Steps
- Go to Customer experience → Settings → Locations and add your outlets, the supermarkets and stockists that sell your products, sites or events - one at a time, or many at once (name, code, town, region a line).
- For the whole survey: open the form (Forms → the form) and in Settings → Linked to choose its location, branch, the product - a whole category, a brand, a model or one product (each list narrows the next; a product brings its category, brand and model) - the batch, the customer and your own details (e.g. “Programme: Q4 retail audit”). The customer never sees them; every response from any of its links carries them.
- Per outlet: under New link choose one or several locations - one link and QR code is made for each - and, if you like, a product, a batch / lot, a customer (e.g. the stockist) and your own details (“Shelf: chillers”, one per line).
- Click Print all QR codes: one card per location, each named for its outlet.
- Every response from a link keeps its location, product, batch and details - see Where it came from on the response. Filter Feedback, the Analytics dashboard (with a By location chart) and the overview by location; Reports & Analytics has feedback and tickets by location; the Excel export has the columns.
Good to know
- What a link says wins over the form (e.g. its own outlet); the form’s other details still come along. A ticket raised from that feedback keeps the location and batch. A location looked after by a branch fills the branch too.