Prerequisite: User must have a Role with Admin Permission.
New Question Sets can be created through Excel Upload. Note that this is a simplified process that only supports creation of a certain type of basic Question Sets. It does not encompass everything that can be created or specified through the UI.
Downloading the Blank Excel Template
In the Guided Selling Management screen, click on the Download icon. The excel template that will be used for this process will be downloaded.
Uploading the Excel Template
The downloaded excel will have 2 tabs: Structure and Localization.
In the Structure tab, the structure of the Question Set can be specified. For each row, the chain of Questions and Answers and the corresponding Product Tag and/or Product ERP IDs should be specified. This represents the Questions and Answers that the user will see and select and accessing the Question Set, and the Products that they will get as the result.
Once the Excel file has been filled with the appropriate data, it can be reuploaded back to the system. In the Guided Selling Management screen, click on the Upload icon and select the Excel file to upload. Once the upload has been validated, the created Question Set(s) will appear in the list. All newly created Question Sets will start out in inactive status.