Features, Tips & Tricks - TigerSheet - Custom Software for Business

ways-to-break-email-addiction-using-Tigersheet

4 Ways to break your team’s Email addiction. Yes! It’s possible with Tigersheet

Email has certainly changed how people communicate all over the world. However, it’s a notorious productivity killer.

Excessive email is not only a time suck; it can result in lost or outdated information, crossed wires, and duplicative effort.

The email has certainly changed how people communicate all over the world. However, it’s a notorious productivity killer. Excessive email is not only a time suck; it can result in lost or outdated information, crossed wires, and duplicative effort.

Moving your team away from email doesn’t mean you can’t capture and share exciting ideas, no matter where you are when inspiration strikes. With Tigersheet, you can explore at least four alternate ways to collaborate with your team without making them feel chained to their inboxes.

We’ve laid out some simple steps to help you ditch this broken, outdated system of communication and switch to something better—a centralized platform that combines the communication and data you’re communicating about in one place.

Brainstorm in the sheet

Most teams schedule time for face-to-face brainstorming sessions. One team member might take notes for the group, recording in their notebook or a shared, online document. While this technique might seem dependable, it can be a pain for the document owner to consistently loop in the right people.

Tigersheet empowers teams to collect, organize, and transition these ideas into actionable plans. Sheets are incredibly flexible and let you attach reference documents and images directly to rows. In addition, Tigersheet integrates with Gmail so you can always access your saved drafts, attachments, or templates on the go.

Once your team agrees on the plan of action and finalizes deadlines (with start and end dates), anyone with access can easily track progress through standard views, pivot view, Kanban report?card view, or timeline.

Document, Share or Update on the Go Through Mobile App

With Tigersheet forms, it’s easier for individuals to contribute ideas as they occur from their mobile devices using the Tigersheet mobile app. Forms can be customized and formatted to meet the needs of your project, and once submitted new information automatically populates in the sheet.

With all these options, your teams can combine brainstorming with productivity — and improve internal visibility amongst team members, stakeholders, and managers — into the decision-making process.

Parse that email to an Auto-Updating Sheet

Reducing email overwhelm can seem inevitable if a part of your business relies on data that you receive by email. For example, leads from a lead owner, product inquiries from prospective customers, order confirmations from your online shops, sales stats…and a lot more… And you need to copy this imported data from Email to your database or Excel?

If such is the scenario, how do you convert data trapped inside those emails to an easy handle format like an Excel sheet? Well, we don’t want you to struggle with a tedious copy & paste manual routine anymore.

Ever heard of email parsers? You teach these programs how to recognize patterns in your emails, tell them what data is actually important and that everything else can be ignored, and then have them save only the important stuff.

Tigersheet can parse incoming emails for key information and import this email data into an auto-updating sheet. Yes, another super useful reason to stop sticking to your inboxes and say goodbye to heavily dependent email communication!

Make comments visible, traceable- Conversations in Tigersheet

Email overload can hinder innovation, making it tough to locate and compare ideas. With so much going on in a team’s day-to-day activities, it’s taxing for team leaders to remember who contributed what and nest relevant comments under the right topics. Finding the information, you need is like playing detective, which wastes the time you could use to develop and nurture the next steps in an important project.

If a marketing team member has a great recommendation for an email campaign, how do you capture and organize all ideas around that topic using email? With Tigersheet, collaborators can comment directly on a corresponding row in their sheet.

Team members can dive into the sheet and read the latest comments as they correlate to specific tasks or activities. All it takes is for the sheet owner to create a comment and ‘mention’ the designated user with an @ symbol and an automated notification is send as an alert to the person at his email.

For example: Here’s a comment targeted to a user @XYZ who is a team member in the organization.

@XYZ: Please look into the lead’s appointment scheduled post 20^th October 2020 and update them in your logs.

Automate to avoid writing emails

Automating repetitive actions gives teams more time to focus on tasks that have a higher business value. Using Tigersheet, employees can automate update requests, approval requests, reminders, and notifications. Setting up automated actions means teams won’t have to manually send out follow-up emails to task owners.

Teams that have replaced email communication with an app built on Tigersheet can respond to updates and approval requests directly through the app, freeing them from needing to follow up via email.

Tigersheet helps teams realize their great ideas and move them along to make a lasting impact. We all know that ideas can be gone in a flash, so it’s important for your team to capture them before they disappear.

If you’re ready to test it out, sign up for a free trial of Tigersheet, absolutely free no strings attached! You can start building your own enterprise apps for desktop and mobile using one of our templates or start from scratch with Tigersheets drag-and-drop interface.

