Introducing Our Latest Feature: Create a Personalized Summary

Introducing Our Latest Feature: Create a Personalized Summary

SnapApp’s latest feature allows you to create a personalized PDF that summarizes the visitor’s interaction with your SnapApp for every completion.

You can then let the user download it right from the page and/or send it with their lead and engagement data. Including it with their lead data lets you do some powerful marketing, such as emailing it to them later or arming your sales team with the information gathered for a more informed follow-up.

To see it in action, check out this SnapApp:

Love it? Anxious to get started? Here is some more information to questions you may have:

What content can I include?

You can add a header and/or footer, each which can include a custom image, custom text, or a preconfigured date or page number.

Text boxes and images can be added as many times as you want, in any order. We also support Smart Text, which will allow you to reference content a visitor provided, such as their first name.

As for results, you can include the one they received for Assessments/Calculators, their score from a Trivia quiz, and answer explanations for any of the question content types.

What formatting is allowed?

You can upload a cover sheet to include in the PDF, as well as customize the background color or image for all other pages. We provide a template in the product to ensure you’re sizing everything correctly.

All text can be formatted for font type, size, and color. You can also bold, italicize, underline, and choose its alignment.  Images can be manually adjusted in size.

While the header and footer are locked to their respective positions, you can arrange the other content in any order.

How can I get started?

First, contact your Customer Success Manager about activating it for your account.  Then, look over our Knowledge Base article that dives into the specifics on how to set one up for your next SnapApp.

If you have any questions or feedback on this latest feature, we always want to hear it!

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