What you have to do for it? Before you create a new view, you should
You can of course make subsequent changes to the questionnaire and the declarations of consent as well as to your documents at any time.
Step 1: Open the tab Views
You receive an overview of views that have already been created and can edit them further or create a new view
Step 2: Create a new view
Click on +create new view in the top right corner to create a new trade fair/event/congress. (Optionally, you also have the possibility to create a template via +create new template. This will not be displayed in the app).
Start by entering the name of your next event under Title.
Then choose the appropriate questionnaire under select lead form (click on the small arrow to open the selection field).
Step 3: Select background image
Select the desired background image of the app by clicking on it. All images uploaded under Documents (.jpg, .png) are automatically displayed here for selection.
For your background image to look its best, it should be visible to the iPhone/iPad.
Step 4: Create folder structure
Open the Menu tab to create a folder structure.
Then select +Add Folder to create a folder.
Enter your desired folder name, the desired position in the app and then confirm with Submit.
Step 5: Insert documents and videos
To fill the desired folder with documents, click on the three dots on the right side and then select Add Files.
(You also have the option of creating further subfolders, renaming or deleting the folders).
Select the appropriate documents by ticking the checkbox and then click Submit to add the documents.
Step 6: Create Email Template
Open the tab Email Template to design your Follow Up Emails.
Start with the default language. To open the input menu, simply click on Default. Enter an email subject and an email body. (This email will be sent by default if no translation has been created for the customer's country of origin. We recommend to use English for this).
To ensure that your emails are individually adapted to the customer, we have prepared various individualisation markers for you.
Placeholder to send documents
DOCUMENT-LIST(Please type your text here)(<ul><li>)(<ul><li>)(<li>)(<li>)(</ul>)
Important! To send documents, this placeholder MUST be set.
Customer-specific placeholders
CONTACT-NAME - The contact's first and last name
CONTACT-FIRSTNAME - The contact's first name
CONTACT-LASTNAME The contact's last name
CONTACT-ACADEMIC-TITLE - The contact's academic title
IF-GENDER-IS-MALE(TEXT1)ELSE(TEXT2) - Insert a salutation
Sender-specific placeholders
CONVERSATION-GUIDE-EMAIL-ADDRESS - The sender's email adress
CONVERSATION-GUIDE-FULLNAME - The sender's first and last name
CONVERSATION-GUIDE-SIGNATURE - The sender's signature
CONVERSATION-GUIDE-JOB-POSITON - The sender's job position CONVERSATION-GUIDE-PHONE - The sender's phone number
These placeholders are exemplary. We will be happy to assist you in setting up the perfect Follow Up Emails.
With +Add Translations you can create as many translations for your emails as you like. The follow up email will then automatically adapt to the country of origin of the contact you have created.
Under the blue highlighted here you'll find a overview about the placeholders.
Select the desired language and confirm with Submit. Then enter the email subject and text again and add further translations if required.
Your view is now completely set up! Please check all settings again in the app.