October 3, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

TigerSheet Tips - How to Become Advanced TigerSheet User

New to Tigersheet? Worry Not! 5 tips to take you from novice to advanced user. (Part-2)

Hello…Welcome back to Tigersheet!

In the last part, we saw 5 super cool features that can help you leverage the most out of Tigersheet platform. In this post, we will look at the next set of features that users can greatly benefit from while they are embarking on a journey with Tigersheet.

Besides, these too you can always refer to our Tigersheet Knowledgebase (the help center), read our help blogs, or watch YouTube videos for free. In case of queries, help or any issue don’t think a second but ping us at Tigersheet support and we are here to help!

Benefit from Triggers in Tigersheet- Create Powerful Workflow Applications in a jiffy!

Triggers are one of the most vital automation tools inside Tigersheet that take away all the hassle out of tracking your work, managing your client and employee relationships, and tracking your time.

Our smart triggers run in the background – shooting off emails, tasks, status changes, and a lot more- so that you can focus on the work that matters leaving Tigersheet to handle the rest! The best part, these can be defined across nearly all your workflows (Sales, Requests, Approvals, Invoices, Companies, and Even Contacts).

IT’S ALL ABOUT TIMING. A Wrong Message sent at an inappropriate time is as powerful as a bad punchline!

With Tigersheet in place, send the perfect message at the perfect time. You can use event-triggered messages to send to customers that are actively reading your email messages or to re-engage users after a set period of time. You can use event-triggered messages as a way to thank someone for visiting your website or for making a purchase on your website. Event-triggered messages can be set up based on any user activity such as email opens or clicks and more specifically, based on which links the user has clicked on.

Here’s a screencast video that shows how you can use the ‘send email’ trigger in Tigersheet.

Convert data trapped inside those emails to an easy handle format like an Excel sheet! Parse Email to Sheet!

Does a part of your business rely on data that you receive by email? For example, leads from a lead owner, product inquiries from prospective customers, order confirmations from your online shops, sales stats…and a lot more… And you need to copy this imported data from Email to your database or Excel?

If such is the scenario, how do you convert data trapped inside those emails to an easy handle format like an Excel sheet? Well, we don’t want you to struggle with a tedious copy & paste manual routine anymore.

Ever heard of email parsers? You teach these programs how to recognize patterns in your emails, tell them what data is actually important and that everything else can be ignored, and then have them save only the important stuff.

Tigersheet can parse incoming emails for key information and import this email data into an auto-updating sheet.

Here’s our screencast that will walk you through Tigersheet to understand the step by step process to set an email parser where you can parse your lead/inquiry emails and store them in Tigersheet.

Build Powerful Web Forms with Tigersheet

Have you ever tried building a web form right from the beginning?

Yes, we agree! It can be extremely daunting to build a web form from scratch, even if you are a web developer. Teams often require tools that can input data to automate the processing and monitoring of valuable information. While business professionals do have a clear insight into what these web forms should look like, they often lack the requisite skills to code and deploy applications.

Now, imagine what if you need a lot of forms with built-in notifications, spam filters, validation checks, and other such smart features, you will have to consider months of development. Not to forget, the concerns you may have about keeping your data secure and private.

Well, with Tigersheet in place you don’t have to imagine anymore!

Tigersheet lets you design and launches web forms in just minutes, right from your browser. On top of that, there is no coding involved, so anyone in your team can build forms. Plus, you can add all the nifty stuff we mentioned, like automated email notifications!

This comprehensive, step-by-step video series walks you through using Tigersheet to create contact forms, which are among the most basic or the most complex web forms you can build.

Design Custom Print Templates

Print templates enable you to print a record in a pdf format. You can customize and beautify the template look and feel.

For example, the sales reps may have to send a quote to a customer for review. In this case, they can use print templates and choose a template to print a quote and email them directly.

With print templates, you can print, email the pdf directly, and download a record. You can use the readily available templates from Word and paste it and then print or export your records.

Check our video below to learn how you can print records with custom templates!

Use the ‘Mail Merge’ feature and send bulk emails to clients and or run email campaigns.

Anyone who has access to an email address would probably know how popular mass emails and newsletters have become today. The benefits of sending out bulk emails are fairly self-explanatory: you can customize email templates to your marketing message and then send it out to a huge number of people in a short amount of time, for free (or very inexpensively). From a value standpoint, that is tough to beat.

