The short answer is yes.
The purpose of this post is to provide more information on how we link your forms to email addresses. Data mapping is the technical term for connecting sets of data. In our case, we map client forms and fields within their forms to their customer lists, vendor lists, internal contacts, etc. Data mapping allows our clients to use drop down lists and other convenient options to connect their forms with relevant individuals or groups like property owners, project managers, etc. This functionality helps eliminate most of the need for field staff to fill out contact information, unless the contact/customer is new and isn’t in the client’s current database. This functionality also allows forms to be emailed to relevant individuals or groups.
To keep things simple for our clients, we map columns within Excel (or CSV) spreadsheets. The data columns do not have to be adjacent from each other within the database/spreadsheet. This means that clients don’t need to reformat their existing databases or spreadsheets.
Below you will find example data mapping scenarios.
|Project ID||Project Manager|
|Project 1||[email protected]|
|Project 2||[email protected]|
|Project 3||[email protected]|
|Project 4||[email protected]|
|Building 1||[email protected]|
|Building 2||[email protected]|
|Building 3||[email protected]|
|Building 4||[email protected]|
|Customer ID||First Name||Last Name||Customer Email|