In the snapAddy VisitReport app you can attach individual files (for example logos, brochures or data sheets) to a follow-up email before the report is sent. This requires the desired files to be stored in the media library and the follow-up email to be enabled for the report.
What does the starting point without an attachment look like?
Without an attachment set, the follow-up email settings show a note under Attachments that no attachments have been added to the follow-up email. To get there, open the report and go to the follow-up email settings.
How do I add an attachment from the media library?
You add an attachment by opening the file in the media library and attaching it to the current report via the context menu. Proceed as follows:
- Tap Media in the bottom navigation bar to open the media library.
- Navigate to the desired folder (in the example Logos) and tap the three-dot menu in the top right corner of the file you want.
- Select Attach file to current report from the menu.
How do I know the attachment is set?
The attachment is set as soon as it appears in the follow-up email settings under Attachments with the label Manually added. When the report is completed, the attachment is then automatically sent with the follow-up email to the recipient.
Note: Alternatively, in the follow-up email settings you can tap + Add attachments directly in the Attachments section and select the desired file from the media library. This lets you make sure, in just a few steps, that your contacts receive exactly the right materials after a trade show or meeting.
Which questions commonly come up next?
Which types of attachments are supported in the VisitReport app?
The VisitReport app supports several file formats as attachments. For the details, see the article on supported attachment types Which types of attachments are supported in the VisitReport app?.
How do I use the media library in the VisitReport app?
The media library manages the files you can use as attachments. Its operation is explained in the media library article How do I use the media library in the VisitReport app?.
How can I disable the default note and attachments in the VisitReport app?
Attachments and the default note can be disabled when needed. The procedure is described in the disable note and attachments article Can I disable the standard note and the attachments in the VisitReport app?.
If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.