I need to automate the process of collecting information from multiple clients via email and having them stored in a SharePoint list. I was thinking of using SharePoint forms and having it embedded in emails targeting a specific group of clients. And once the data has been filled in, they will be stored in a SharePoint list.
I am looking for customizable methods that doesn't involve much coding or atleast not the complicated type.
Appreciate it if anyone can point me in the right direction.
interesting case, but not too much details.
In general what I would do is:
Create a list, create infopath form or custom webpart or even ootb form - to add item.
Send the link via email to the users with the link to add item form (see above). The user will open form, fill the data submit, done.
#user3345643 - provide more detail to discuss solution in details.
Related
I would like to have inside a form, the Activity panel of a related record, in particular for being able to create and modify the appointments of a lead that is related to the current record. I haven't found an out-of-the-box possibility to do this (for example a quick view form), or an external addon. But I want to try to ask: is it possible, or I need to develop a web resource, if this is worth it?
I have a Lotus Notes database design that I'm working on in which a user will request a data change that requires manager approval.
My concept is to automatically email the relevant manager with the details of the request using the NotesDocument.Send(True) to attach the form. This form displays the relevant information and has two buttons, to either approve or refuse the request without having to open the original document in the front-end. This is all fine and doesn't present any problems.
However, I've recently been told that the users will soon be switching to Outlook. Is there a way of doing the same. The users will still be using Notes for all our bespoke systems, just not for mail or calendar, so I can potentially add links to the document.
One thought I had was to supply two links to the document, with different parent views, and then have the QueryOpen code use NotesDocument.ParentView to ascertain what action to take. The downside to this is that the UI focus will switch to Notes.
Any other suggestions, such as links/buttons that will email back to a mail-in database with a subject like "REF 0012345 APPROVE" or "REF 0012345 REFUSE"? Can that be written in a Notes email doc to go to outlook?
You can create an HTML email including two (or more) buttons. On click you call an agent by Url and have the action and the target as parameter.
Look for the following command in the designer help:
?OpenAgent
For sure the http task has to run on the domino server.
Best
Thilo
I'd go with the approach of two links going to an agent, with one link ending in ?OpenAgent&Approve&Ref=xxxxxxxx and the other ending in ?OpenAgent&Refuse&Ref=yyyyyyy.
Here's why...
I'm not saying this will happen in your organization, but in a lot of organizations the move to Outlook for email has been the prelude to reducing the number of Notes clients that are installed. The Domino servers live on for years, but there are fewer and fewer clients. It gets to the point where it is only installed for users who need the client for business-critical applications. As time goes on, fewer and fewer people have Notes clients and eventually, the question will come up about why all managers need to have the Notes client. Since you're designing this now, you might as well take that into consideration and provide for the day when most managers will not necessarily need a Notes client.
I've just discovered that you can make custom forms in Outlook 2013. Now, we currently use two calendar apps, one which is very specific to our business needs and the other is Outlook 2013 (Office365). We currently sync some events, but not all, since the extra events don't have any place in Outlook as they'd be missing a tonne of relevant data, or it just wouldn't be readable.
Is it possible to "embed" this data in the content of a custom form, then read this using VBScript/some other method? If we could do this, then it would make the readability of the bespoke events in our business calendar a lot easier. I cannot find anything on this online (probably because I don't know exactly what to search for). I do not need the outlook version to update the business calendar.
For example, data might look like this
{"primaryGroup":"01-XUA-AL","eventName":"Customer Request 192"}
Outlook custom forms is a relatively old technology. I'd recommend using the Outlook form regions for customizing the UI. See Creating Outlook Form Regions for more information.
You may embed a custom information into user properties. They are preserved if the corresponding properties are defined on the recipient Inbox. See Changes to custom properties in Outlook for more information.
I'm running an e-commerce website and I send my customers regular newsletters.
I'm using nopcommerce v2.40.
I just see who all are subscribed. I want to develop a detailed newsletter management system, something like MailChimp.
I want a report on how many users actually clicked on the link that I sent them via e-mail.
Can anyone tell me how to do that??
This is a pretty generalized question but I'm new at this and I have no idea how to do it.
Thank you !
You can do this sort of thing quite simply with Google Analytics.
Here are some links worth looking at.
Google Analytics Email Tracking
Setting up campaign tracking in Google Analytics
Simple,
in your email newsletter add params you need to collect.
Example
click to view
Everytime someone would click on the above link, they would be taken to your default controller that collects clicks and other parameters you want. You would then save that data and redirect to an actual page you want them to see via "redirect" parameter provided in the url.
How to let visitors of the website provide their email ids, optionally, for further future communication with them. Its not specifically a newsletter subscription or anything (but could as well be) but just a polite pop-up on visiting a page, asking them to provide their email address, if they wish to be contacted sometime in future.
this is to run on a Joomla based website.
just a simple form (can be a pop-up) that asks for user email ids and then stores it in the database.
Not a Mailing List subscription or anything like it (so no auto-responder subscription needed)
Thanks
This should be very easy for the people that know !
I don't think there is a ready-made extension available for this, but there are some extensions that you can use as examples to put together something yourself. You could look at newsletter subscription components and modules to see how they make a form for receiving a name and email address, and how they save it to the database. You could also look into extensions that use Squeezebox, the built-in Lightbox look-alike, or you could check one of the login modules that popup.
However, I think you would be ready most quickly if you would just install a newsletter component, change the text of the subscription module (and possibly corresponding changes to front-end component output), and then you simply don't send newsletters. In this way you would start building a database table with names and email adresses as you seem to want.
I beleive sm2email can do it:
http://sm2extensions.com/content/view/143/105/