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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.
Frequently Asked Questions (FAQ)
- Work offline in the VisitReport app
- View draft-events in the VisitReport app
- Which types of attachments are supported in the VisitReport app?
- How to connect to the CRM within the VisitReport?
- Company data search sources
- What are values in VisitReport and how do you use them?
- Have you exported your reports yet? Daily goal and report statistics
- Leaderboard: „The winner exports it all“
Working with the VisitReport app
- 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
- Badge Scan with snapADDY VisitReport
- How can I add attachments to a follow up- e-mail in the app?
- How do I invite users?
- How to enable and use Quick Scan?
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?
Export (CRM, PDF, Excel ...)
- 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?
- How do I use filters for VisitReport event analytics
- How to download reports as Excel, PDF, etc.
Inventory Data
Video instructions
E-Mail Integration
- 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
- How to connect snapADDY VisitReport with an external form?
- Eloqua Integration
- System Integration (Mapping) for your E-mail Marketing Automation tool - what information is required for VisitReport
Meetings
- How can I create resources for meetings?
- How to use VisitReport Meetings for Outlook?
- What are the features of VisitReport Meetings?
- How can I restrict when meetings can take place?
- Which permissions can be configured for meetings?
- How can I create and edit meetings?
- How can I restrict when users can create and edit meetings?