MaritzCX OnSite Reference Guide Contents Logging in ......................................................................................................2 Settings ..........................................................................................................3 Main Menu .....................................................................................................4 Find New Shops ..............................................................................................5 Assigning shops ..............................................................................................6 Incentives ......................................................................................................6 My Current Shops ...........................................................................................7 Debriefing Prep ...............................................................................................9 Debriefing .................................................................................................... 10 Shops on Hold .............................................................................................. 11 Visit Status ................................................................................................... 12 FAQ Section .................................................................................................. 13

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Installation 

Android Users: To install the android version of the MaritzCX Mystery Shopping app you will simply navigate your phone to the Google Play Store. Search for MaritzCX and look for the app as pictured below. Please note that the MaritzCX Case Management app is NOT the mystery shopping app.

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iOS Users: To install the iOS version of the MaritzCX Mystery shopping app you will need to navigate to the App Store. Once there you will search for MaritzCX and look for the app as pictured below. Please note that the MaritzCX Case Management app is NOT the mystery shopping app.

Logging in To log in to the MaritzCX mystery shopping app you will use your existing shopper ID number and password. If you have not signed up to be a shopper with us, please visit our website at www.maritzmysteryshopping.com and click on the “Become a shopper” link from the menu on the left column. Please note that your password will be case sensitive.

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Settings Tap on the gear icon at the top right of the screen. This houses various settings.

Password: This will take you to the page where you can change your password. Settings: Information on this page is detailed below. Update Cities: This will update the internal list of cities on your device. Logout: This will log you out of the app. SETTINGS: The settings button will take you to a page containing two options: 1. Wi-Fi Use -

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The toggle has two modes, on and off. On is green and off is grey. When this toggle is on you will only be able to download project materials (guidelines, LOA, evaluation, update letters, etc.) as well as upload data to us over a source of Wi-Fi. When it’s off you can use mobile data to do those things as well Wi-Fi.

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2. My Default Location This setting allows you to change your default location. This is set by default from your profile and the home zip code you have given us. This is what the app uses to do quick search in your area. If for any reasons you wish to change it simply supply a new zip code in the box and hit submit.

Main Menu The main menu consists of three different options: The “Find New Shops” tab is where you will be able to search for available shops. This can be in your area or in an area you may be going to. The “My Current Shops” tab is where you will see what shops you still have to complete. Notice the green bubble, this is a quick count of how many are left. The “Shops On Hold” tab will take you to see what shops are currently on hold. Again, there is a quick count bubble to show you how many. Note: At this time, you can only see the reason for the hold, but are not yet able to correct the hold.

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Find New Shops From the main menu you can tap on the “Find New Shops” button to find available shops. You can search for your shops by either the default location (as set in the “Settings” menu) or by searching a specific location. The Find New Shops menu has its own submenu consisting of three different options: The “My Default Location” button will give you a search based on your current default location. Your default location is set to your zip code and can be changed in the settings menu. The “Search by Location” button will allow you to specify where you would like to search. This search can be done with a zip code or a city, state. The “Offered Bundles” button will take you to view any offered bundles you may currently be offered. No matter which option you choose you will first need to go through a few eligibility questions and accept and/or decline project details. You will only need to do the eligibility questions once every 90 days as well as accept and/or decline project details. The main difference in how project details are handled in the app is that you are now presented will all project details at once. This will allow the app to know which shops it should show you on the map page. You have to accept and/or decline every project detail before you can assign any shops. You will need to accept and/or decline them only once until that project is available again. This list may seem daunting but once you have accepted or declined a project details you won’t have to do it again until the project renews. Please note: The project details page is NOT where you will see your shops or assign them. This simply tells the app which shops you are wanting to see. If you decline a project, you will not see it on the map page. Also, by accepting project details, you are not committing to completing any shops at that time.

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Assigning shops Available

shops on the map page will be shown with a red shop icon (as pictured left). Add the shop by tapping on the “add to bundle” icon (as pictured right). Make sure to tap the “Calculate Offer” button (pictured below) to get the total price.

If you are ok with the amount offered and do not want an incentive (see below) you can just simply tap on “Agree & Continue”. You will then be taken to the “Schedule Visits” page.

