StoryPulse - Sign Up (Salesforce)
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The document provides step-by-step instructions for administrators to sign up for StoryPulse using their existing Salesforce account. It details entering the StoryPulse website URL, clicking sign up, logging into Salesforce by entering credentials, verifying the email, and being directed to the Baton dashboard upon completion of the process. Administrators can then access StoryPulse by clicking the icon and logging in through Salesforce.
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StoryPulse is a platform that allows presenters to create and administer live polls for audiences. Presenters can log in, create new polls from scratch by adding multiple question types, and generate a URL or email link to share the poll with attendees. Attendees can then go to pollnow.io, enter the 4 digit code, and submit their responses. Presenters can view live responses as they come in and choose to manually end the poll or set a countdown timer. Support is available by emailing contact@focalcxm.com.
StoryPulse Planned scope Server Version 3.2.0
This document provides an overview of planned features for StoryPulse Server version 3.2.0, including the ability to upload and manage consent forms from the administrator interface. Key areas of focus are allowing administrators to upload consent forms, push them to clients, capture input and signatures, and sync the information to CRM platforms. The server upgrade is also planned to create activity records when consent forms are uploaded or updated. Version 3.1.0 of the StoryPulse client will still be compatible for capturing and syncing consent forms with the new server features.
StoryPulse TOI Quiz Assessments
This document provides instructions for creating and publishing quiz assessments in StoryPulse. It outlines the steps to enter the admin console, create a new assessment by selecting options like question type and number of days to display. Questions can then be added and saved. The assessment is then published and assigned to roles/specialties. Representatives can then take the assessments on iPads by selecting responses and submitting answers to the CRM.
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StoryPulse - Sign Up (Salesforce)
- 1. www.focalcxm.com StoryPulse Transfer of Information Series Signing up for StoryPulse with Salesforce
- 2. www.focalcxm.com Goal As an Administrator, I should be able to sign up for StoryPulse with Salesforce
- 4. www.focalcxm.com Scroll down and Select “StoryPulse”
- 5. www.focalcxm.com Click on “Sign Up” link to navigate to sign up screen
- 7. www.focalcxm.com Enter Salesforce registered username, password and click on “Log In” button
- 8. www.focalcxm.com Enter the verification code received to registered email address and click “Verify”
- 9. www.focalcxm.com This process may take few seconds..
- 10. www.focalcxm.com Baton dashboard screen is displayed
- 11. www.focalcxm.com Admin can logout and sign in from the next time
- 12. www.focalcxm.com Click on StoryPulse icon, navigates to “Sign In” screen
- 13. www.focalcxm.com Click on “Salesforce icon” and enter the registered credentials
- 14. www.focalcxm.com Thank you For any questions or support, write to us at contact@focalcxm.com