Marketing
The marketing questions are used when creating a lead. Marketing contains questions relating to current marketing campaigns and demographics.
This data can be view in a report for statistical use.
To find the marketing question go to
Settings → Inventory Settings → Select the "Group Options" tab, click "Download current layouts" (in blue)A new window will appear with a list of products. Scroll to the bottom, select "MARKETING" then press the Blue Export button.
An excel file will be downloaded to your system, generally in the "Downloads" folder
Once you open the file, you will be presented with a table similar to the one below
A | B | C | D | E | |
1 | BUZ Unique Option Name as at 1/10/2000 | TYPE | COMPTYPES | TYPEOTHER | OTHERINFO |
2 | Inventory Code for Pricing | ||||
3 | Value applies to Price from Related Option Name | ||||
4 | Related Column Data Field | ||||
5 | Related Column is Add to else Set to | ||||
6 | Look Back @ BUZ Column Name | TYPE | TYPE | ||
7 | Question Heading | Survey | Company Types | Other Description | Other Info |
8 | Option Type | L | L | $ | $ |
9 | Is Required | Y | Y | Y | |
10 | Can Mass Update | ||||
11 | Clear value when Copied to new item | ||||
12 | Is Not for Online Wholesale Ordering | ||||
13 | Is Not for Shopping Cart Ordering | ||||
14 | Use First valid Answer as default | ||||
15 | Help Message | ||||
16 | Picture URL | ||||
17 | Answers from here down | Radio | RADIO|2CH | OTHER| | |
18 | Answers from here down | Newspaper | RADIO|2 Day FM | ||
19 | Answers from here down | Letter Box | RADIO|2GB |
Note: For the Lead Sources reports to work the first 2 column must be TYPE and COMPTYPES
If you are new to the system or just have not viewed the group options for a while the main areas of interest in this File are
- Row 7 (in Green) These are the questions that will be visible to the client.
- Rows 17+ (in Yellow) are the potential answers available.
Once you have finished the modifcations to the Questions and Answers, save the document and follow the steps on the BUZ Group Options page to upload the data.