Set up In-Store Survey for Consumer Goods

1. Enable Digital Experience and create experiences

2.Set up surveys in your org

3. Create an Assessment Task Definition

Note: Select 'In-Store Survey' as assessment task definition task type.
4. Create an Action Plan Template

5.Associate the Assessment Task Definition created in Step 3 to the Action Plan Template created in Step 4

6. Create a Visit record 

7. Associate the Action Plan Template created in step 4 to the Visit record created in step 6

8. Go to the primary contact of the retail store and choose “Get Survey Invitation” Action ( or go to contact list and click on item menu button to get the ‘get survey invitation’ action). 

9. Select “Don’t require authentication”. Associate the survey to the contact and account as a related record.

10. Click on "Generate Invitation button"

11. You will now see the survey under the task tab on Visit detail page.

12. Clicking on survey takes you to a particular invitation/instance.