Incentives Incentives can be asked for within the app itself. However, incentives work a bit different than you may be used to. When asking for an incentive within the app you will need to think about how much the bottom line should be. This bottom line will include all shop fees (tapping “calculate offer” will show you the total of all shops fees for the shops you have selected) plus any and all incentives you are asking for. Once you have the bottom line decided you will put in the TOTAL amount you want in the “Your Bid” box and then simply tap on the “Submit Bid”. This will put the shop / bundle in a queue to be looked at by us and either approved, countered or declined altogether. Those familiar with routes will notice the similarity. As an example: I have added two gas audits and a bank shop to my bundle. I then tap on “Calculate Offer” and see that the total shops fees come out to be $30. I decide that I need $10 more to make the drive viable. I therefore put $40 ($30 in shop fees and $10 in total incentives) in the “Your Bid” Box.

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Once you have either accepted them as is or entered your own bid you will be taken to the schedule visits page to select the window in which you will complete the shop(s). You will select a window for each shop in the bundle you made previously. If there is only one window shown it will be auto selected. Once you have selected the window you wish to complete the shop(s) in simply hit the “Submit Schedule” button. If you requested incentives, then you will be presented with a pop-up notifying you that your bid will be looked at by us. If no issues are experienced, you will be able to find your new shop under “My Current Shops”.

My Current Shops After you have assigned yourself a shop, tap on the “My Current Shops” tab from the main menu. This menu is not unlike what you see when you view your current shops from our website. You will see the shops you have assigned. You will see the visit ID, assigned window, project and the locations of your shops. The status is on the right. There are different statuses and a cloud icon. If this cloud icon is green, you have already downloaded the materials for this shop, if it’s grey you have not. You will also see the current status for each.

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The various statuses you see in this screenshot are: Ready to shop – This means that this particular visit is ready to be debriefed. Review Complete, Not Ready to Shop – This indicates that you have completed the review but the shop is not ready to be shopped. *Other statuses can be found in the Visit Status section of the handbook. To interact with a particular shop, you simply tap on it from within the current shops screen. You will find the following options available for that visit: Client Requirements - This is where you will find the project materials including, requirements guide, LOA and other materials. Requirements Review - Tap on the this button for your shop on the “Complete the Evaluation” page and answer the review questions. Touch Point - Tapping on the touch point tab will take you to the touch point, if there is one for the project you are on. Evaluation - Tapping on the this tab will take you to the debrief for that visit. As on our website, you will need to take and pass the Requirements Review before you can get into the debrief.

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Debriefing Prep As best practices for debriefing via the app we recommend that you do the following prior to going to your shops for the day: 

Tap on the specific visit you will be going to, from within the “My Current Shops” list.

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Ensure that you have taken and passed the Review Requirements for that specific visit. If you fail the Requirements Review three times you will need to call us at 1-800-782-4299 to take it with one of our associates.

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If there is any touch point for that specific visit, ensure that you have completed it.

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Tap on “Client Requirements” and read over any materials that are there. This includes Guidelines, LOA, POP materials, etc.

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Ensure that the cloud icon for that visit in the “My Current Shops” list is now green (as shown right) and not grey. Green represents the evaluation for that visit has been downloaded to the device.

In the event that while at the location you do not have access to Wi-Fi or mobile data you will need to do the following: 

While at the location fill out the evaluation as you would normally, to include taking any photos. When you get to the “Question Summary” page you can close out the app at that point. All your answers and photos will be saved until you submit it later.

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Once you are back at home, or at a place where there is a reliable source of data, you can then bring the evaluation back up. At which point you should go over it again to ensure that you haven’t left anything out and submit it.

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Debriefing *Please note that at this time you cannot debrief ExxonMobil or Shell shops using the app. Tapping on the “Evaluation” tab will take you to the debrief for that visit. Doing a debrief via the app is only slightly different than completing it on the website. The main difference is that you will see only one question at a time while debriefing on the app. You must answer the current question before you are able to swipe to the next. If you attempt to swipe past a question you will be presented with an alert letting you know that you must first answer the current question. The only exceptions to this rule are photos. You can skip overall photos as sometimes the object simply isn’t there. As you progress through the evaluation you will notice a camera icon. This icon will appear for overall photos as well as for question level photos (ie. Infractions). Currently, if a question requires a photo for a possible infraction the icon will be displayed on that question whether you say it has an infraction or not. You can take up to 2 photos per question. *Please note: You may be asked to give the app access to your camera, please allow this if asked. Once you get to the end of the debrief you will be presented with the summary screen. On this screen you will see various stats of the debrief itself. Simply hit submit. The app will then check all answers given against certain validations. If there are validations that need further clarification you will be told as much in a pop-up (an example shown to the right) and then be presented with those questions. There will be red text at the top of the question that will state what needs further clarification. There will also be a checkbox or a textbox for you to use. Once you have given clarification for each question in need you will be presented with another chance to submit. 12/13/2016

