The Promoter Portal is where you record what happens at your stand:

• what you sell;
• the promo items you give away;
• the games shoppers play.

It runs on your phone. Your agency or brand has already added you, so you don't need to sign up.

Before you go

• Use your own phone, with data or Wi-Fi. The Promoter Portal needs a connection to save anything. It doesn't work offline.
• Your phone number must be the one your manager added. You sign in with it.
• Charge your phone. You'll use it all day.

1. Sign in

Open promoters.momentsanalytics.com, type your phone number and tap Send code. Type the 6-digit code from the SMS.

See Sign in to the Promoter Portal. It also shows how to add the portal to your home screen so it opens like an app.

2. Say where you're working

If your activation runs in more than one place, choose today's location. Then allow your phone's location when it asks. It's noted only when you record something.

See Choose where you're working today and Allow your location.

3. Get to know your dashboard

The Dashboard is your home page. It has a button for each job, today's cash-up, and the stock left.

See Check your dashboard and today's cash-up.

4. Do the work

5. Hand over at the end of the day

1. Open the Dashboard and look at Today.
2. Count the cash. It should match Cash.
3. Check Mobile Money against the MoMo receipts, and Card against the card slips.
4. Mark any sale still waiting for payment as Paid or Payment failed. See Mark a waiting sale paid.
5. Hand over to your manager.

If you get stuck

• A button is greyed out
• "You've been signed out"
• Ask your manager. They can see everything you record.

You sign in with your phone number and a 6-digit code sent by SMS. There's no password to remember.

Before you start: your agency or brand must have added you with this phone number. If they haven't, ask your manager.

Steps

1. On your phone, open promoters.momentsanalytics.com.

2. Type your Phone number and tap Send code.

   

3. Type the 6-digit code from the SMS.

   

4. Tap Verify and sign in.

What happens next

The Dashboard opens. You stay signed in on this phone until you sign out.

Add it to your home screen

The Promoter Portal can sit on your home screen and open like an app.

• Android (Chrome): tap the ⋮ menu, then Add to Home screen or Install app.
• iPhone (Safari): tap the Share button, then Add to Home Screen.

If it doesn't work

• "That code isn't right"
• No SMS after a minute? Tap Send a new code. Check that you typed the number your manager added.
• "You've been signed out"

Everything you record is counted at the location you're working at. If your activation runs in more than one place, you choose it each day.

Steps

1. After you sign in, Where are you working today? appears. Tap your location.

   

2. Check the bar at the top. It now shows Working at and your location.

   

If your activation has only one location, it's chosen for you.

Change your location

Tap Change on the Working at bar and choose another location. What you record from then on counts there.

Switch to another activation

If you're on more than one activation, the Dashboard says how many, for example You're on 2 activations. Choose the other one from the list under your name.

Related

• Allow your location

Your phone's location shows your team that sales, promo items and games happened at the stand. It's noted only when you record something. You're never tracked in between.

Steps

1. When Allow your location appears, tap Allow location.

   

2. When your phone asks too, tap Allow (or Allow while using the app).

If you tap Not now

You can still work. Your records just won't have a location. Your manager may ask you to turn it on.

If it doesn't work

• "Location off"

The Dashboard is the first page you see. You can come back to it any time from the menu.

What's on it

• The four buttons:
  • Record a sale;
  • Give a product sample;
  • Give brand merchandise;
  • Play games.

  A button is greyed out when you can't use it, and it says why.

• Today, your end-of-day cash-up:

  • the money from today's paid sales, split into Cash, Mobile Money and Card;
  • the promo items given, the people reached and the game plays.
• Stock left: what's left for the whole activation, shared with the other promoters. A yellow note tells you when items are running low. When you see it, tell your manager so they can restock.
• Your activity: everything you've recorded in this activation.

