Filling out your tasting report

Start with the big rule: save early, submit after checkout

You don't have to wait until the end to begin. As soon as you've checked in, you can open the report, type what you know, and save it.

1. Open the report and start filling it in whenever you like (see below).
2. Tap Save draft as often as you want — a draft can even be blank, and nothing is checked yet.
3. When your tasting is over, check out of the event.
4. Now the Review and Submit Report button turns on. Tap it to send your report.

Until you check out, the submit button stays switched off. That is normal and it is the number-one thing ambassadors get stuck on.

How to open the report

There are a few ways in, and they all open the same form:

1. From the tasting's screen, tap Start report (if you haven't begun one) or Open report (if you already have a draft).
2. Or, from the tasting's action button, tap Finish report (while it's still a draft), Submit report (once you've checked out), or Revise Report (if the brand asked for changes).
3. Or, open the Reports tab and tap the tasting you want.

If the button briefly says Loading..., just wait a moment while it opens.

What the form looks like

It's one long form you scroll through — not a step-by-step wizard. You'll see three parts:

• A General card
• A Feedback card
• An Event Products card, with one card for each product you sampled

Fields marked with a * are required before you can submit. You can leave them blank in a draft, but you'll need to fill them in to send the report.

General

1. In Checked in with *, type the name of the store person you checked in with.
2. In Setup location *, type where you set up your table.
3. Use Setup notes to add anything else about your setup (optional).
4. For Shelf/display photo *, add at least one photo of the shelf or display (see Adding photos below).

Feedback

1. In # interactions *, enter how many shoppers you talked with. Use the − and + buttons or type the number.
2. For Store traffic *, choose Low Foot Traffic, Medium Foot Traffic, or High Foot Traffic.
3. Fill in the optional fields if they help: Competitors, Average gender, Consumer age, Repeat task in future? (Yes / No / Maybe), and Brand familiarity avg.
4. In Customer feedback *, write what shoppers said.
5. Use Manager feedback for anything the store manager shared (optional).

Event Products

You'll see one card per product under the Event Products heading. For each product:

1. Set Able to sample? to Yes or No.
2. If you choose No, a box appears — Why could this product not be sampled? — and you must fill it in.
3. If you choose Yes, fill in # samples given * and # purchases made * using the steppers or by typing.
4. Add any notes in Product feedback (optional).
5. If the brand added its own question for a product, answer it — those are required too.

Adding photos

1. Tap the photo field to open your phone's picker.
2. You'll see the tip: "Choose from your photo library, or take a new photo if your phone offers camera from the picker."
3. Pick a photo, or take a new one if your phone offers the camera.
4. To add more, open the picker again and choose more — they add on rather than replace.
5. To remove one, tap the × on its thumbnail.

You always need at least one shelf/display photo before you can submit.

Saving and submitting

1. Tap Save draft at any point to back up your work. The status line will show Draft saved.
2. Once you've checked out, tap Review and Submit Report.
3. If anything required is missing, the status line turns red and says Missing required answers: and jumps you to the first empty field. Fix it and try again.
4. On success you'll see Report submitted for internal review. and the form becomes read-only.

There's no separate preview screen — tapping Review and Submit Report sends it, so scroll up and check your answers first.