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 Hristina Bebic
Updated over a week ago

How do dependent questions work?

Wie funktionieren abhängige Fragen?

Written by Hristina Bebic
Updated over a week ago

Using inventory data

Bestandsdaten importieren

Written by Hristina Bebic
Updated over a week ago

How do I install the VisitReport app

Wie installiere ich die VisitReport-App?

Written by Mathias Ott
Updated over a week ago

View drafts in the VisitReport app

Entwürfe in der VisitReport App anschauen

Written by Mathias Ott
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?

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 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?

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?

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?

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

Appointments in the VisitReport app

Termine in der VisitReport-App

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 over a week ago

VisitReport Read-Only mode

VisitReport Read-Only mode

Written by Jack Middlemiss
Updated over a week ago

Delete all questionnaires in the app

Alle Fragebögen in der App löschen

Written by Hristina Bebic
Updated over a week ago

Where can I upload the files to the media library?

Wo kann ich die Dateien in die Mediathek hochladen?

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

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?

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 over a week ago

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

Nested questions in the VisitReport

Verschachtelte Fragen in dem VisitReport

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

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?

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

Creating a report in the VisitReport app via deeplinks

Erstellen eines Berichts in der VisitReport-App über Deeplinks

Written by Hristina Bebic
Updated over a week ago

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

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? ★

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?

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 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?

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

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?

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 send a follow-up e-mail

Wie kann ich die Dankes-Mail versenden

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 over a week ago