Here at Tigersheet, we do acknowledge and realize that bulk emails can have a great impact on many businesses. In fact, that’s why we have our own bulk email feature called Mail Merge using which users can send bulk emails and run email marketing campaigns.

here’s an interactive screencast that will demonstrate the entire process through which you can send out bulk emails and run email campaigns using Mail Merge in Tigersheet.

September 28, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

Build a Custom CRM with BOB- DIY Video Guide on Tigersheet

Welcome to our ultimate video guide on building a custom CRM app. This video series consists of two parts and covers some of the basic and intermediate functionalities within the Tigersheet Platform.

Here you will learn how to build an entry-level application that’s really meant for first-time users. For more advanced concepts and features, you can browse our library of articles and videos inside our Help Centre Knowledge Base.

Summarized Video Transcript

Part 1 will give you a quick overview of the app, so you know exactly what we plan on developing.

Inside this simple CRM application, we chose to develop an app that has two user levels: We can log in as an employee or a sales rep, or as an admin/manager.

Visit www.tigersheet.com and create a free account. Once you login into Tigersheet with your credentials, you will be welcomed to the dashboard.
You will find some useful ready-made templates that you can directly import. These templates have been specially designed to meet the needs of multifarious data management purposes. You can install them and customize as per your need. Whichever department you are in (production, customer service, project management, research, procurement, warehousing, HR), there is always a suitable data management template designed to make your work easier and faster!

Keep in mind that the Tigersheet platform allows you to build more sophisticated user-level management workflows. But for the sake of this training, we opted to keep things simple. Here’s an overview of what you’ll see in CRM Video Part 1.

Step-1: Bob Creates a Lead Database and Adds Users to CRM

Creating the New App and Naming it CRM.
Creating a New Sheet (building a new sheet from scratch) called ‘Leads’ and adding relevant fields to this sheet to save Lead details. These include Name, Contact Number, Email, Status, Lead Owner, etc.
Adding Lead Records to the Lead Sheet.
Creating User Entry (Sales Staff) into ‘User Account’ Sheet
Once the Sales Staff are Added, The Lead Sheet is shared with the sales staff using the ‘Share’ option. The two options available are to share through email and share by generating a link.

Part 2 of the CRM Video focuses on advance functionalities like managing permissions, creating follow-ups and scheduling follow up reminders with Leads.

Step 2: Bob Restricts Lead Visibility by Managing Roles and Permissions within the CRM.

Bob Clicks on ‘Roles & Permissions” and Creates a New Role called ‘Sales Staff’.
Bob Assigns the respective users (Marry Allen, John Doe) to sales staff role.
Bob Restricts Lead Visibility by setting a criterion within ‘Can View’ Option.
Bob also prohibits sales staff from deleting any rows in the Lead Sheet.
Visibility Permission Works: John and Marry log in to their Tigersheet account and view the Lead Sheet- They are able to see only the leads assigned to them.

Step 3: Bob Creates a Mechanism to Follow Up with Leads

Bob Creates a ‘Date-Time’ type Column and names it as ‘Next Follow Up’.
Bob Creates an Action Button called ‘Next Follow Up’. On click of this button, the user receives a prompt to set a particular date and time for scheduling s follow up with their Lead.
Bob Add an Action to the ‘Next Follow up’ Button “Set Fields Value of Current Row”.

Step 4: Bob Creates Automatic Reminders to Notify Sales Staff About their Follow-Ups.

Once you set up a 30-day free trial and log inside your Tigersheet account, it’s really easy to begin building an application.

Visit: http://bit.ly/Tigersheet

We encourage you to follow along with the video and see if you can recreate this app. You’re going to learn how to use the platform with its point-and-click interface to build out different functionalities and workflows. To Know What’s In Store and for all new updates, follow this space and Stay Tuned With Us!

September 22, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

5 Reasons You Should Import your Spreadsheets into Tigersheet Today!

By the time you discovered Tigersheet, you’d probably already made an Excel sheet or two (thousand). Perhaps you painstakingly copied and pasted all those spreadsheets into Tigersheet. Or, maybe — faced with the inescapable drill through Microsoft Excel — you left it alone.

We understand your pain.

We want to make it as simple as possible to turn your pile of spreadsheets into one magical Tigersheet application. So, now you can select “Import from Excel” and pick the Excel sheet you want. Within seconds, your spreadsheets are magically transformed (imported) into Tigersheet.

Still not convinced by the ease & simplicity? Here are five very specific reasons you should consider bringing all of your Excel sheets to Tigersheet

Microsoft Excel is slow. Tigersheet is Fast and Easy

The more data in the spreadsheet, the slower Excel is to respond.

