AvailableMeasure & Govern· For Field marketing, retail execution

Surveys

Create survey instruments, collect field responses, and analyze results — supporting compliance checks and store visit workflows.

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Field surveys

Compliance verification

Deploy structured surveys to verify in-store execution and POS placement.

Structured data

Response analysis

Collect and review field responses instead of unstructured visit notes.

Role-based

Access control

Role-based access ensures the right teams see survey results and deploy instruments.

Field instruments

Build and deploy surveys for store visit workflows

Surveys lets field marketing create survey instruments, collect structured responses, and analyze results. Compliance checks and store visit workflows move from ad-hoc forms to governed instruments tied to activations and POS tracking.

Survey builder with question types
Response collection and review
Role-based access to results
Response export
Tied to field execution workflows

Build and deploy surveys for store visit workflows

Compliance checks

Verify POS and activation execution in the field

Deploy surveys against activations to confirm materials are on shelf and displays match HQ standards. Results roll into compliance reporting alongside POS matrix data.

Activation-linked deployment
POS placement verification
Structured response schemas
Review workflow for anomalies
Export for compliance audits

Verify POS and activation execution in the field

Field enablement

Surveys complement GamePlan and activations

Field reps reference GamePlan for what to execute and surveys for how to verify. Help and documentation modules support training on survey instruments.