Sending your reports by e-mail from a smartphone is one of the strengths of Kizeo Forms! Take advantage of it!
Thanks to its options for sending an e-mail, Kizeo Forms allows you to distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc.
You will save time, the need for call-outs and the responsiveness within your organisation.
After this tutorial, the e-mail options will no longer be a mystery to you!
The e-mail is sent when the user, in web entry or mobile entry, clicks on Save.
You can re-send e-mails automatically from Data > History, by clicking on the icon
The first scrolling menu allows you to choose the e-mail address contained in a field, you must choose a field here in which an e-mail will be entered by the user.
Under the first option, a text area is located, in which you can insert the address or addresses of one or more contacts. These addresses must be separated by commas and without spaces.
For example: [email protected],[email protected],[email protected],[email protected],etc.
At this point, you can also insert the tag or tags or one or more fields. So the address contained in this field after the entry will also be used to send an e-mail. Help on tags.
You can mix fixed e-mail addresses and tags.
TIPS OPTION 1 AND 2 :
It is also possible to send the form to the ‘User that completed the form’, for which you have to check the option. The e-mail address taken into account is that which you have saved in the user form (in the Configuration menu, Users tab).
The format or formats for sending the e-mail must be checked:
You can edit the subject and a fixed message by writing your text in the Subject and Message areas of the e-mail.
And you have the possibility of configuring (and therefore customizing) this information with dynamic tags, see Tag Help.
Note: You can insert your photos directly into the message of the e-mail by inserting the tags for your photo fields. On the other hand, you cannot insert tags corresponding to a drawing or an audio file.
Here is a preview of the e-mail received by our contact Jack Torrence :
You can attach a PDF file to your e-mail.
This document will appear as an attachment to all e-mails sent and will only be visible to the person that will receive the e-mail. The user of the application does not see this document when entering.
Note : This function is only available after you have saved your form at least once!
Do not hesitate to comment on this article!
All your questions, comments and suggestions are most welcome!