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In-store survey link expiry and completed-survey limits

Key Takeaway

When an in-store survey link in the Retail Execution app has expired, the rep asks their manager to generate a new survey link.

An in-store survey is a task that a rep runs in the Retail Execution app to capture feedback from participants in a store. Each survey opens in a browser through a link. Survey links can expire. Completed surveys have firm limits on what you can still do with them, so know both rules before you start answering.

How to run an in-store survey

In-store surveys sit under the "Tasks" tab.

  1. Open the Tasks tab.
  2. Tap the in-store survey item to see the list of active surveys.
  3. Tap a survey. The survey opens in a browser, not inside the app.
  4. Fill in the responses from the participants in the store.
  5. Submit the survey.

When you finish your surveys, the in-store survey item in your Tasks tab is marked complete.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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