snapADDY VisitReport

snapADDY VisitReport

Mathias Ott avatar Hristina Bebic avatar Jack Middlemiss avatar +2
63 articles in this collection
Written by Mathias Ott, Hristina Bebic, Jack Middlemiss and 2 others
VistiReport app - First steps

How do I install the VisitReport app

Wie installiere ich die VisitReport-App?
Leon Bieber avatar
Written by Leon Bieber
Updated over a week ago

View drafts in the VisitReport app

Entwürfe in der VisitReport App anschauen
Leon Bieber avatar
Written by Leon Bieber
Updated over a week ago

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

Wie kann ich einen neuen Besuchsbericht in der App starten?
Hristina Bebic avatar
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How can I start a report with an inventory data from my CRM system

Wie kann ich einen Report mit einem Bestandsdatensatz aus meinem CRM-System starten?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How can I operate the media library in the VisitReport app

Wie kann ich die Mediathek in der VisitReport-App bedienen?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Does the VisitReport app works without an internet connection?

Funktioniert die VisitReport-App auch ohne Internetverbindung?
Hristina Bebic avatar
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Appointments in the VisitReport app

Termine in der VisitReport-App
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

VisitReport - Export reminder

VisitReport - Export-Erinnerung
Hristina Bebic avatar
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
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

VisitReport Read-Only mode

VisitReport Read-Only mode
Jack Middlemiss avatar
Written by Jack Middlemiss
Updated over a week ago

Delete all questionnaires in the app

Alle Fragebögen in der App löschen
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago
Create and edit templates

Where can I upload the files to the media library?

Wo kann ich die Dateien in die Mediathek hochladen?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How to set a media library folder for a specific questionnaire

So legen Sie einen Mediatheksordner für einen bestimmten Fragebogen fest
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Which file formats are supported in the VisitReport media library?

Welche Dateiformate sind in der VisitReport-Mediathek unterstützt?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How to create a new template in VisitReport

Wie erstelle ich eine Vorlage in VisitReport?
Hristina Bebic avatar
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?
Leon Bieber avatar
Written by Leon Bieber
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Team coordination

Teamkoordination
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Status of a template - Draft / Final

Status einer Vorlage - Entwurf / Final
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How can I create a Master Template?

Wie kann ich eine Master-Vorlage erstellen?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Types of questions in VisitReport

Fragetypen in VisitReport
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Creating and exporting of a Signature Field

Signaturfeld hinzufügen und exportieren
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Nested questions in the VisitReport

Verschachtelte Fragen in dem VisitReport
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Move questions in VisitReport

Fragen in VisitReport verschieben
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Excel template for importing answer options

Excel Vorlage für den Import von Antwortoptionen
Mathias Ott avatar
Written by Mathias Ott
Updated over a week ago

What is an suggested question?

Was ist eine wichtige Frage?
Hristina Bebic avatar
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"
Hristina Bebic avatar
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Can I disable the standard note and the attachments in the VisitReport app?

Kann ich die Standardnotiz und die Anhänge in der VisitReport-App deaktivieren?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago
Export

How can I export the visitor reports from the VisitReport app to the CRM system

Wie exportiere ich die Besuchsberichte aus der VisitReport-App in mein CRM-System
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How can I export reports to my CRM system? ★

Wie exportiere ich Reports in mein CRM-System? ★
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

What is the snapADDY Helper and how to install it?

Was ist der snapADDY VisitReport Helper und warum wird es benötigt?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

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

Wie kann ich die Datenqualität der Visitenkarten im Backend überprüfen?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How to use filters in the Reports Dashboard

Wie man Filter im Reports Dashboard verwendet
Jack Middlemiss avatar
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

How to set up the automatic export for the reports in the VisitReport app

Wie kann ich den automatischen Export für die Berichte in der VisitReport-App einstellen?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

VisitReport Webhook API

Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago
E-Mail Integrations

Basic HTML codes

Grundlegende HTML Codes
Leon Bieber avatar
Written by Leon Bieber
Updated over a week ago

How to send a follow-up e-mail

Wie kann ich die Dankes-Mail versenden
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

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

Wie kann ich die E-Mail-Zugangsdaten für den Versand von Dankes- und Benachrichtigungsmails konfigurieren (SMTP)?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Creation of the Follow-up E-mail in HTML format

Erstellung der Follow-up-E-Mail im HTML-Format
Leon Bieber avatar
Written by Leon Bieber
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Creating a Follow-up e-mail header

Erstellung eines Dankes-Mail Headers
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Hubspot Marketing Automation

Hubspot-Marketing-Automatisierung
Hristina Bebic avatar
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Episerver campaign authorization code and mailingID

Episerver Campaign Autorisierungscode und MailingID
Hristina Bebic avatar
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
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago

Mandrill API key and template name

Mandrill API Key und Vorlagenname
Hristina Bebic avatar
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?
Mathias Ott avatar
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?
Hristina Bebic avatar
Written by Hristina Bebic
Updated over a week ago