7 Simple Tips to Get More Out of Zenput

During our recent inaugural user conference, Zenput's Customer Support & Success team led two different sessions titled "10 Simple Tips to Get More Out of Zenput" (20 total tips!), which you can still view on-demand here. To help customers gain more value from the platform - which is always our goal - we've highlighted seven of the top tips from those sessions here, so you can easily share them with your team and implement them in Zenput.

1. Announcements 

• What is it?
  • Zenput customers can write an announcement and send it to any/all stores and field members to ensure that important messages/news are read
     
• Why is it useful?
  • Helpful in aligning your organization
  • Schedule announcements to pass on communications to team members
  • Monitor which users have opened your Announcement and follow - up with those who haven't
     
• Use cases:
  • Product Recalls 
  • Inventory Updates
  • Employee Recognition
  • Crisis Management
  • Promotional or LTO Updates
  • Reminders for Completing Tasks
  • Company Policy Changes

2. Commenting on Tasks

• What is it? 
  • When a store completes a task, their district manager or other team members can comment on that task to ask clarifying questions or get more info
     
• Why is it useful?
  • Centralize communication between organizational leaders and stores
  • Helps leadership to engage at the store level
  • Provides a simple way to create dialogue about a task within that task
     
• Use cases: 
  • Daily opening checklist
  • Weekly safety audit
  • Brand compliance checklist

3. Gallery View on Mobile and Web

• What is it? 
  • See a gallery of all of the photos that have been taken/submitted on tasks for that store
     
• Why is it useful?
  • Provides visibility into stores
  • Users are able to export/distribute photos
  • Assists with accountability, consistency, and transparency
  • Filter photos based on specific questions or fields
     
• Use cases:
  • Product quality photos
  • Cleanliness audit
  • Midweek checklist

4. Built-in Reporting to Identify Trends

• What is it? 
  • Pre-built reports in the Zenput platform that can be accessed from the web app clicking on "reports"
     
• Why is it useful? 
  • Built-in Report Types:
    • Exception Reporting
      • Yes/no roll-up is an exception report that highlights key issues at specific stores and taking action without having to be there
         
    • Completion Reporting
      • Recap with failures and project recap and snapshot report (real-time) - useful during adoption and beneficial to help track performance at locations
         
    • Form-Based Reporting
      • Form-based reporting allows you to see multiple submissions on one report and having them sent to you
         
    • KPI Reporting
      • KPI report is great for forms with scoring. Great for brand assessments, audits, and quarterly audits
• Use cases:
  •  Reports for each store, district, or operation-wide
     

5. Scheduled Reporting 

• What is it?
  • Automatically generate and receive reports that you want to see, via email
     
• Why is it useful?
  • Automatically distribute key data to external users on a recurring basis
  • Saves time and clicks
  • Able to export and send to external users
    • Helpful when you have outside teams that need to be up to date on the overview of how the locations are performing.

• Use cases: 
  • Weekly project completion recap report
  • Maintenance requests 

6. Filtering Data on Reports 

• What is it?
  • Allows you to customize reports to focus on key information
    • Sometimes you only need specific questions exported for your reports, so you're only looking at data for relevant information
       
• Why is it useful?
  • More efficient reporting
  • Filter by MetaData - (location, time to complete, etc.)
     
• Use cases:
  • Any Zenput-generated report 
     

​​​7. Form Distribution and Visibility

• What is it? 
  • Dictates who has access to the form after submission vs. who can submit the form
    ​​​​​​​
• Why is it useful? 
  • Helps manage access and visibility of forms to users
  • Can give managers the ability to edit submissions for locations on their team
     
• Use cases:
  • ​​​​​​​Incident reports
  • HR forms

These are just a few simple examples of how to maximize Zenput to have a greater impact on your business. To learn more tips, view the full session on-demand here or visit the Zenput Knowledge Base.