Dispatch Images in Customer Feedback forms

Image questions in Customer Feedback forms enable you to send images to your customers for their review and reference. For example, you can send a photo showing the dimensions of a large delivery vehicle. Your customers can then view the image and confirm that their warehouse can accommodate the delivery vehicle.

This topic describes how to dispatch images in Customer Feedback forms using the Web Portal.

Available as standard on the Enterprise tier and as an add-on to the Advanced tier:

Contents

• Dispatch Images in Customer Feedback forms
  • Example of an image dispatch in a Customer Feedback form
  • Dispatch images in Customer Feedback forms from the Web Portal
    • Prerequisites
    • Limitations
    • Dispatch an image to a Customer Feedback form
  • Related Topics

Example of an image dispatch in a Customer Feedback form

A large freight company sends a Customer Feedback form to new customers. This form asks the customer to confirm their shipping information and to ensure that their warehouse can accommodate a large delivery vehicle.

1. The supervisor prepares a Customer Feedback form to dispatch from the Web Portal. The supervisor enters any information the customer needs, including an image with the dimensions of their tractor trailer.

   

2. The customer opens the form in a web browser. The form contains the information that the supervisor dispatched with the form, including the image of the tractor trailer.

   

   Note:The form designer configured this Customer Feedback form to show the images and other information as read-only. This can be useful when you want customers to review, but not edit, the information.

3. The customer answers any questions in the form, and then submits it when completed.

   Result: The supervisor can access the Form Submission on the Web Portal.

   Info:The topic View Form Submissions in the Web Portal describes how to access all Form Submissions.

Dispatch images in Customer Feedback forms from the Web Portal

Prerequisites

• You must be an Admin user or a user in a group with Can Create FormSpace permissions FormSpace Permissions control the permissions that a user group has in a particular FormSpace. These are primarily used to control the forms (and the state of form) users can access on their mobile devices. Less commonly, FormSpace permissions give non-admin Users some administrative access to a particular FormSpace without giving them full Admin access to all FormSpaces..

• Your TrueContext account must be in the Enterprise tier, or in the Advanced tier with Customer Feedback forms as an add-on.

• You must have a Customer Feedback form with an Image question already configured.

  Info:The topic Create or Edit a Customer Feedback Form describes how to create and add questions to a Customer Feedback form.

Limitations

• You can only dispatch one image per question when you dispatch from the Web Portal. Make sure to configure enough questions to include all necessary images.

• All image files must be 4 MB or smaller.

• You can dispatch up to 20 images or per form.

• The total size of the Form Submission must be 20 MB or less. This includes any images that you dispatch. Consider this when adding images to dispatch with the form.

Dispatch an image to a Customer Feedback form

1. Go to Forms & Integrations > List Forms, and then select the form you want to dispatch.

2. Select DISPATCH.

   Result: The Dispatch The term "dispatch" refers to the act of sending a form to a mobile user or customer. Typically, a dispatched form includes some information pre-filled to give the recipient context for the work to be done. Dispatch can be manual or automated (using a Dispatch Data Destination or the TrueContext REST API). Form page opens.

3. Enter the information that you want to send the customer.

4. For the Image question, select Choose File, and then select the image that you want to send.

5. Select Dispatch.

   Result: The system creates a one-time-use Distribution URL and assigns a reference number to the dispatch.

Related Topics

• Image Questions in Customer Feedback forms

• Dispatch an Image with a Customer Feedback Destination

• Enable Camera Access in Apps and Web Browsers

• Create or Edit a Customer Feedback Form