Published at: 2026-10-12
Sales representative quick Promo Proof
Submit Promo Proof during a store visit, or record evidence later on the web.
1. Learning objectives and end state
After completing this tutorial, you can:
- Find an in-progress campaign application.
- Submit evidence from a mobile field-work scenario.
- Record evidence on the web when necessary.
End state: A new record appears in the Promo Proof list, with evidence items populated according to campaign requirements.
2. Prerequisites
- The current campaign type contains a Promo Proof node.
- The target store participates in an in-progress campaign application.
- Before submitting mobile evidence, the executor has a field-work rule that includes the Promo Proof action or scenario.
- If you cannot visit the store, you have execution photos obtained through another channel.
3. Step-by-step procedure
Step 1: Select an evidence method
- On-site execution: Use the mobile Promo Proof scenario or a Field Type that includes the Promo Proof action.
- Unable to visit: Record evidence from Campaign Management > Promo Proof on the web.
Step 2: Submit evidence during a mobile store visit
- Open Promo Proof from the Workstation home page.
- Select a store within 10 km that can participate in a campaign.
- If the store has multiple in-progress campaign applications, select the target application.
- Check the evidence items to report.
- Upload execution photos and enter quantities based on actual results.
- Submit the evidence.
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For agreement-based campaigns, the signed store agreement and its items are populated by default. For campaigns without agreements, the campaign application items are populated by default.
Step 3: Record evidence on the web
- Go to Campaign > Campaign Management > Promo Proof.
- Click New.
- Select a campaign application.
- Enter the evidence details and save.
4. Run and verify
- Find the submitted record in the Promo Proof list.
- Open it and confirm that the store, campaign application, and evidence items are correct.