snapADDY VisitReport

Frequently Asked Questions (FAQ)

Häufig gestellte Fragen (FAQ)

Written by Hristina Bebic
Updated over a week ago

Quick start - VisitReport

Schnellstart - VisitReport

Written by Mathias Ott
Updated this week

Using inventory data

Bestandsdaten importieren

Written by Hristina Bebic
Updated this week

How do dependent questions work?

Wie funktionieren abhängige Fragen?

Written by Mathias Ott
Updated over a week ago

How do I install the VisitReport app

Wie installiere ich die VisitReport-App?

Written by Mathias Ott
Updated this week

View drafts in the VisitReport app

Entwürfe in der VisitReport App anschauen

Written by Mathias Ott
Updated this week

How can I start a new visitor report in the app?

Wie kann ich einen neuen Besuchsbericht in der App starten?

Written by Hristina Bebic
Updated over a week ago

Which types of attachments are supported in the VisitReport app?

Welche Arten von Anhängen werden in der VisitReport-App unterstützt?

Written by Hristina Bebic
Updated over a week ago

Can I add multiple contacts to a single visitor report in the app?

Kann ich mehrere Kontakte zu einem Besuchsbericht in der App hinzufügen?

Written by Hristina Bebic
Updated this week

Does the VisitReport app works without an internet connection?

Funktioniert die VisitReport-App auch ohne Internetverbindung?

Written by Hristina Bebic
Updated over a week ago

VisitReport - Export reminder

VisitReport - Export-Erinnerung

Written by Hristina Bebic
Updated over a week ago

How do I export the visitor reports from the VisitReport app?

Wie exportiere ich die Besuchsberichte aus der VisitReport-App?

Written by Hristina Bebic
Updated this week

VisitReport Read-Only mode

VisitReport Read-Only mode

Written by Jack Middlemiss
Updated this week

Delete all questionnaires in the app

Alle Fragebögen in der App löschen

Written by Hristina Bebic
Updated over a week ago

How to create a new template in VisitReport

Wie erstelle ich eine Vorlage in VisitReport?

Written by Hristina Bebic
Updated over a week ago

How to archive, duplicate or delete a template?

Wie archiviert, dupliziert oder löscht man eine Vorlage?

Written by Hristina Bebic
Updated over a week ago

How can I configure the mandatory contact fields for the VisitReport app?

Wie kann ich die Kontakt-Pflichtfelder für die VisitReport-App konfigurieren?

Written by Hristina Bebic
Updated over a week ago

Team coordination

Teamkoordination

Written by Hristina Bebic
Updated over a week ago

Status of a template - Draft / Final

Status einer Vorlage - Entwurf / Final

Written by Hristina Bebic
Updated this week

How can I create a Master Template?

Wie kann ich eine Master-Vorlage erstellen?

Written by Hristina Bebic
Updated over a week ago

Types of questions in VisitReport

Fragetypen in VisitReport

Written by Hristina Bebic
Updated over a week ago

Creating and exporting of a Signature Field

Signaturfeld hinzufügen und exportieren

Written by Hristina Bebic
Updated over a week ago

Move questions in VisitReport

Fragen in VisitReport verschieben

Written by Hristina Bebic
Updated over a week ago

Excel template for importing answer options

Excel Vorlage für den Import von Antwortoptionen

Written by Mathias Ott
Updated over a week ago

What is an suggested question?

Was ist eine wichtige Frage?

Written by Hristina Bebic
Updated over a week ago

What is the option "Prevent exports without contact" for?

Was bewirkt die Option "Export ohne Kontakt verhindern"

Written by Hristina Bebic
Updated over a week ago

How can I limit the availability of the templates in the VisitReport app?

Wie kann ich die Verfügbarkeit der Vorlagen in der App begrenzen?

Written by Hristina Bebic
Updated over a week ago

Usage of Record-ID in the Inventory Data

Nutzung der Datensatz-ID für Bestandskunden

Written by Mathias Ott
Updated over a week ago

Add custom fields in inventory data

Wie man benutzerdefinierten Feldern zu den Bestandsdaten hinzufügt

Written by Jack Middlemiss
Updated over a week ago

How can I export reports to my CRM system? ★

Wie exportiere ich Reports in mein CRM-System? ★

Written by Hristina Bebic
Updated this week

How to export a report to your CRM system via snapADDY dashboard

Wie exportieren Sie einen Bericht über das snapADDY Dashboard in Ihr CRM-System?

Written by Hristina Bebic
Updated over a week ago

What is the snapADDY Helper and why do I need it?

Was ist der snapADDY VisitReport Helper und warum wird es benötigt?

Written by Hristina Bebic
Updated this week

How can I check the data quality of the business cards in the backend?

Wie kann ich die Datenqualität der Visitenkarten im Backend überprüfen?

Written by Hristina Bebic
Updated over a week ago

How to use filters in the Reports Dashboard

Wie man Filter im Reports Dashboard verwendet

Written by Jack Middlemiss
Updated over a week ago

Where can I find the analytics of the exported reports?

Wo kann ich die Auswertungen von den exportierten Reports ansehen?

Written by Hristina Bebic
Updated over a week ago

VisitReport Webhook API

Written by Hristina Bebic
Updated over a week ago

CRM System Integration (CRM Mapping) - what information is required?

CRM Systemintegration (CRM Mapping) - welche Angaben werden benötigt? [dt. Version weiter unten ⬇]

Written by Marcus Klapprodt
Updated over a week ago

Can I create and customize my CRM mapping myself? (snapADDY VisitReport)

Kann ich mein CRM-Mapping selbst erstellen und anpassen? (snapADDY VisitReport)

Written by Hristina Bebic
Updated over a week ago

How can I assign a campaign ID to a VisitReport template and where do I find the campaign IDs in my CRM system?

Wie kann ich eine Kampagnen-ID hinterlegen und wo finde ich die Kampagnen-ID in meinem CRM-System?

Written by Hristina Bebic
Updated over a week ago

How to configure the email authentication for sending Follow-up e-mails (SMTP)?

Wie kann ich die E-Mail-Zugangsdaten für den Versand von Dankes-Mails konfigurieren (SMTP)?

Written by Hristina Bebic
Updated over a week ago

How can I create my own template for the Follow-up e-mail?

Wie kann ich die Vorlage für meine individuelle Dankes-Mail erstellen?

Written by Hristina Bebic
Updated over a week ago

Creating a Follow-up e-mail header

Erstellung eines Dankes-Mail Headers

Written by Hristina Bebic
Updated over a week ago

Hubspot Marketing Automation

Hubspot-Marketing-Automatisierung

Written by Hristina Bebic
Updated over a week ago

Where can I find the API key in Hubspot?

Wo finde ich den API-Schlüssel in Hubspot?

Written by Hristina Bebic
Updated over a week ago

Episerver campaign authorization code and mailingID

Episerver Campaign Autorisierungscode und MailingID

Written by Hristina Bebic
Updated over a week ago

Rapidmail API User, API Password and Recipient List Id

Rapidmail API Benutzer, API Passwort und Recipient List Id

Written by Hristina Bebic
Updated over a week ago

Mandrill API key and template name

Mandrill API Key und Vorlagenname

Written by Hristina Bebic
Updated over a week ago

How to use dynamic values from snapADDY in mandrill templates

Wie kann ich dynamische Werte aus snapADDY in Mandrill-Vorlagen verwenden?

Written by Mathias Ott
Updated over a week ago

How can I export the report contacts to my e-mail marketing tool?

Wie exportiere ich die Kontakte aus den Reports an mein E-Mail-Marketing-Tool?

Written by Hristina Bebic
Updated this week