BrandTactics & NestForms

When you’re executing a one-off promotional survey or multiple retail campaigns nationwide, every visit matters. From placement to compliance, stock checks to photographic proof — every interaction must be recorded clearly, accurately, and on time.

BrandTactics, one of Ireland’s leading promotional and event management agencies, knows this better than most. Their campaigns demand precision — not just on the creative side, but on the ground, store by store.

To manage this complexity, BrandTactics uses NestForms to collect structured, branded field data — ensuring every visit is completed and verified, with zero guesswork.

For this particular campaign, BrandTactics was supporting a major FMCG (Fast-Moving Consumer Goods) brand across a large network of retail stores in Ireland. The objective? Ensure promotional stock and display trays were positioned in the right spot — and that store teams were aware, aligned, and ready to support.

Every field representative was tasked with a visit to individual store locations. These visits needed to be clearly documented — not just for internal assurance, but for reporting and Client Sign-off.

Key goals included:

• Tracking store visits and timeframes
• Verifying communication with store staff
• Confirming promotional display placement
• Identifying and solving stock availability issues
• Capturing before-and-after photo evidence
• Checking compliance of secondary promotional displays
• Collecting feedback or reporting barriers to completion

All of this data had to be submitted fast, and with minimal room for ambiguity.

Using NestForms, BrandTactics created a campaign-specific mobile form that field reps could use during each store visit. Each section of the form was designed to reflect the real-world tasks staff needed to perform — and the conditions they needed to check.

The form included:

• Selection of the visited store from a dropdown
• Date and time confirmation
• A short note confirming engagement with store management
• Text fields and image uploads for promotional display locations
• Stock checks and product placement verification
• Dedicated areas for feedback and notes on obstacles or deviations

Photos were critical — and the form included multiple opportunities for the rep to visually confirm tray placement, promotional stock, and branded units.

Even when offline, reps could complete the form in full. Once connected again, everything would sync seamlessly to the BrandTactics dashboard for review and export.

Not every store was the same — and BrandTactics needed a system that could adapt to small inconsistencies or surprises.

NestForms allowed reps to:

• Explain why a visit might not go as planned
• Log when stock wasn’t found or was stored elsewhere
• Record staff names for each interaction
• Offer detailed comments on store-specific issues
• Attach visual proof of both successful and delayed activity

This level of flexibility made the form more than just a tick-box exercise. It became a communication tool — a structured space where field teams could report what actually happened, not just what was expected.

For BrandTactics’ client, visibility into this campaign was essential. They needed to know:

• Which stores had completed setup
• That trays and stock were positioned in the correct location
• That managers had acknowledged the activity
• That no product or merchandising material was missed

Using NestForms, BrandTactics could deliver daily updates — including photos, notes, store staff confirmations, and submission timestamps.

What might have taken several days to compile using emails, calls, and spreadsheets now happened automatically as reps finished each store visit.

NestForms didn’t just make the campaign easier to manage — it made it more reliable.

By structuring the process into one mobile form, BrandTactics eliminated inconsistency, reduced back-and-forth, and empowered their regional teams to operate independently with confidence.

It also reinforced BrandTactics’ position as a trusted partner — capable of delivering creative campaigns with measurable, provable execution at store level.

This campaign reinforced the value of having real-time, image-backed, structured reporting — especially when client expectations are high and results need to be seen, not just promised.

BrandTactics used NestForms to deliver:

• Nationwide coverage without added admin
• Real-time insight into promotional execution
• Better client communication, backed by evidence
• A more confident and independent field team
• Trusted, verifiable compliance with campaign goals