Hand over at the end of the day

1. Count your cash. It should match Cash under Today.
2. Check Mobile Money against the MoMo receipts.
3. Check Card against the card slips.
4. Settle any sale still waiting for payment. See Mark a waiting sale paid.

Only paid sales count in the cash-up.

The menu

Tap ☰ at the top left to open the menu.

Notifications

The bell at the top shows how many notifications you haven't read. For example, you get one when your manager decides on a correction you asked for.

Sign out

Tap your picture at the top right.

• Logout signs you out on this phone.
• Sign out everywhere signs you out on every phone and tablet you've used. Use it if you've lost a phone, or signed in on someone else's.

Add what the shopper bought and how they paid. The sale counts towards your activation's targets straight away.

Before you start: you need to be signed in and working at a location. Products appear only if the activation has stock left.

Steps

1. On the Dashboard, tap Record a sale.

2. Under Add Item, search for the product and tap it. Promo prices are applied for you.

   

3. Change the number with − and +. Add any other products the same way.
4. Choose the Payment Method: Cash, Mobile Money or Card.
5. For Mobile Money or card, type the Transaction ID from the payment message or slip.
6. Type the Buyer Phone Number.

7. Ask the buyer to tap a star for their Overall experience, then tap Submit Sale.

   

Rating the product is optional.

What happens next

You see Sale added successfully. The sale shows in Sales history as Paid. The products' stock goes down, and the money is added to today's cash-up.

If it doesn't work

• "Transaction ID is required"
• "That transaction ID is already used by another sale"
• Red messages under the form, for example "Payment Method is required"

Related

• Record a sale that's waiting for payment
• Void a sale

Sometimes a Mobile Money payment takes a while. Save the sale as waiting for payment so the shopper doesn't have to wait. It won't count until you mark it Paid.

Steps

1. Record the sale as usual. See Record a sale.
2. Choose Mobile Money or Card as the Payment Method.
3. Type the Transaction ID from the payment prompt or slip.

4. Under Payment, tap Waiting for payment.

   

5. Tap Submit Sale.

What happens next

You see Sale saved, waiting for payment. The sale shows on the Dashboard under Today, but isn't added to the money collected.

When the money comes through, mark the sale paid. Do it before you hand over at the end of the day.

A sale that's waiting for payment doesn't count until you mark it Paid. If the payment didn't go through, mark it Payment failed.

Steps

1. Open the menu and tap Sales history.
2. Find the sale. It's labelled as waiting for payment.

3. Tap ⋮ on the sale.

   

4. Tap Mark paid, or Payment failed if the money didn't come through.

What happens next

• Paid: the sale counts, and its money is added to today's cash-up.
• Payment failed: the sale doesn't count, and its items go back into stock.

Sales history lists every sale you've recorded in this activation, newest first.

Steps

1. Open the menu and tap Sales history.

   

2. To see everything about a sale, tap ⋮ on it, then More Details.

   

What you can do with a sale

What you see under ⋮ depends on the sale:

You can fix how a sale was paid, its transaction ID or the buyer's phone number. This works on today's sales only.

To change the items or prices, void the sale and record it again.

Steps

1. Open the menu and tap Sales history.
2. Tap ⋮ on the sale, then Edit payment details.

3. Change what's wrong.

   

4. Tap Save Changes.

If the sale is from an earlier day

You can't edit it yourself. Ask for a correction instead.

Void a sale that shouldn't count. For example, you entered it twice or the shopper changed their mind. You can void today's sales only.

Steps

1. Open the menu and tap Sales history.
2. Tap ⋮ on the sale, then Void sale.

3. Choose a Reason. You can add a note.

   

4. Tap Void sale.

What happens next

You see Sale voided. The sale stays in Sales history but no longer counts, and its items go back into stock.

If the sale was right but had the wrong items, record it again with the right ones. See Record a sale.

You can only change today's sales yourself. For a sale from an earlier day, ask your manager. They decide, and you're told what they decided.

