Hills Opt In Sponsorship Questions / Science Diet Adopter Report

Description

Provides details on clients who have adopted an animal from your organisation within a given date range and have agreed to allow Hills Pet Nutrition to contact them with information and special offers.

System Set Up

Before being able to extract details for this report, Shelter Buddy must first be set up to record customer responses to the offer of being contacted. By enabling this process, users will be prompted during the adoption process to ask the client whether or not they would like to be contacted by Hills. Uses then simply need to record the client's response as Yes or No. 

To set up your system, please refer to the steps below - note you will need Administration access to set up.

1. Select the Administration link from the left hand side menu
2. Find and select the link Question and Form Administration
3. From the menu, find and select the link Adoption Sponsorship
4. Select the link Add Hills Opt-In Question
5. Select Dog from the Animal Type drop down
6. Select Check Boxes from the Question Type drop down
7. Enter the Question field as "Would you like to receive Special Offers and Important Information from Hills Pet Nutrition?"
8. Leave the Comments field empty.
9. Click the "+" next to Answers twice to add two responses
10. Enter Answer 1 as "Yes" and Answer 2 as "No"
11. Click Add Question
12. Click Copy Hills Opt-In Question
13. Enter Dog in the top drop down, and Cat in the bottom drop down
14. Details of the question will appear below the drop downs.
15. Click Copy to copy all questions
16. System set up is now complete.

Generating the Science Diet Adopter Report (Special format for Hills Science Diet)

1. Select the Reports link from the left hand side menu
2. Select the link Shelter
3. Search for Science Diet Adopter Report and click View
4. Select the Hills opt in question from the drop down
5. Select a response option from the Answer drop down that appears
6. Enter the date range for the adoption you wish to extract
7. If you would like details for just one Physical Location, select an option from the Region drop down, or leave at All
8. You can multi-select Animal Types by holding the Ctrl key and clicking each relevant option, or select none to include all. NOTE: all types will only work if the questions for all types are identical.
9. Click Generate Report

Generating the Adoption Sponsor - Customer Response Report

1. Select the Reports link from the left hand side menu
2. Select the link Shelter
3. Search for Adoption Sponsor - Customer Response and click View
4. Select Hills Opt In from the Questionnaire drop down
5. Select an Animal Type from the drop down (e.g. Dog). Note: Shelter Buddy automatically includes baby animal types (i.e. Puppy and Kitten) with their adult counterpart (i.e. Dog and Cat) so it does not need to be run separately for baby types. 
6. Select Question as Would you like to receive Special Offers and Important Information from Hills Pet Nutrition?
7. Leave the Select Answer field marked as "Yes"
8. Enter the date of the adoption range you wish to find
9. Click Generate Report
10. Repeat for Cats