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Shops on Hold Tapping on the “Shops on Hold” tab will take you to a page in which you can view any shops that are currently on hold.

Tapping the “>” arrow will take you to the holds page for that specific visit. On the holds page for that visit you will be able to see which holds are on it, as well as which specific questions are on hold. Tapping on the arrow for a specific hold will allow you to see what the hold message is.

Please Note: At this time, you can NOT correct your holds using the app.

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Visit Status Review of Client Requirements Needed: You need to take the Requirements Review. Review Complete, Not Read to Shop: This indicates that you have taken the review but the visit is not able to be shopped. This is most likely due to an attempt to shop prior to your shopping window. Touch Point Needed: You’ve completed the review but a touch point is still needed. No Action Needed: This is if a project has not started yet but you are assigned a visit for that project. Ready to Shop: The visit is ready to be shopped. Shop Overdue: The assigned window has passed and you have yet to debrief the visit, or you have not yet completed the Requirements Review. On Hold: This status indicates the visit is currently on hold.

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FAQ Section “Are there any projects that I cannot use the app for?” Yes. Currently you cannot use the app to debrief ExxonMobil or Shell shops. You can however, still assign them through the app. “Can I invoice using the app?” No. Invoicing is not able to be done via the app. You will still need to invoice shops through our website. “I cannot accept the shops, I tap accept but nothing happens, Why accept, I can’t see where the location is?” These three statements / questions are all actually the same thing. The key word here is “accept”. In the new world when you assign a shop you “add to bundle”. Take a look at the top of the page, if there is a title that has “Project Details” on it then that is not the assigning page. This page is there for the app to know which shops you are interested in seeing and which shops you are not interested in seeing when on the map page. You must accept or decline the individual projects as you see fit before continuing on to the map. See page 5 in this handbook. “Do I have to resize my photos when using the app?” NO. When you use the app to debrief all the magic of sizing and format is taken care of for you. You will simply snap the photos as you encounter them within the debrief and they will upload right along with the debrief. “Can I retrieve my photos from the phone?” Yes. When you submit your shop to us all photos for the visit are saved in a custom album in your gallery / camera roll. The custom album will be named with the visit ID number. All photos will be named using the naming convention of: visitID_questionnumber_shopperID For example: 1234567_canopy1_123456

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“Can I skip forward when completing my debrief?” Yes and No. When debriefing you cannot or should not be able to skip individual questions. You can however jump to different categories within the evaluation. To do so you will tap on the menu icon (3 horizontal lines) at the top left of the app (while in the debrief). This will give you a sliding window showing the different categories within that evaluation. If you tap on any of them, you will be taken to the first question in that category. Everyone debriefs their shops a different way so this should help in not impeding your normal flow of the shop. Remember though, you cannot submit a debrief if any answers are skipped. Is there a way to transfer my incomplete debrief from the app to the website?” Currently the answer is no. However, that is actually one of the things that we have in the development pipeline. “I completed the quiz but when I tap on the evaluation it says I haven’t and I need to call MaritzCX?” This could be one of two things. The first being, are you within the window for that shop? With the app you are no longer able to do a shop before the window starts. The second issue it could be is that if you were online and got into the debrief for whatever reasons the app thinks you are in the debrief somewhere else and to ensure the integrity of it, it will not allow you to get into it. If this is the case, you simply call us and we will reset the status of the visit. “Can I print the guidelines from my phone?” This will depend on if you have your phone hooked into your home network in which you have a networked printer set up. If not, the answer is no. If you need a printed version of the guidelines because reading them from the phone is not an option, then you will need to print them as you normally would from your PC. “How do I get my phone on my home network?” This is beyond the scope of this FAQ.

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