Steps

1. Open the menu and tap Sales history.
2. Tap ⋮ on the sale, then Ask for a correction.

3. Under What's wrong, say what needs fixing.

   

4. Tap Send to manager.

What happens next

You see Sent to your manager. The sale shows Correction requested until they decide.

When they do, you get a notification, and the sale shows Correction approved or Correction rejected.

The shopper gets a 6-digit code by SMS. When you type it in, the sample is handed over and counted. The code proves a real person received it.

Each person can get one product sample in each activation.

Steps

1. On the Dashboard, tap Give a product sample.
2. Type the shopper's Phone Number.
3. Search for the sample, tap it, and set how many with − and +.

4. Tap Send code.

   

5. Ask the shopper for the code in their SMS and type it in.
6. Ask them to tap a star for their Overall experience.

7. Tap Redeem and hand over the sample.

   

Rating the product is optional.

What happens next

The sample is marked as handed over, and the stock goes down.

If the shopper needs to come back later

Tap Finish later. The sample stays under Pending in Product Samples. When they come back, open it there and tap Redeem.

If it doesn't work

• "That code is not correct"
• "This code has expired"
• "This number has already received a product sample"
• "The SMS could not be sent"

Brand merchandise works like a product sample. The shopper gets a code by SMS, and you type it in to hand the item over.

Steps

1. On the Dashboard, tap Give brand merchandise.
2. Type the shopper's Phone Number.
3. Search for the item, tap it, and set how many with − and +.

4. Tap Send code.

   

5. Type the code from the shopper's SMS.
6. Ask them to tap a star for their Overall experience.
7. Tap Redeem and hand over the item.

What happens next

The item is marked as handed over, and the stock goes down. To see everything you've given, open Brand Merchandise from the menu.

If it doesn't work

• "That code is not correct"
• "This code has expired"
• "The SMS could not be sent"

Send a new code

If the shopper didn't get the SMS, or their code has expired, tap Resend code on the code step. A new code goes to the same number, and the old one stops working.

Cancel a promo item

Cancel it if the shopper leaves without collecting it, or you chose the wrong item.

1. On the code step, tap Cancel promo item.

2. When Cancel this promo item? appears, confirm.

   

The shopper's code stops working, and the item goes back into stock.

A game screen is the device at your stand that shoppers play on: a tablet, TV, kiosk or laptop. You set it up once, at the start of the day, with a code from your phone.

Before you start: the device needs a web browser and an internet connection.

Steps

1. On your phone, open the menu and tap Play games.

2. Tap Set one up. A 6-digit code appears. It works once, for 10 minutes.

   

3. On the device, open games.momentsanalytics.com.

4. Type the code under Screen code, then tap Start the game station.

   

What happens next

The device shows the game station, waiting for a play. On your phone, Play games shows the screen as on.

Name the screen

If your stand has more than one screen, give each one a name so you can tell them apart. On the game screen, tap its name at the top, type a new one, and tap Save.

Sign the screen out

At the end of the day, tap Sign out on the game screen, then tap it again. It takes two taps so a shopper can't sign it out by accident.

Another way: sign in as a promoter

If you can't get a screen code, tap Sign in as a promoter instead on the game screen. Type your phone number and the Activation code from your manager, then the code sent to you by SMS.

If it doesn't work

• "That code didn't work": the code was already used, or more than 10 minutes have passed. Tap Set one up again for a new code.
• "Games aren't on right now"

Every play is unlocked by a promoter, for one shopper's phone number.

Your manager decides where each game is played. You see it under the game's name:

Before you start: set up a game screen. If none is on, the play waits 10 minutes for one.

Steps

1. Open the menu and tap Play games.
2. Under 1 · Game, tap a game marked On the game screen. If your stand has more than one screen, choose one under Play on, or leave it on Any screen.
3. Under 2 · Shopper's phone, type their number.
4. Ask whether they agree to get the game SMS. It carries their prize code if they win. If they agree, tick the box.

