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Knowledge base
Creating Surveys
Survey basics
9
How do I create a survey?
How can I change a survey name?
What types of questions can I ask?
How can I move a question to a different place in the survey?
I entered my answer options in the wrong order -- how do I fix this?
View all 9
Customizing surveys
10
How can I customize the appearance of my survey?
How can I remove the Presto logo from my survey?
How can I add my website link to my survey?
How can I change the link at the end of the survey?
Can I add a picture to my survey?
View all 10
Survey restrictions
2
What is ballot box stuffing?
What does the "Must Be Nearby" survey setting do?
Sections and scoring
3
What's a section?
How do I add a section to a survey?
How do I add a question to a section?
Presto Logic
10
Does Presto have branching or skip logic?
How do I add Presto Logic to a survey?
Presto Logic: complete list of question triggers
Presto Logic: complete list of actions
Can I create Presto Logic based on the target/location?
View all 10
Targets and Locations
Adding and organizing targets
7
What are targets and locations?
What's the difference between a target and a location?
How do I add targets?
How can I add many targets at once?
How can I update my target information?
View all 7
Mapping Targets
6
What are mappable and non-mappable targets?
Can I add a target if I don't know its address?
What does "Accuracy" mean on the Targets page?
My target has a warning sign -- is that bad?
What are "possibly problematic" mappable targets?
View all 6
Target/Location groups
3
How do I create a target group?
How do I restrict a survey to a target group?
Presto - Retail Audit Features
Getting customers to take your survey
Links and QR codes
8
How do I get links and QR codes for my survey?
What do all the Get Links options mean?
Can I change the text on "Pick any" links from "What did you evaluate?" to something else?
The links are long - can I shorten them?
Which links should I use to advertise my survey?
View all 8
Managing your Insta-Shops
Getting Started
6
Creating a successful Presto Insta-Shops program
Step 1: Design a great survey
Step 2: Enter your shop locations
Step 3: Fund your Insta-Shops program
Step 4: Set up batches
View all 6
Posting and Filling Shops
13
How do I get shoppers to do my Insta-Shops?
How do I get my Insta-Shops on the Presto map?
Funding Insta-Shops with a credit card
How can I see my shops on the Presto map?
How do I change my batch settings?
View all 13
Advanced batch settings
5
Using Location Group Quotas in Batches
Batch Groups
Batch Pay Bonuses
Batch Stats
Batch Categories
Reviewing shops
7
Where can I see my program's completed Insta-Shops?
I've got submitted shops - what do I do next?
How do I review my Insta-Shops?
How long do I have to review my Insta-Shops?
How can I see where the evaluator was when they filled out the survey?
View all 7
Shopper Qualifications
1
Shopper Qualifications
Your survey results
Managing and sharing survey results
5
When can I see my survey results?
How can I share my survey results?
How can I see where the evaluator was when they filled out the survey?
How can I delete an evaluation?
How do I give my client access to reports?
Presto Reports
11
What reports are available in Presto?
Can I view Presto reports on a mobile device?
Survey Dashboard
Completed/Accepted Evaluations Report
Company Dashboard
View all 11
Notifications
3
How can I get notifications when an evaluation is completed?
Can I get notifications based on high and low scores?
Can I have notifications of completed evaluations/shops sent to someone else?
Help for Presto Preferred Providers
Your PPP account
2
Creating companies on a PPP account
Using Two-Factor Authentication with Presto
Importing results into SASSIE
5
Presto Shop/Evaluation Importer
Presto Survey Importer
Presto to SASSIE question type mapping
Presto Dispatch
Troubleshooting Presto Importer problems
Pricing and funding projects
0
Performing audits with Presto
1
Can Presto be used without an internet connection?
Self-Serve Storefronts
1
How do I get a self-serve storefront?
Getting Started
Accounts and access
2
How do I log on to Presto?
Adding an account for another user
Companies
4
How do I add a company?
How do I deactivate a company?
Can one of my employees create client companies for me?
How do I switch from one company to another?