ACCOUNT REP MANUAL
Important Reminders:
– When setting up shops, be sure report dates match the billing period. – Check report dates under reviewer log to verify they reflect billing month or period needed.
– Payday is the 15th of every month; all accounts must be closed and billed on or before the 10th.
Office Hours
Finding and Selecting Shoppers – Do not rely on emails! For help finding shoppers, follow the steps in the first link below, and call shoppers!
STEPS FOR FINDING SHOPPERS – you must follow these steps to request help from Becky!
Current Shopper Verification Chart
JobSlingerPlus (What is JobSlinger, and how can it help me find shoppers?)
How can I tell how far a shopper lives from the location I need to schedule?
Sending Bulk Email to Find Shoppers
Scheduling Guidelines
Credit Checks – Opening a New Account at a bank/credit union
Survey “Status” Descriptions
“Hold” Status Procedures
Approving/Accepting Shops and sending OK to Reviewers
Billing Shoppers, Inc.
Invoice Instructions
IMPORTANT INFORMATION
Error Messages (SASSIE errors and their explanations)
502 Gateway Error
JavaScript Error
How To:
Auto Schedule
Auto Scheduling – Shopper Block Out
Auto Scheduling – Definition for different symbols
Manual Scheduling
Cite / Rate Shoppers (good or bad)
Disqualify a Shopper / Check to see if a Shopper is Disqualified before Scheduling
Downloading list of shoppers from SASSIE
Use GeoVerify (What is GeoVerify?)
Confirm your number of shops (verify correct number is scheduled / billed)
Get a list of all Open shops to Export (from Urgent Log)
Recorded shops – Delete from a shop that you don’t wan the text to be deleted
Recorded shops – Reset a recording/survey
Shopper Oracle (see how many shoppers there are in the area of a client)
Understanding Shopper Profile features
Waves
SASSIE Policies
Email Policy
