Surveys - Attach / Upload a File
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Is there a way to add a link that will allow a customer to upload a photo or file when they are filling out a survey? I would love the ability to have it directly go to the Lead as an attachment.
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This isn't possible with surveys, but you could create a quote update form template. This would require multiple steps to set up and the quote update page link can be added to your Thank You email template in the email center.
First you would want to create the Quote Update template under Settings-->Document Center-->Pages.
Create a new page. Make sure to create a new page group or this will not work properly. The page type is "Quote Update"
You can then add the upload file button that will allow customers to attach files to their lead. Please take a look at this article for more information on how to add an attach file button.
Once you have the form created you will want to edit the quote update form url by adding &qid=*leadid*&cid=*contact_id* after your page group name.
It should look something like this:
https://rental.software/quotes/quoteme.php?name=your_page_template_name_here&qid=*leadid*&cid=*contact_id*
Next, you can take the link you have created above and add to your email template in the email center.
If this will work for you, we can help create the page template and link. Just let us know if you have any questions.
This isn't possible with surveys, but you could create a quote update form template. This would require multiple steps to set up and the quote update page link can be added to your Thank You email template in the email center.
First you would want to create the Quote Update template under Settings-->Document Center-->Pages.
Create a new page. Make sure to create a new page group or this will not work properly. The page type is "Quote Update"
You can then add the upload file button that will allow customers to attach files to their lead. Please take a look at this article for more information on how to add an attach file button.
Once you have the form created you will want to edit the quote update form url by adding &qid=*leadid*&cid=*contact_id* after your page group name.
It should look something like this:
https://rental.software/quotes/quoteme.php?name=your_page_template_name_here&qid=*leadid*&cid=*contact_id*
Next, you can take the link you have created above and add to your email template in the email center.
If this will work for you, we can help create the page template and link. Just let us know if you have any questions.
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