Custom Activities allow you to create your own forms for reps, merchandisers or other types of users to carry out in Pepperi.
Examples of Custom Activities include:
- Forms for sales reps to fill out upon visiting a new Account
- Customer survey
- Form to register customers for training
- Product survey
- Service request
- Any other CRM type forms in your workflow
Custom Activities are positioned on the Account Dashboard in the Activities Toolbar or in the Activities Menu, as well as on the app home screen.
A report for each Custom Activity will automatically be added to the Reports section. In the report the manager can view all of the data that was entered in the activity.
The custom Activity will also appear on the Activities Dashboard on the map and on the chart indicating its usage and data.
You can receive email notification whenever an Activity is carried out with a customized PDF containing the information in the activity.
To create a custom Activity you'll need to:
- Select an icon for the Activity that will appear on the Account Dashboard.
- Create a form for the Activity and configure the form by adding fields.
- Configure the form the Pepperi admin will use to view the Activity information.
- 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. (The description will be displayed as the description of the report about this activity that will automatically be added to the Reports section.)
Select an icon that represents your Activity. This is the icon that will appear on the Account Dashboard on the tablet.
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.
Each profile in Pepperi has a form (if you have created additional profiles you will need to add a form for each, otherwise the Sales Rep form will be used as the profile's default. For more info on profiles see: Profile Management):
Sales 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. The full data from the form can also be viewed in the Reports section in the report for that Activity.
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 Sales Rep Form:
Click the pencil icon to edit the Sales Rep Form.
The Sales Rep 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
In order to add custom fields to create 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.
Once you have added all the required fields for this Activity, go back to the Forms tab and select the Sales Rep form edit button (pencil icon).
Drag the fields you created into the Layout section.
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 Sales Rep 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.
You may also use the "Copy Form" to copy the Rep or Admin layout to the PDF).
You can receive automatic email notifications with a PDF attachment containing the activity information.
Go to the Workflow tab.
Add Email - allows you to enter email addresses, customize the subject and message body and indicate the PDF file to be attached.
The Menu tab allows you to indicate the options you want to make available to the sales rep when previewing this activity within Pepperi app on the tablet.
Drag the "PDF" option to the layout on the Sales Rep and Admin forms 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 reps you must include it on the Account Dashboard Layout in the Activities Toolbar or Menu. For details on how to do this:
Your Activity is now ready for users. A report template (Reports section on the Admin) will automatically be added for you showing the detailed information each time this Activity was done.
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