Selling Services w/ Interactive Presentation

  • Thread starter Thread starter coffeeprize
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coffeeprize

Hi - Can anybody help me with this:

I created a presentation for new customers and I am trying to add
something pretty simple but I don't know how to do it & don't know
much about VBA.

I want to be able to list the services throughout the presentation,
allow the customers to select the services they like, have a summary
page with everything they selected and have that page be able to be
either printed out or have the page sent to my email.
 
Yes, I'm pretty sure that this is going to require VBA. I have something
somehwat similar on my site, but it would take a bit of doing to get it
to work exactly for your purposes.Also, if I were doing it from scratch
for your purpose, I would probably design it differently. However, you
might be able to get Example 8.11 on my site to work for what you want:

http://www.PowerfulPowerPoint.com/

Click on Examples by Chapter and Chapter 8 to find it. It is set up as a
quiz, not a customer selection, but there is no reason why it couldn't
be for customer selection.

--David
 
The ideal way (probably) would be to have checkboxes for each item and then
write / have written a simple vba routine to iterate through all shapes on
all slides, find checked boxes and add the caption to a report string.

The string could be added to a placeholder on the last slide for printing or
sent to a csv file.
--
Amazing PPT Hints, Tips and Tutorials

http://www.PPTAlchemy.co.uk
http://www.technologytrish.co.uk
email john AT technologytrish.co.uk
 
Hi - Can anybody help me with this:

I created a presentation for new customers and I am trying to add
something pretty simple but I don't know how to do it & don't know
much about VBA.

I want to be able to list the services throughout the presentation,
allow the customers to select the services they like, have a summary
page with everything they selected and have that page be able to be
either printed out or have the page sent to my email.
Click to expand...

Before you start in on a development project, keep in mind that a VBA-based
solution won't work for at least some users. If their security settings are
set not to allow macros, your code may simply not run at all. Or if security
is set to medium, they'll see a warning that your presentation contains macros
and they'll have the ability allow them to run or not.

Most IT departments will have the security set fairly high, I expect.

Automating email on the client will be another source of complexity. Not
everybody uses Outlook, and not all Outlook users' settings will allow you to
automate Outlook to send email.

Another option to consider: have the users link to a web page with a form that
collects the information you need. One web link in the PPT file and you're
done with the client end. You can change the web form as needed, which you
wouldn't be able to do if you're gathering data on the client end.

The only real disadvantage I can see is that users won't be able to make
selections from within PPT as they go.
 
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