No matter what kind of information you need, there’s a question type for it in Content Snare. Ask your clients to type in text, upload files or complete tables.
Need a group of information like company directors or a list of products? Tables make it easy. Paste in your existing spreadsheets in a matter of seconds. Lock columns that you already know and ask clients to answer in the remaining columns.
Break your requests down into bite-size chunks, making them less intimidating for clients. Splitting your client questions into pages and sections makes navigation easy and allows your client to work on the most important items first..
Show or hide questions based on your clients previous answers. Create self-selecting workflows for your clients where they are only prompted to upload certain documents if they’ve answered previous questions a certain way.
Asking clients to re-submit or change information takes time. Specify word limits, file sizes, file types and more, to make sure that your client provides the right information the first time
When clients don’t understand the requirements, forms can be difficult to fill out. Add instructions to any question, including images and video where required, so your client knows exactly what they need to provide.
If you already have some of the information you need, prefill those answers so your clients don’t have to fill out unnecessary questions. Ask your clients to simply confirm the information is correct and submit it with their completed request.
If you find halfway through the process that you need to add some questions to the request, it’s easy. Any new questions you create are immediately available for the client to answer.
“Gone are the days of emailing constantly to get the info we need from the client. Now we send one request and wait for the client to complete it before we start work.”
