The Contacts that were selected as recipients of a FloQast ReMind Request will receive an email to their inbox. The Subject Line and the Body of the email will be configured based on the Template and/or the customized messaging used when creating the ReQuest. A Recipient can respond to a FloQast ReMind request in three easy steps:
1. Receive email with Request Details and Attachment
The email will be delivered as a service of FloQast ReMind, and the sender will appear as: Requester Name via FloQast ReMind
In the example below, Troy has submitted a Request through FloQast ReMind. Alex was one of the Contacts chosen as a recipient of this data request. Therefore Alex received an email from "Troy via FloQast ReMind."
Information about Sales Commissions is being requested on an Excel Spreadsheet that the Requester has included. This spreadsheet will be an attachment to the email.
2. Supply requested information within Excel workbook
As a recipient, you can simply download the attached Excel file to your local computer and enter the appropriate information. When you are finished, the Excel file can be saved anywhere (it can remain in the downloads folder, on the desktop, etc.) since it will be uploaded as an email attachment in the next step.
3. Reply with completed Excel workbook attached
The completed Excel workbook should be attached to an email that is a direct reply to the original message. Replying with your attachment will send the completed file back to the FloQast ReMind app and ultimately tabulate the results for the Requester into a single report.
If you have nothing to report, then there is no need to reply with a blank/empty Excel workbook. Instead, you may reply with "None" or "N/A" in the body of the email.
NOTE: Other text entered in the body of the message may or may not be sent back to the Requester. By default, only the data entered in the Excel attachment will be returned. The Request originator has the option to enabled Response Forwarding. If enabled, they will also receive a copy of your reply including any text from the body of the email.