Excel was only designed to handle so much data in each report. The problem is, the size of the report not only impacts the time it takes for the spreadsheet to load but also the time it takes to make any changes to the data within the document. As a result, many businesses start to use multiple spreadsheets or worksheets to make the data more manageable.

However, speed is never an issue with Tigersheet! Tigersheet is robustly designed to handle your data so you can seamlessly navigate between sheets and leverage the power of a custom made application that tailors your business needs. Since no coding knowledge is required..sometimes it is even possible to push your apps in a day!

No aspect of Tigersheet is static and inflexible. In fact, everything is based on configurations. Whenever you want to add or modify something, you can do so in a matter of minutes.

Familiarity of a Spreadsheet & Way Lot Smarter Than It

Spreadsheets: we all love them. They’re pretty easy to start and can help you structure your thoughts and your data in a straightforward way.

On that note let us break that to you Navigating your way around Tigersheet is super easy too. If you have utilized spreadsheets before, then you may find that this solution acts in a similar manner. This means that you can enjoy its simplicity while leveraging its power.

The fact that millions of people out there use spreadsheets to manage their data is a good start for us. So, we make the experience application development a lot like using spreadsheets, something everyone knows.

Multiple Sheets= More Issues

What starts with a plain ‘data.xls’ modifies quickly to ‘data edited.xlsx’ and then ‘data final. xlsx.’ Then ‘data final new.xlsx’ pops up, followed by ‘Copy of data final new – edits Mike.xlsx.

And not to forget, all these spreadsheets will land up in your inbox at the same time. Soon, your team will spend half of their valuable time figuring out if they’re looking at the latest data or not and copying data between sheets to hopefully collect all relevant data.

But, Not to Forget…There You found Tigersheet. Your spreadsheets are now in an easy-to-find place — Tigersheet that neatly organizes into separate sheets and reports — and can be shared with teammates with a single sharing tab.

Drag and Drop Templates

Tigersheet opens a world of interactivity for your Excel Sheets For example, you can gather more feedback and judge the real-time sentiment of your data.

Don’t Know How to Get Started? We have a lot of FREE templates made for you!

Try out our Free Order Management, CRM, Sales and Invoice Tracker, Ticket Management, and other #templates. Whichever department you are in (production, customer service, project management, research, procurement, warehousing, HR), there is always a suitable data management template designed to make your work easier and faster!

Create reports and analyze them through insights and stats shared via interactive dashboards

Using powerful reporting you create pivot tables, charts, Kanban,, or timelines and share them instantly across your teams.

More control over who can do what

With Spreadsheets, people can view, comment, or edit; there’s nothing in between. What if you want to let people add more items to a table, or give their feedback without risking them accidentally changing any of your document?

Tigersheet offers Role-based Settings, which gives you a lot more control over who can do what. This becomes crucial particularly in scenarios when you have several team members on board & it becomes imperative to protect sensitive data. Tigersheet helps you ensure the confidentiality of such information with role-based access settings. You can configure these to make certain that only particular users can launch certain tasks and perform specific actions.

A Sheet that Gets Better Over Time

When was the last time Microsoft Excel added new functionality?

Tigersheet introduces new features from time to time so your data and applications can get better and better. Recent examples: Parse Email to Sheet lets you parse incoming emails for key information and import this email data into an auto-updating sheet. And so, you don’t have to struggle with a tedious copy & paste manual routine anymore!

And there are more things in the pipeline.

In the meantime, we’d love to hear your feedback.

August 14, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

Video Guide: How to Create Automated Workflows in Tigersheet Explained!

Make your workflow like a happily-raging river…

Never drop the ball again. Map out your steps in a snap, automate the boring stuff, and assign tasks so everyone’s on the page and super-productive. And changing workflows is a cinch, so your processes can evolve as quickly as your business.

Workflows can come in handy if you wish to get things done automatically in Tigersheet. Tigersheet workflows can help you automate your business processes, making them both more consistent and more efficient.

Let’s start by creating a workflow for something simple like an employee expense claim approval process.

An employee submits a claim request for approval. The claim initial status is set to ‘Approval Pending’
The Approver (concerned authority for e.g. HR manager etc.) receives a notification (email) that a claim request has been submitted and is seeking approval. The approver reviews the claim request and verifies if the approval conditions are met.
If the request is approved by the user, an email notification is sent to the account manager in the accounts department with all the relevant details
If the request is Rejected, then the approver is asked to specify the reason for rejection (Request a comment action is set).
Once the request has been approved and payment is released, the accounts manager is asked to specify the mode of payment used.

