■Overview
When a response is submitted to the Yoom form, the information is accumulated in Microsoft Excel, and notifications are sent to chat and email.
With just the form responses, data accumulation, sharing in chat, and thank-you emails are possible.
■Preparation
・Pre-registration (integration) with the apps to be used is required. The following is a reference guide for integration.
※ There may not be a detailed guide for apps that can be integrated simply.
https://intercom.help/yoom/ja/articles/8009267
・Prepare Microsoft Excel to accumulate application information in advance.
■The Microsoft Excel used for accumulation (view-only access. Please copy if you wish to use it.)
■Creation Method
① Select the form trigger, set the following, and save.
・Each question item: Set necessary question items such as name, contact information, address, and prize information for the application form.
・Acquired values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※ For detailed form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select Chatwork from the operations to integrate with the app, and perform the following settings, test, and save.
・Action: Send a message
・Room ID: Click the field and select the room you want to send to from the displayed candidates.
・Message content: Enter any message. You can also embed the values obtained in ① as shown below. (Embed the output)
※ For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528
ーーーーーーーーーーーーーーーーーーー
An application has been received.
----------
・Name: {{お名前}}
・Prize: {{ほしい景品}}
----------
ーーーーーーーーーーーーーーーーーーー
③ Press the + mark, select the operation to send an email, choose any email tool, and perform the following settings and save.
・To: Embed if the address was obtained in ①.
・Subject, Body: Enter each. You can also embed the values obtained in ① as shown below.
・Attachment: Select to use output and choose the issued document as the value.
※ For details on the operation to send an email, please refer here. https://intercom.help/yoom/ja/articles/5462307
ーーーーーーーーーーーーーーーーーーー
{{お名前}} 様
Thank you for applying for the prize.
Your desired prize: {{ほしい景品}}
We will ship it to the address you provided within a week.
※ If there is any mistake in the address below, please reply to this email.
{{送付先のご住所}}
ーーーーーーーーーーーーーーーーーーー
④ Press the + mark, select Microsoft Excel from the operations to manipulate the database, and perform the following settings, test, and save.
・Execution action: Add a record
・File storage location: Select OneDrive or SharePoint where the target Microsoft Excel is stored.
・Drive ID/Site ID: Click the field and select the drive ID for OneDrive or the site ID for SharePoint.
・Item ID: Click the field and select the Microsoft Excel you want to issue a document from the candidates.
・File name (optional): If the item is not displayed in the item ID, enter the file name here and select the item ID again.
・Sheet name: Click the field and select the target sheet from the candidates.
・Table range: Enter the target range including column names. In this example, it is set as A1:F.
・Values of the record to be added: Embed using the output obtained in ① corresponding to the displayed column names.
Also, if there is a column for a sent flag, you can enter a fixed value such as "sent" by manually entering the predetermined text.
※ For details on the operation to manipulate the Microsoft Excel database, please refer here. https://intercom.help/yoom/ja/articles/9003081
■Notes
・Integration with Microsoft services is limited to Microsoft365 online services and can be used with the specified plan by Microsoft.
※ For details, please refer here. https://intercom.help/yoom/ja/articles/8064544
.avif)
.avif)
.avif)