5. Tap Unlock. The button shows the game's name and their number.

   

What happens next

The shopper's card appears on your phone, and the game screen shows Ready to play for them. Their number is partly hidden on the screen.

You can follow the game live on their card:

• A winner moves to Winners to hand over. See Hand over a prize.
• No prize: the shopper moves to Done today.
• Not played in time: unlock a new play if they still want one.

If it doesn't work

• "No games are on in this activation"
• "This number has already won a game prize"
• "This number has already played … today"

Some games are played on the shopper's own phone. They get a link by SMS. These games say On their own device under their name. Your manager decides which games work this way.

Steps

1. Open the menu and tap Play games.
2. Tap a game marked On their own device.
3. Type the shopper's phone number and tick that they agreed to the game SMS.
4. Tap Send the … link. The button shows the game's name.

What happens next

The shopper gets an SMS with a link. Their card shows Waiting for them to open the link until they do. Then you can follow their game live.

On their phone, the shopper sees the game and plays. If they win, their prize code and its QR code appear on their screen.

If they didn't get the SMS

Tap Resend link on their card. You can resend it twice. After that, cancel it and unlock a new play.

If your stand has physical Mystery Boxes, the shopper opens one by tapping it with their phone (or scanning the QR code beside it).

Steps

1. Open the menu and tap Play games.
2. Tap the game marked Tap a box. The box numbers are listed under it.
3. Type the shopper's phone number and tick that they agreed to the game SMS.
4. Tap Unlock. The button shows the game's name and their number.

5. Tell the shopper to tap any box with their phone, then type the last 4 digits of their number.

   

What happens next

On their phone, the shopper confirms with the last 4 digits of their number and opens the box. It holds a prize or is empty.

If they win, hand over their prize.

If it doesn't work

• The shopper's phone says no play is unlocked: check that you typed their number correctly, then unlock again.
• The phone doesn't react to the tap: NFC may be off, or not on their phone. They can scan the QR code beside the box instead.

Every winner gets a prize code, by SMS and on screen. You check the code before you hand over the prize. That way each prize goes to the right person, once.

On the winner's card

Use this when the winner's card is on your phone, under Winners to hand over.

1. Ask the winner for their code, and type it in:

   • under Code in their SMS: the 6-digit code from their SMS;
   • or under Code on their screen: the 8-character code on their phone, if they played on it.
2. Ask them to tap a star for how their experience was.

3. Tap Hand over, and give them the prize.

   

The shopper moves to Done today, with the prize they collected.

For a winner who isn't on your card list

For example, another promoter unlocked their game, or they won on their own phone.

1. On Play games, tap Hand over a prize.

2. Tap Scan the QR code and point your camera at the QR on their screen. Or type the code under Or type the code and tap Find the prize.

   

3. If the code matches more than one winner, tap the winner's phone number.
4. Check that the prize shown under Valid is right, ask for their rating, and tap Hand over.

See every prize won

Open Game wins from the menu. It lists every prize won in the activation, and whether it's been handed over.

If it doesn't work

• "That code wasn't found"
• The winner lost their SMS: tap Resend code on their card.
• The camera won't open: allow camera access in your browser, or type the code instead.

A button on the Dashboard is greyed out when you can't use it right now. The reason shows on the button, or in a box at the top of the page.

The game screen shows this when games can't be played. The line under it says why, in words for shoppers.

The screen checks again by itself. When games are back on, it carries on.

The Working at bar shows Location off when your browser is blocking your location. You can still work, but your records won't show where they happened.

What to do

1. Tap the icon next to the web address at the top of your browser.
2. Open the site settings, and set Location to Allow.
3. Reload the page.

If it's still off, check that your phone's own location (GPS) is switched on.

There are no games to unlock yet. Games appear on Play games once a manager switches one on for your activation.

