted it to the admin side, they are no longer able to edit the shop. All shops are available in t...
Fri, 24 Apr, 2020 at 11:44 AM
Step Eight: Publishing your shops
Chameleon Shop View The final stage is setting up your program and configuring the client reporting options. The first step is configuring the Chameleon S...
Mon, 27 Apr, 2020 at 2:23 PM
Privacy Policy
When creating an account, all shoppers must accept the Sassie Privacy Policy. You may also create your own Privacy Policy in addition, which shoppers will n...
Thu, 7 May, 2020 at 10:38 AM
Setup Items
During initial setup of your system, there will be some decisions you need to make. These can be changed later as well if needed. Please send this informati...
Wed, 13 May, 2020 at 9:54 AM