(Note: Please refer to the video above that demonstrates the above process step by step)

Create these columns in your Employee Expense Management Sheet (EEM).

To begin creating a workflow click on settings icon present on top right and navigate to ‘workflows’.

Defining Workflow Status

A workflow status represents the current state of a record.

In case of an employee expense management, when an employee submits a new expense claim request. There can be 4 possible ‘status’ conditions which are:

Approval Pending: The claim request is yet to be approved

Approved: The Claim request has been accepted by the accounts department or concerned authority.

Rejected: The Claim request has been rejected.

Payment Released: Once the claim request has been approved, Payment gets released

Workflow Start Status: This is the default status of the record assigned to it upon creation. For e.g.: As soon as an employee submits a claim request, its workflow status shall be assigned as ‘Approval Pending’

Defining Workflow Transitions

Once the workflow status has been configured, the next step is to define Possible State Transitions.

Workflow state transitions are used for moving from one workflow state to another. The transitions can be initiated manually by users or triggered automatically by the system.

Configuring Workflow Transitions:

Once the possible state transitions have been defined, the next step is to configure each of these transitions for different parameters. These include:

Permissions: You can define the roles, users, or specific column users who can make this transition. These three permission options include:

Select Roles: Each user belongs to a role and each role has specific permission associated with it. Tigersheet provides two predefined roles for users- Admin and Standard. Besides these, the admin can add more roles such as ‘Sales Staff’, ‘Marketing Staff’, ‘Content Team’ etc.

Select Users from a Column: If there are some specific users in a particular column you wish to grant permission to be able to make the transition, It can be done by using this option.

For e.g.: Transition: Pending Approval to Approved

Allow/Disallow Transition

You can allow or disallow a transition based on certain conditions. For E.g.:

According to company policies, all food expenses greater than 1000 shall not be accepted. So, if I want to disallow such claim requests automatically, I will add the following condition to the transition Approval Pending-🡪Approved:

EmployeeExpenses.claimType =’Food’

AND

EmployeeExpenses.claimAmount>=’1000’

Note: Here Claim Type is a drop-down column that specifies the type of claim such as Food, Travel, Other, and Claim Amount is a currency column (INR) that specifies the amount to be reimbursed.

Auto Transitions

You can set auto transitions to automatically initiate a state transition when certain conditions are fulfilled. For example, you can trigger an auto transition for a request to state ‘Approved’ or ‘Rejected’ if a certain number of days effective through have passed.

Adding Actions/Triggers to Workflow Transitions

Tigersheet is designed to enable you to skip over redundant workflows and leave them to the system to finish. That is why it has trigger-based workflows. These automatically complete tasks whenever an event is caused to occur. This is a very powerful feature that lets you make the most of workflows.

For example: As soon as a claim request is ‘approved’ by the concerned authority, the admin should be notified about it with an email.

-Navigate to Actions- On Transition Success
-Click on ‘Add Action’
-Choose ‘Send Email’, under the list of actions available on the left-hand side.
-Fill in the email template entries such as To, (Recipient) Subject, Body with the appropriate information, and once done Click ‘Save’.

July 29, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

Send Bulk Emails Using Mail Merge in Tigersheet

Now You Can Send Bulk Email Easily and Run Email Campaign Using Mail Merge in Tigersheet!

Anyone who has access to an email address would probably know how popular mass emails and newsletters have become today. The benefits of sending out bulk emails are fairly self-explanatory: you can customize email templates to your marketing message and then send it out to a huge number of people in a short amount of time, for free (or very inexpensively). From a value standpoint, that is tough to beat.

On the contrary, if you opt to send a direct printed mail, go for an ad in a publication or use any other method of traditional advertising, then you know how expensive it can be. With the advent of smartphones that enable people to check their email from anywhere, mass mail has given marketers a great power: direct access to their customers’ pockets.

Here at Tigersheet, we do acknowledge and realize that bulk emails can have a great impact on many businesses. In fact, that’s why we have our own bulk email feature called Mail Merge using which users can send bulk emails and run email marketing campaigns

Step by Step Guide: Send Bulk Emails Using Mail Merge

1.To begin sending out bulk emails using Mail Merge, first filter the records to whom the email needs to be sent.

2. Select all the records by clicking the checkbox next to each record. A mail merge option will be visible on the top. Click on this button.

Configuration Options:

Send Mail:

From field – Connect to your email account. You can connect your email address – Gmail / Google Apps / your own SMTP account. Once you have successfully added your email address, you can also choose which user groups this email address can be shared.

To field: To field will display the fields which have email address fields setup. E.g. – Employees, Clients, Prospects.

