Asset: Retail Task Management Software

Webpage | April 5, 2021

Retail Task Management Software
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Messages and Tasks

Retail task management software to get everyone on the same page

Zipline’s unique approach to retail task management aligns your entire organization with minimal effort at HQ and maximum store engagement and execution in the field

“Zipline is the linch-pin for all our communications – everything passes through there. There’s no ambiguity; if it’s on Zipline it’s official and if it’s not, it’s not. It is a solid record of what we did and when, and how we had it done.”

Elliott Perceval | Sr. Operations Manager |

Give your stores clarity

With Zipline, store teams see messages, tasks, and attachments – only the ones relevant to them – in one place. No extra logins. They can focus on delivering the right store experience without having to search a dozen places for information.

Store managers can easily assign tasks, recognize individuals and plan store activities in the palm of their hand. Zipline works on any mobile device (as well as 10-year-old back office PCs.)

Give your upper field visibility

Zipline gives District and Regional Managers real time visibility into who’s reading messages, who’s completing tasks, and who’s not. They can track task completion rates, stay up-to-date on company news, and follow up directly with their store managers all from the same platform.

Now, DMs can build a culture of execution that produces consistent experiences and happier customers – no store travel necessary.

Give your comms team agility

With the ability to push real-time notifications and update messages and tasks in an instant, store operations teams finally have task management software that keeps pace with the business of retail.

Communicators at HQ can engage and educate field teams with easy-to-insert gifs, images, and videos, and multiple attachments – ultimately publishing better messages, faster. Zipline makes it easy to send information to stores in a more digestible way, so they understand the context and act quickly.

“Zipline is a great resource for all communication to be in one place”

Zipline is a great resource for all communication to be in one place, it makes it so easy so you don’t skip a beat on things you need to know for work and to be able to communicate with whole teams. Whole organization communication is so easy to use when you have one field where everything to me accessed by all employees it makes it easy for messaging and updates to be seen and heard by everyone
– Madeline C

Resource Library

More than a document management solution, it’s a brandable home for live-long policies, videos, training modules, and more (with search that actually works).


An info-gathering tool that can flex with your complex org chart. Powerfully simple, no training required.


A trusted place for dialogue, discussion, and debate (all tracked and moderated, of course).


Effortless store audits that help track behavior over time. Stop checking boxes and start coaching.

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What is a UTM and what does this form do?

A UTM is a set of parameters added to a link that tells Google Analytics how that visitor got to our site. And this form helps you make one!

Don't forget, whatever you fill in here will be seen by whoever you share the link with, so be sure not put anything in here that wouldn't necessarily be obvious or worse, could be insulting; ex. don't make the 'campaign' tier-3-prospects.

Please be sure to use all lower case, and dashes-instead-of-spaces.

If there is a gated version (behind a form fill), you will be able to select the gated or ungated (direct to the content) link.

Most common Zipline sources are:

  • linkedin
  • salesloft
  • paid
  • sales
  • qr-code
  • newsletter

The 'Source' is where the traffic is coming from, or the referrer.

Most common Zipline medium are:

  • social
  • email
  • banner
  • sem
  • event

Medium describe 'how' the traffic is coming to the site. So for example, clicks from LinkedIn or Twitter are coming through social media, so we simply call it 'social'. Another example is for email newsletter or direct sales email, the medium would be 'email'.

Current campaigns include:

  • zipline360
  • retail-talent
  • nrf
  • abm
  • holiday-comms

The campaign is an internal description of whichever campaign the link is a part of. Are you promoting an event like NRF? use 'nrf'. Maybe it's part of a new marketing campaign, then use the name of that campaign!

Term is optional, but can be used if there is a keyword associated with where you're sharing the link. This parameter is generally used to identify the search term used to find a paid ad for example.

Content is a good parameter to use when you are sharing multiple links from the same source/medium. If you have the same link in two different LinkedIn posts, you could use 'content' to differentiate based on the thumbnail used, or time of day. For example, 'Content' could be 'wed-afternoon' and 'thurs-morning' to describe when it was posted, or 'platform-thumbnail' or 'man-holding-clipboard' to describe the image associated with the link.

Your UTM link will display here after filling out the form

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