One way to gather data from your colleagues and associates through Request Agent is an Excel Data Request. This type of Request allows you to upload a pre-defined Excel template which will be provided as an attachment to your Contacts. These recipients will open the attachment, input their data, and return the completed template as an attachment. You can use any of our Templates to do this - just pick the option best suited to your specific request!
1) Click on the Create icon to get started.
2) You will land on a page full of Template choices. FloQast has curated some of the most popular types of data requests to help expedite your Request creation process. If you choose one of the named templates, portions of the email will be pre-filled for you in later steps! Don't worry- you can still customize this messaging. Or, you can start totally fresh with a clean email template. Regardless of which option you choose among these choices, you can always use your own Excel file to gather your data.
3) Choose any template by clicking the Use Template button to proceed. For this example, we'll use "Bonus Accruals."
Complete the details of your reminder. For a step-by-step walk through of creating a brand new request, check out the Create Your First Request article.
Once you get to the body of your Initial Message, locate the Excel file that you'd like to use to capture data, or create a new one if you haven't already. There is not a template nor a specific format that your Excel file must be in. You can choose your own format and style, and Request Agent will maintain your style throughout the process, even through the final tabulated export. Here's an example file:
Click the attachment icon to upload your blank template. Your File Explorer/Finder will launch and allow you to select your Excel workbook.
Request Agent will inspect your uploaded Excel file to look for a table. The headers of your table will be recorded and displayed for your review.
If your table was accurately captured, you can hit Finish. If you wish to make revisions to your Excel file and re-upload, you can hit Start Over to re-start the upload process.
Your Request is nearly finished! Complete your Follow-Up Message, give it one last review, then click the Create Request button to officially create your Request using FloQast Request Agent.