CC: You can add any other email address directly here. This email address need not be associated with the users of the current sheet.

Subject Line: Enter the subject line and create the template.

Body: You can customize the template by using variables captured in Tigersheet. E.g. – Dear <student name> using Insert Variable dropdown.

You can also choose from an existing template created and saved in Tigersheet earlier.

You can create the template in the Draft folder of your email account and access that template from here. If you select from the Gmail draft, the dropdown will display the Drafts emails subject line. You can choose one and the Template Body will display the Draft email’s body.

You can click on Source and draft the mail in HTML.

Preview: You can preview the template. If you have not entered From email address, Preview will not be displayed. Preview will be displayed for each recipient.

Schedule later: You can schedule to send this mailer at a later date and time.

Save Template: You can save this template in case you will be reusing it in the future to run more campaigns.

Campaign Name: You can add a Campaign name for this mailer for tracking the number of emails sent, Read / Unread status and Number of times it was read.

Manage Accounts

You can view the email address connected.
You can choose to delete or disconnect or reconnect these accounts.
You can also specify which user roles should be permissions to send emails from this email address in Tigersheet.

Manage Templates

You can see different templates saved earlier.
You can delete the template.
You can choose to pick this template for running the current mailer.

Video Tutorial- Send Bulk Emails Using Mail Merge in Tigersheet

Still facing issues with bulk emails. There is no need to worry, here’s an interactive screencast that will demonstrate the entire process through which you can send out bulk emails and run email campaigns using Mail Merge in Tigersheet.

Still facing issues with bulk emails. There is no need to worry, here’s an interactive screencast that will demonstrate the entire process through which you can send out bulk emails and run email campaigns using Mail Merge in Tigersheet.Now, you can go ahead and carry out your bulk email campaigns by signing up with Tigersheet and witness how easy it is to reach all your customers in a breeze! Try it Today!

March 16, 2020 Lavina Tolani Features, Tips & Tricks, Uncategorized No comments yet

Email to Tigersheet: How to Parse Email Data to Sheets

Does a part of your business rely on data that you receive by email? For example, leads from a lead owner, product inquiries from prospective customers, order confirmations from your online shops, sales stats…and a lot more… And you need to copy this imported data from Email to your database or Excel?

If such is the scenario, how do you convert data trapped inside those emails to an easy handle format like an Excel sheet? Well, we don’t want you to struggle with a tedious copy & paste manual routine anymore.

Ever heard of email parsers? You teach these programs how to recognize patterns in your emails, tell them what data is actually important and that everything else can be ignored, and then have them save only the important stuff.

Tigersheet can parse incoming emails for key information and import this email data into an auto-updating sheet. Let’s back up, and step-by-step build an email parser that can copy text out of your emails and put it to work.

Setting an Email Parser in Tigersheet: Step by Step Guide

To begin setting up an Email Parser, click the ‘Fetch from Email’ button positioned on the top right corner.

This will prompt you to connect your Gmail account or Outlook account from which you need to parse emails to Tigersheet. Once your email account is successfully connected, you can begin configuring the parser.

First, you need to define the frequency which will specify the number of times your email will be checked upon to auto-update your sheet. For example: ‘Every 5 minutes’, Hourly, Daily, etc.

Next, you need to choose the filter criteria for the emails you need to parse in Tigersheet. You can choose to parse all the incoming emails or skip selecting some emails that you do not wish to parse at all.

Alternatively, chose only certain emails that you wish to parse by specifying the filter criteria. E.g.: Here we want to parse only those emails where the subject contains ‘Contact Forms’, hence the criteria is mentioned as:

EMAIL_SUBJECT= ‘Contact Forms’

The next step is to map fields (present in your sheet) to various email parameters from which you need to extract data. Tigersheet allows you to parse data from the email body text, the subject line, the sender/receiver or other header text and even from file attachments.

Eg: Here we want to map the ‘contact field’ that will extract the name of the sender (present in the email body), so we need to define the parser for that. Once you chose ‘Extract from the body’, the system will ask you to paste a sample email content and Highlight the parts which you wish to extract.

Similarly, you can map other fields and highlight the parts from the sample email to let the parser understand. Watch our video (attached below) where we have demonstrated mapping all the field.

Once the parser has been successfully set, you can test it to see if it is working correctly.

Here’s our screencast that will walk you through Tigersheet to understand the step by step process to set an email parser where you can parse your lead/inquiry emails and store them in Tigersheet.

Hence, bring an end to your manual copy-paste routine now and use Tigersheet to automate your email workflow. Sign up today for a FREE trial and automate your workflows!

