How do I send a follow-up e-mail to the captured contacts?

Prerequisites

Before a follow-up e-mail can be sent, make sure that:

• An SMTP mail server is configured in the organization settings.
• At least one follow-up e-mail variant exists for the event.
• Sending is enabled for the event (see next section).

Enable sending for the event

If sending is not yet enabled, the event shows the note „Sending follow-up emails is disabled“ under Follow-up emails.

1. In the event, open Follow-up emails in the left-hand menu.
2. Click Enable in the top right.
3. In the Enable sending follow-up emails dialog, define how emails may be sent from the app. Sending via the dashboard is always allowed.

For sending via the app, three options are available:

• Disabled – Users cannot send follow-up emails from the app.
• Optional – Users decide whether they want to send a follow-up email from the app.
• Mandatory – Reports can only be completed in the app when a follow-up email is sent.

Option 1: Send directly from the VisitReport app

If app sending is set to Optional or Mandatory, the captured contacts can receive a follow-up e-mail directly from the app when a report is completed.

Option 2: Send from the snapAddy Dashboard

The dashboard lets you send follow-up e-mails to several recipients at once:

1. Open the Reports view of the event in the dashboard.
2. Use the checkboxes to select the recipients who should receive a follow-up e-mail.
3. Click Actions at the bottom.
4. Under Mail, select Send follow-up email.

Related articles

• How can I create a variant for the Follow-up e-mail?
• How to connect an outgoing mail server for sending follow up and notification mails (SMTP)?
• How can I add attachments to a follow up- e-mail in the app?
• How can I automatically select follow-up email variants based on questionnaire answers?