To connect to Wi-Fi, open the Settings app on the iPad and go into the Wi-Fi tab. Select the network you wish to join from the list of available networks.
Once connected, you are ready to access the App Store to download the Field InTouch app.
In order to benefit from the Geolocation feature within Field InTouch, ensure Location Services are turned 'On' in Settings.
1.Tap 'Allow' to give Field InTouch permission to use Location Services on your device (this prompt will only appear upon first launching the app)
Once you’ve gained access to the app, you’ll be presented with several menu options; Settings, Presentations & Leaderboards.
Initiate synchronisation; this will ensure your app is running the most up to date presentation content, has the most recent leaderboard data, and has sent any data that you’ve captured during your sales calls back to the server.
Here you can also change your state, view the app version number, view the date your app was last synced and logout.
Access the program modules that are available to you for your sales calls.
Select ‘Start a new call’ to begin a customer call or use ‘Demo Mode’ to rehearse sales calls and familiarise yourself with the presentation content.
Access Leaderboards to see how retailers compare to each other.
The Settings section allows you to synchronise your app to ensure you have the latest version and your latest call data has been sent to the server. From here you can also switch states and logout.
Logged in user details will appear here.
Shows current state selected. User taps to switch to states that aren’t allocated to them.
Ensure the latest version of the app is running by synchronising regularly, or at the completion of a call. This will ensure all data collected throughout the call is recorded on the server. Users will need to be connected to Wi-Fi to successfully sync data.
This is the last date synchronisation took place.
Understanding the version number is a helpful reference when contacting IT support if the user encounters a problem.
Logout when a different user needs to access the app.
Return to Field InTouch main menu.
If connected to Wi-Fi, the user will see their update progress. Once each update is complete, a tick will appear. Note: If a cross appears for any section, try tapping update again, until all sections show a tick.
Re-start the App without losing any data gathered.
Re-sync all presentation content from the beginning.
The Presentations section holds the programs that are available for sales calls.
Representative taps ‘Demo Mode’ to practise calls and familiarise themselves with the content.
Reps select ‘Start a New Call’ to setup a call with a retailer within an outlet.
This shows the default state, and is a dropdown menu to allow the user to switch to another allocated state. In the situation that a rep needs to switch to a state that wasn’t allocated to them in the store listing, they can do so in the Settings.
If Location Services are turned on, by default the list shows closest stores/accounts currently around the rep which they are also associated with. If Location Services are turned off, the list will display stores in alphabetical order. See below for when Geolocation isn’t available.
Rep selects the store/account they wish to call on from the scrollable list.
If the rep is unable to find their store/account from the list populated by their current location, they can begin entering the name, zip or account number in the top left of the pop-up. As soon as the user has entered the 3rd character in the search area, the list below will filter results. The rep then selects a store/account from the list, confirmed by a tick, and taps 'Continue' to proceed.
Rep enters the first and last name of the customer, and taps ‘Continue’ to complete call set-up.
Tap 'Continue' to proceed.
The Brands associated with your login appear at the top of screen.
Presentations available for the brand will appear as icons in the middle panel. To select a presentation, slide the icon into the middle of screen.
The selected presentation summary will appear in the main content area. This outlines the main education topics for the presentation. User can scroll down to view entire description.
Tap the play button or the 'Start Presentation' button to launch the presentation and commence your call.