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 to ask the client whether or not they would like Hills to contact them during the adoption process. Users 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 that you will need Administration access.

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 Adoption Sponsorship 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 Adoption Sponsorship 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. The 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