Mapping Forms and Fields to Emails

Can my forms be automatically emailed to my customers, clients, vendors, managers, etc?

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.

 
Mapping Properties
Project ID Project Manager
Project 1 [email protected]
Project 2 [email protected]
Project 3 [email protected]
Project 4 [email protected]
Mapping Projects
Building Project Manager
Building 1 [email protected]
Building 2 [email protected]
Building 3 [email protected]
Building 4 [email protected]
 
Mapping Customer ID’s
Customer ID First Name Last Name Customer Email
1001 Amy Smith [email protected]
1002 Bob Smith [email protected]
1003 Jan Doe [email protected]
1004 John Doe [email protected]
1005 Maggie Smith [email protected]
1006 Mike Smith [email protected]
 

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