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snapADDY Knowledge Base

snapADDY VisitReport

snapADDY VisitReport

No matter if it is a new- or a current customer: Create customized questionnaires and capture visit reports on the go with the app.

How to create a report in the VisitReport app?

Share your colleagues' digital business cards

Frequently Asked Questions (FAQ)

What are values in VisitReport and how do you use them?

How to connect to the CRM within the VisitReport?

Work offline in the VisitReport app

View draft-events in the VisitReport app

Which types of attachments are supported in the VisitReport app?

Company data search sources

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Working with the VisitReport app

Badge Scan with snapADDY VisitReport

How to enter a contact for a new visitor report in the app?

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

How do I connect LinkedIn to the VisitReport app?

E-mail validator in the VisitReport app

How to export reports from the VisitReport app?

VisitReport - Export reminder

How can I operate the media library in the VisitReport app

How can I start a report with contact data from my CRM system?

VisitReport Read-Only mode

Delete all questionnaires in the app

How can I add attachments to a follow up- e-mail in the app?

How do I invite users?

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Working within the VisitReport Dashboard

Updates for VisitReport Dashboard (Aug 2022)

How to restrict the Event visibility to defined users and/or guests?

How can I set up a screensaver for the terminal device?

Excel template for importing answer options

How do I archive, duplicate or delete an event?

How can I create a Master Event?

Subquestions in the VisitReport

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

Types of questions in VisitReport

Create and export a signature field

How to create a new event in VisitReport

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

Team coordination

How to set a media library folder for a specific questionnaire

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

Suggested question vs. Required question

Move questions in the VisitReport questionnaire

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

Which file formats are supported in the VisitReport media library?

Where can I upload the files to the media library?

Status of an Event - Draft vs. Live

VisitReport Dashboard - Guide

How do I create dependent questions?

Grant event managers permission to invite reporters

How can I add attachments to a question?

VisitReport: Info center

How can Event Managers invite more reporters?

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Export (CRM, PDF, Excel ...)

How do I use filters for VisitReport event analytics

How to download reports as Excel, PDF, etc.

How can I check the quality of a business card in the backend?

How to use filters in the Reports Dashboard

Where can I find the analytics of the exported reports?

How can I export reports to my CRM system?

VisitReport Webhook API

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

How do I export to a form?

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Inventory Data

Using inventory data

ID from Inventory Data is not displayed

Usage of Record-ID in the Inventory Data

Add custom fields in inventory data

E-Mail Integration

System Integration (Mapping) for your E-mail Marketing Automation tool - what information is required for VisitReport

How to connect snapADDY VisitReport with an external form?

Connecting outgoing email servers via SMTP

How to connect an outgoing mail server for sending follow up and notification mails (SMTP)?

Hubspot Marketing Automation

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

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

How can I create a variant for the Follow-up e-mail?

Creating a Follow-up e-mail header

How do I create a private access token in HubSpot?

Mandrill API key and template name

How to use dynamic values from snapADDY in mandrill templates

How to send a follow-up e-mail

Rapidmail API User, API Password and Recipient List Id

Optimizely campaign authorization code and mailingID

Marketo Integration

Account Engagement (Pardot) Integration

Eloqua Integration

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Meetings

Which permissions can be configured for meetings?

How can I create resources for meetings?

What are the features of VisitReport Meetings?

How can I restrict when meetings can take place?

How can I create and edit meetings?

How can I restrict when users can create and edit meetings?

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VisitReport Quick Tipps

How to set up an SMTP server

Use LinkedIn instead of a badge scan