Activities allow you to create your own forms for reps, merchandisers or other types of users to carry out in Pepperi.
Examples of Activities include:
- In Store Audit
- Customer survey
- Contact Us form
- Product survey
- Service request
- Any other CRM type forms in your workflow
Activities may be positioned on the Account Dashboard in the Activities Toolbar or in the Activities Menu, as well as shortcuts from the app home screen.
You can receive email notification whenever an Activity is carried out with a customized PDF containing the information in the activity.
To create an Activity you'll need to:
- Select an icon for the Activity that will appear on the Account Dashboard.
- Create a form/s for the Activity and configure the form for all relevant profiles by adding fields.
- Position the Activity on the Activities toolbar or on the Menu on the Pepperi app so users can access it.
These steps are explained in the sections below.
Go to Settings -> Sales Activities -> Activity Types and click "+ Activity Types"
Fill in a Name and Description for the activity.
Select an icon that represents your Activity. This is the icon that will appear on the Account Dashboard on the app.
Once you click Save, options for Sharing and ERP will appear at the bottom of the tab.
- Select "Export Activity to ERP" if you are using ERP Integration and you want this Activity type to be exported to your ERP.
- Select "Share this Activity among all sales reps assigned to an Account" if you have assigned multiple sales reps to the same Account and you want them to be able to view this Activity whenever it is executed by any one of them for shared Accounts.
(This share is not relevant to "Sales orders" or other Transactions. To share these kinds of transactions you need to use the "Share" in the settings tab of the Transaction Type. For details see: How to Assign Accounts to Multiple Sales Reps and share orders.)
Here you will define the fields that will appear on the form for this activity. You may also create additional alternative forms if necessary and display them depending on the status or user profile viewing/editing the Activity.
For example while filling out a Store audit form a merchandiser may check a box that requires additional pages to be filled in. Those forms can then be displayed conditionally.
To use alternative forms, you will need to create them in the forms tab and then define when to display them in the Activity's Workflow using Alternative Activity Forms.
Each profile has a form (if you have created additional profiles you will need to add a form for each, otherwise the Rep form will be used as the profile's default. For more info on profiles see: Profile Management):
Rep Form - the form that the sales rep will see when they carry out the activity on Pepperi app.
Admin Form - the form that the Pepperi Web Admin will see when the activity detail is viewed.
PDF Form - the information displayed on the PDF copy of the Activity that can be either automatically emailed or displayed on the tablet for preview/print/emailing.
Edit the profile's Form:
Click the pencil icon to edit the form.
The form will present you with Available Fields that are standard fields you can add to the activity.
These are informative fields that you can display in your activity form.
- Activity fields
- Agent fields
- Account fields
- Contact person fields
The main fields in your Activity will most probably be custom fields, since these are the questions, menus, responses that you will customize for your needs per form.
In order to add custom fields to your form click "Add custom field?" and add the field types that are required.
There are many types of fields that can be added.
For each field type decide on the field label and enter it in the box.
Then enter any additional information necessary for the field.
Some fields only require a label, others may require more information such as:
Choices for the Dropdown menu, the number of characters to limit the Limited Line Text, etc...
After adding each field, click Save.
Add as many fields as you require.
You'll be presented with a summary listing of all the fields you created in the Fields tab:
You can edit the field labels and properties from this listing by clicking on the pencil icon in the Actions column.
You can delete a field by clicking on the bin icon in the Actions column.
Sort the fields in the order required for the activity.
Click on the pencil icon next to the field and the Read only and Mandatory options will display.
- You can rename the title of the field.
- You can mark the field as Read only or as Mandatory (the activity will not be able to be saved unless the field is filled in).
- The Add Splitter button allows you to divide your form into sections and give a text title to each section.
For example the form above is divided into General Information, Survey details, and Feedback sections.
This was done by adding a Splitter and renaming it to the section title.
To do this click "Add Splitter" for each section, edit the titles and position in the form.
Once you have created the fields, labeled them, edited them and added them to the form layout, click Save.
Edit the Admin Form
Now, do the same for the Admin form layout so the admin can view the information entered into these fields when viewing the activity in the reports and dashboards. You can copy the same layout between Rep and Admin by clicking on the menu in the upper right corner on "Copy Form".
To customize the PDF form which will be attached to the email notification about the Activity follow instructions below:
Edit the PDF Form
The PDF forms determines which fields will be presented on the PDF form emailed about the Activity.
Drag all fields you wish to display to the layout and click Save.
The Accounts tab allows you to select which Accounts this Activity can be executed for. If you are using Account types to manage inventory across multiple warehouses, van sales, or have several customer types - the Activity can be made available for the relevant Accounts only (this will override the Activities you have positioned on the user's Account Dashboard, and show only the ones relevant to each Account).
Another option in the Accounts limitation, is not to associate the Activity with any Account at all. This is useful if you wish to capture information that is not tied to an existing customer, for example prospects at a trade show. For details on this see: Efficiently Capture Potential Buyers at Trade Shows.
Click Edit, and select the Account Types, or no Account:
Configure the Workflow transitions and actions for the Activity. For example, configure an email notification Post action when the Activity is submitted. For details on configuring workflows see: Workflow Designer.
To automatically guide the user through multi-page forms, and dynamically open up the relevant next page, use Alternative Forms. You'll need to create multiple Activity Forms in the Forms tab, then configure each status and condition in the Workflow. For more details see: Alternative Activity Forms.
The Menu tab allows you to indicate the options you want to make available to the user when previewing this activity within Pepperi app on the tablet.
Drag the "PDF" option to the layout in order to make a PDF preview option available on the tablet and Web Admin. This will allow the user to view/print/email a PDF copy of the form straight from the app.
If you have automatic emails being sent in the Workflow tab the PDF will also be emailed to the configured destinations. This does not affect the Menu option which simply allows previewing of the PDF.
Add your Activity to the Activities Toolbar or Menu
To make the Activity available to users you must include it on the Account Dashboard Layout in the Activities Toolbar or Menu. For details on how to do this: Account Dashboard Layout
Your Activity is now ready for users. You can also add this Activity to an Activity List of your choice for quick reporting and viewing. For detailed instructions on adding Activities to Lists: Sales Activity Lists