January 30, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

Build Powerful Web Forms with Tigersheet [ DIY Video Guide Included]

Have you ever tried building a web form right from the beginning?

Yes, we agree! It can be extremely daunting to build a web form from scratch, even if you are a web developer. Teams often require tools that can input data to automate the processing and monitoring of valuable information. While business professionals do have a clear insight into what these web forms should look like, they often lack the requisite skills to code and deploy applications.

Now, imagine what if you need a lot of forms with built-in notifications, spam filters, validation checks, and other such smart features, you will have to consider months of development. Not to forget, the concerns you may have about keeping your data secure and private.

Well, with Tigersheet in place you don’t have to imagine anymore!

Tigersheet lets you design and launches web forms in just minutes, right from your browser. On top of that, there is no coding involved, so anyone in your team can build forms. Plus, you can add all the nifty stuff we mentioned, like automated email notifications!

Create Web Forms With Tigersheet Step By Step Tutorial

1.To begin creating a new web form, click on the Settings Icon and navigate to “Web Forms”.

2. Click on “Create new Webform”. This will open a window where you need to give your form a heading. E.g.: If you are creating a web form to capture lead information, you can name it as “Contact Us”

3. Now add the field from the left that you want to place in your web form such as Name, Company, and Designation, etc. and click ‘Save’.

You will be able to see a new web form ‘Contact Us’. If you wish to place this form on your website, Click ‘Embed Code’.

4. Copy the code and embed in your website. You can also modify the styles to suit your website.

Test your form on your live website to see that notifications are going to your email and your Tigersheet Inbox. If nothing comes through, go back and check that you set up your form and notification email correctly.

Create Web Forms in Tigersheet- The Video Guide

Titled Rising Star Software from Software Suggest, Tigersheet provides you with all the tools you’ll need to build, customize and deploy your web form applications.

This comprehensive, step-by-step video series walks you through using Tigersheet to create contact forms, which are among the most basic or the most complex web forms you can build.

Tigersheet’s no-code application development features an intuitive point and clicks interface along with a handful of easy to use user guides that show you the way through your development process.

Watch our DIY video guide today and kick start building your online forms through Tigersheet.

January 22, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

The Joy of Reporting in Tigersheet- An Interactive Video Guide to Keep Your Work Sorted!

Visualization and Reporting are one of the most vital motivation users want to go through all this trouble building an application and pour all their data into it. You can have numbers for each day and each month, and still, with all this detail, you can’t see the forest for the trees.

You might have a faint idea as to what product sells well and what does not, or which ad campaign seems to work better but it’s always until you have a chart produced, or a ranking report generated, that you get the clear idea of what’s going on for your business.

Creating reports from data stored is generally a tedious and labor-intensive job. The good news is that with Tigersheet in place, you don’t have to worry about this!

Tigersheet offers a wide variety of powerful reporting options such as Standard Views, Charts, Pivot Tables, Kanban Boards, Grouping Items and Filtered Views. This enables you to easily analyze your data and derive great insights. The intuitive drag and drop interface further make it super easy to construct the required reports in a matter of a few minutes!

Scheduling Reports

Once created, you can automatically send reports to your colleagues, executive management and non-Tigersheet users by scheduling the desired reports daily, weekly, monthly or yearly.

Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment.

Standard Report

Users can create their own Views by Grouping, Filtering, and Hiding Columns, etc.

To create a view, click ‘Create View’, on the left panel under the Reports option and chose the type of report/view you want to create.

2. Under the columns section, chose the column you want to add in your view by ticking the checkbox.

e.g.: Suppose you want to create a view where you want to display all the leads based on the salesperson assigned to them. Go to the grouping section and chose Group by ‘Leads. leadOwner’.

3. The view appears on the left-hand side under the default view.

4. You can make any report/view as a default view for you by clicking on the Pin icon next to that view/report.

Watch our video that shows how to create a standard report in Tigersheet:-

Pivot Report

A pivot report is a table that is used to store the summary of a certain data set in a condensed manner.

Pivot reports are useful to show counts, sums, the average for different groups. For example, Show the totals No. of opportunities at each sales stage for each salesperson, or show the count of open opportunities at each sales stage for each salesperson.

Watch our video below to see how you can create a pivot report in Tigersheet:-

Kanban Report

A Kanban board is a work and workflow visualization tool that enables you to optimize the flow of your work, limit work-in-progress, and maximize efficiency.

Using a Kanban board, one can view work at various stages of a process using cards to represent work items and columns to represent each stage of the process.

