Automatically sending your customized reports by email
Send reports by email from your smartphone with Kizeo Forms! Gets started now!
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 and/or Transfer and/or when you modify a data.
You can re-send e-mails automatically from Data > History, by clicking on the icon
In order to organize the email, Kizeo gives you the possibility to create sending template. That is to say, for example:
These templates can be based on Customizable user fields, depending on the selection of an item in a list, a checkbox, the amount of an order, … you decide!
This tab allows you to rename your email template, configure the reply address, send conditions and filters.
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All your questions, comments and suggestions are most welcome!