What to do

Ask your manager to switch a game on. If you're on more than one activation, check that you're working on the right one. See Choose where you're working today.

Your agency's or brand's subscription to Moments Analytics has run out. Until it's renewed, you can't record sales, give promo items or unlock games.

The Dashboard shows Paused: subscription expired, and the buttons are greyed out.

If it runs out while you're working, you may see a Subscription Expired screen instead.

What to do

1. Tell your manager. They'll get it renewed.
2. Once they say it's renewed, reload the page. On the Subscription Expired screen, tap Check again.

What you recorded before it expired is safe.

When something is missing, a red message appears under that part of the form. Fix it and tap Submit Sale again.

The code you typed doesn't match the one sent to the shopper.

What to do

1. Ask the shopper to show you the SMS, and type the 6 digits again.
2. If they got more than one SMS, use the newest one. Older codes stop working.

After 5 wrong tries the code is locked, and you see Too many wrong codes. Resend a new code. Tap Resend code to send them a new one.

The code you typed doesn't match the 6-digit code in your SMS. The message tells you how many tries you have left.

What to do

1. Check the SMS again and type the 6 digits carefully.
2. If you asked for more than one code, use the newest SMS. Older codes stop working.
3. If you run out of tries, or the code has expired, tap Send a new code.

A number that's too short

If you see Enter your phone number when you tap Send code, the number is too short. Type all 10 digits, starting with 0, for example 024 400 0000.

The code doesn't match any prize won in this activation that's still waiting to be handed over.

What to do

1. Check the code again. Codes from an SMS are 6 digits. Codes on the shopper's own phone screen are 8 letters and numbers, shown like ABCD-2345.
2. Open Game wins and look for the shopper's number. If it says the prize was handed over, it has already been collected.
3. If the prize was won in another activation, it can only be collected there.

Each payment can be recorded only once. The transaction ID you typed is already on another sale.

What to do

1. Check the number. A single wrong digit is the most common cause.
2. If it's right, the sale may already be recorded. Look for it in Sales history.
3. If it was recorded twice by mistake, void the extra one. That works for today's sales only.

The promo item was created, but the SMS with the shopper's code didn't go out.

What to do

1. Check the phone number. A wrong digit is the most common cause.
2. Tap Resend code.
3. If it still fails, cancel the promo item and tell your team lead. The SMS service may be down, or your organisation may have run out of SMS.

Promo item codes only last a limited time, so the shopper's code can no longer be used.

What to do

Tap Resend code. The shopper gets a new code by SMS. Type it in as usual.

A code can be resent a few times. After that you see This code has been resent too many times. Cancel the promo item and start again.

Each person can get one product sample in each activation. This phone number has already had one, so no code is sent.

What to do

Let the shopper know it's one sample per person. If they'd like to buy the product, record a sale.

If you think it's a mistake, for example two people share a phone, ask your manager.

Each game has limits, set by your manager, so prizes reach as many people as possible.

"This number has already won a game prize in this activation"

It's one prize per person in each activation. This number has already won one.

"This number has already played … today"

The shopper has had all their plays of this game for today. They can play again tomorrow.

If the message ends the most allowed in this activation, they've had every play they're allowed in this activation.

What to do

Let the shopper know about the limit. If they'd like, they can play a different game, if one is on.

A Mobile Money or card sale needs its transaction ID. It proves the payment happened, and it's how your team checks it later.

What to do

Type the Transaction ID:

• Mobile Money: it's in the payment SMS the shopper receives, often called the transaction ID or reference.
• Card: it's on the card machine slip.

Cash sales don't need one.

You need to sign in again. Everything you saved before is still there.

Why it happens

• You used Sign out everywhere, for example on another phone.
• You haven't used the Promoter Portal on this phone for a long time.

What to do

Sign in again with your phone number and the SMS code.

If it keeps happening and you didn't sign out everywhere, tell your manager. Someone else may have signed in as you.