This page outlines how you generate and publish activities for stores using tRS Connect.
Head Office users can publish the following content to Stores:
Select the activity you wish to create and follow the relevant steps below.
Calendar Item
Select this template:
This will take you to this popup window:
Give your Calendar Item a title, and a start and end date:
You may choose to make this event last all day for the selected date range by ticking the box next to "All day".
Alternatively, you can select the exact time for the event to start on the start date and end on the end date by selecting a time from the two dropdown lists.
Choose one or more locations as your audience:
Select a Tag you wish to add:
Choose the owner of this Calendar Item:
The 'Published Date' and 'Published By' fields are automatically populated by the Connect system.
Then simply add your text, and to publish to stores, click save, then click submit!
Please note: You must click submit after clicking save if you wish to publish the Calendar Item
Announcement
There are two available templates for an Announcement.
For a News Announcement without an attachment, select this template:
This will take you to this popup window, in which you fill out the fields as detailed in the Calendar Item section of this article.
For a News Announcement with an attachment, select this template:
This will take you to this popup window:
In this popup window, you will see an option to "Select Files to Upload". Click this button, and you will be taken to a popup window of your files. Choose which file you would like to attach to this Announcement, click "Open", and it will appear in the popup as shown here:
The rest of the fields can be completed as detailed in the Calendar Item section of this article.
Once you have filled out all required fields, to publish to stores, click save, then click submit!
Please note: You must click submit after clicking save if you wish to publish the Announcement
Task
Select this template:
This will take you to this popup window:
You can fill out most fields as you would for a Calendar Item, selecting the Owner, date, audience, and Tags, as well as typing in your Task instructions.
You may then select "Add Survey Questions", which will take you to this panel:
You may edit the Display Title to add your own title. Select "Add Survey Questions", and a new box will appear. In the text field, type your question. You can then choose the type of answer you want this question to require:
Once you have added the questions you would like to ask on this Task, click apply, and they will appear in the original popup window.
To publish to stores, click save, then click submit!
Please note: You must click submit after clicking save if you wish to publish the Task
VM Directive
Select this template:
This will take you to this popup window:
You can fill out most fields as you would for a Calendar Item, selecting the Owner, date, audience, and Tags, as well as typing in your VM Notes.
You can also attach files, following the same process outlined in the News Announcements with an attachment section of this article.
In a VM Directive, there is an additional option to add images to the VM Directive Image List. Select "Add Images", and you will be taken to a panel. You may edit the Display Title text, then begin uploading your image(s) by selecting the upload button on the right of the panel. You will be taken to a popup window of your files. Choose which image you would like to attach to this Announcement, click "Open". The panel will then look like this:
Once you have added all your desired images, click apply and they will appear in the original popup window.
Once you have filled out all the required fields, to publish to stores, click save, then click submit!
Please note: You must click submit after clicking save if you wish to publish the VM Directive
Store Form
There are three available templates for a custom Store Form.
For a repeatable store form with a survey, select this template:
This will take you to the following popup window:
You can fill out most fields in the popup as you would in activities detailed above, namely Title, Owner, Audience, Tags, Description text, and Survey Questions.
Additionally, you can choose the frequency required for stores to fill out and submit this form. If you require daily, or close to, submissions from stores, select Daily, and you will then have the option to choose the specific frequency. 1 will mean every day, 2 will mean every second day, and so on.
Alternatively, you can require the form to be submitted on a weekly basis. Select the Weekly radio button, and you will have the option to select one or more days on which you would like the form to be submitted every week.
Finally, you can elect for the form to be submitted by stores monthly. Select the Monthly radio button, and then choose on which day of the month you would like the forms to be submitted (ie the 1st of every month, the 2nd, and so on), and also the frequency of months (this works the same was as the frequency of Daily).
Once these fields are all completed, to publish to stores, click save, then click submit!
For a non-repeatable store form with the ability for stores to upload an image response, select this template:
This will take you to the following popup window. All fields here can be populated following the relevant instructions above.
Once you have filled these out, to publish to stores, click save, then click submit!
For a non-repeatable store form with a survey response, select this template:
This will take you to the following popup window. All fields here can be populated following the relevant instructions above.
Once you have filled these out, to publish to stores, click save, then click submit!
Please note: You must click submit after clicking save if you wish to publish the Store Form
Social Feed
To set up a social feed for stores, select the platform you wish to connect to (currently only Instagram is available).
This will take you to the following popup. Fill in the Title, Owner, and Audience as detailed above.
Select Configure Social Feed, and you will be taken to a side panel. Fill out two fields with the relevant information - select the social media platform in Media Type and type your account's username in the text field.
Click apply, then close the pane. You may then click, save, and then submit!
Once you have submitted this activity, the Support Team at tRS will receive an email notifying us of your new Social Feed setup. We will then reach out to you to organise a quick call during which you will have an opportunity to input your username and password (without sharing it to tRS) to this social media account, allowing Connect to display these posts in the portal.
Please note: You must click submit after clicking save if you wish to publish the Social Feed