RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Chapter 10: Surveys and Promotions
Surveys and Promotions Overview
This following steps explain how to setup and use the Survey and Promotions feature in
WebTrac.
In response to some customers who wanted to administer Satisfaction Surveys and hold
Promotional Drawing to promote their WebTrac site, VSI has added the following functionality to
RecTrac and WebTrac.
General Specifications:
• The survey "button" is displayed on all screens during a registered user’s web session.
• Customer must click the "button" to trigger the survey on all WebTrac screens, except for the
receipt. On the receipt screen, the survey automatically pops up.
• If registered user declines to answer the survey questionnaire or if the customer completes the
questionnaire, his/her RecTrac household is entered into the active promotion. If the customer
closes the survey window without accepting or declining, he/she is NOT entered into the
promotion.
• The survey is also offered to Guest logins, but guests cannot be entered into any drawing since
by default we don’t know who they are—they are not a valid RecTrac household.
• Whether or not there is an active promotion, the survey results are stored for reporting
purposes.
• Only one promotion can be active at a time.
• Only one set of survey questions can be active at a time.
• All survey questions are presented on one screen, with a Submit button at the bottom.
• Customers may take the survey and enter the promotion without actually having to purchase or
sign up for anything.
• The customer may take the survey as many times as he/she wants. However, he/she is only
entered into the active promotion once.
• The number of winners is variable—all winners may be selected in a random drawing and will
be notified by email, if the household’s email address is on file and accurate.
• The odds of winning depends on the total number of entries received during the promotion
period.
Survey Setup
Step Description
Required
Optional
Optional
1 Create a question group and set up your survey
questions.
Files � System � Other Maintenance �
Question Group Maintenance
2 Create a promo code.
Files � System � Other Maintenance � User
Code Maintenance (Code Type = H’Hold
Feature)
3 Create a survey intro paragraph code.
Files � System � Other Maintenance �
Comment Code Maintenance (Comment Type=
WebTrac)
Vermont Systems, Inc. 507 06/09/08