Here’s a step by step video to create a Kanban Report in Tigersheet:-

Timeline View

A timeline is a type of chart that visually shows a series of events in order over a linear timescale. The power of a timeline is that it is graphical, which makes it easy to understand critical milestones, such as the progress of a project schedule.

Let us consider an example of a hotel management system, where the hotel manager creates a timeline view of his guests’ check-in and check-outs.

To create a timeline view, click on ‘Timeline’ under Reports.
Configure your timeline by choosing a Start and End date.
Select column names you want to display on the y-axis in the timeline chart.
You can even customize the timeline view by choosing event colors and text.
Once done, click ‘Save’.

Check out the video to understand how you can generate a timeline and manage your work in progress:

Viewing a report

Once a report is created and saved, it will appear on the left panel.

You can mark a view/report as a default view for that sheet by clicking on the pin icon. This will be the default view for that user only.

Editing or Deleting a Report

You can rollover the mouse on the Report or View name. You will see the Edit and Delete icon appear next to the Report.

Export a Report

You can export any report in CSV and XLSX (Excel spreadsheet), and then send the export to your accountant/payroll, keep as a personal backup, or import data into a spreadsheet and analyze the results.

Create the view/report/ sheet with the data filtered/ searched you wish to export.
Click on the Export button

The visible rows will be exported in an Excel / CSV file.
If there are sub-sheets in the sheet, they will be exported in another tab with the main sheet identifier. You can click on the main sheet identifier, you check the records for that sub-sheet

Watch the video to see how you can export a report step by step:-

Report Permissions

By default, the report will be shared with all the users of the sheet.

You can also hide this report from other users of this sheet using the Permissions tab. You can choose which user groups should have access to this report.

Options –

By default, each report displays 20 records.
You can override this setting and choose to display more records per page using the ‘Options’ tab.
You can set to show 50 / 100 / 500 / 1000 / 2000 records per page.
You can also set how many max records should be displayed.

January 8, 2020 Lavina Tolani Features, Tips & Tricks, Product No comments yet

Feature: Creating a View to Group and Filter Data[ Video Guide]

Why Group or Filter Records?

Using a view to filter or group records in Tigersheet can have many usages. It is a good way to reduce the number of records and fields to only those essential to your current task.

Another common use is to apply a grouped or filtered view to an Authentication. For instance, you can configure a view to removing records based on a set of criteria where app users are automatically removed from authentication when setting to inactive. Filtering views is an efficient way to display the data you want without making any changes to the application/sheet.

How to Group Records?

Organizing records into logical groups often makes them easier to read and understand. You can group the records by a column/ field. E.g. – Invoices by clients are grouped below, this helps to track profits.

Watch a video to understand how you can group records in Tigersheet and easily manage custom views!

How to Filter Records?

Every column has a filter box that is visible under its name. A user can enter the filter parameters and only the records matching the criteria will be displayed.

Note: Filters can be applied to multiple columns. E.g.: Here filters are applied to Date.

December 13, 2019 Lavina Tolani Features, Tips & Tricks, Product No comments yet

Create Custom Print Templates in Tigersheet

Feature: Design Custom Print Templates

Print templates enable you to print a record in a pdf format. You can customize and beautify the template look and feel.

For example, the sales reps may have to send a quote to a customer for review. In this case, they can use print templates and choose a template to print a quote and email them directly.

With print templates, you can print, email the pdf directly, and download a record. You can use the readily available templates from Word and paste it and then print or export your records.

For instance, you can

1. Easily print Opportunity records and forward them to your sales reps.

2. Print Invoices and send them to your customers’ postal address.

Creating a New Template

Open an existing record
Click on the Print button
Print dialog box will open up.
Click on Default template dropdown
Click on ‘New’

You can view all the fields captured in Tigersheet
Select All and delete.
You can copy-paste an existing template
You have to replace with existing variables – you can use Insert variable dropdown in the editor menu.
You can also use Lookup fields stored in another sheet to be printed.
Give the template a name.

Printing a record

Steps:

Open the record
Click on Print

In the Default template dropdown, click on the name of the template you wish to print.
Click on the Print button at the bottom.
A new window will open up with a Print option.

Saving as a PDF’s

Open the record
Click on Print

In the Default template dropdown, click on the name of the template you wish to print.
Click on the Print button at the bottom.
A new window will open up with Print option.

Still facing issues with Print templates? Got stuck somewhere? You don’t have to worry, Check our video below to learn how you can print records with custom templates!

December 6, 2019 Lavina Tolani Features, Tips & Tricks No comments yet