Venta Capture · account setup

What does your ideal workflow look like?

This takes about five minutes. We set up your account from your answers, so your customers capture exactly what you need: step by step, in the browser, no app.

No app neededPhotos, video and questions per stepEverything lands in your inbox

1. About you

So we set up the account under the right name.

Company name

Your name

Phone

Dashboard language (your team)

Capture link language (the person filling it in)

What does your company do?

How many colleagues will use Capture?

Just me2 to 56 to 15More than 15

2. What this workflow is for

One workflow per form. Need more workflows? Fill this in again for each one.

Name of this workflow

What should the person capture, and why?

Who fills in the workflow?

The customerOur own staffExternal party (technician, assessor)It varies

How does the link reach that person?

SMSWhatsAppEmailQR code on siteLink on our websiteStaff starts it on their own phone

Can existing photos be uploaded, or must everything be recorded in the session?

Record in the session only, on this deviceUpload of existing photos allowedNot sure yet

"Record in the session only" means you know the images were taken right then, on that device.

3. Build the steps

Click a step type to add it. Then tell us what the person should do in that step. The order here is the order they will see.

Step types

4. After the last step

What happens when the person is done?

Which details do you ask for at the end?

NameEmailPhoneReference or asset numberOur own reference number

Should the person confirm or declare something? If so, what text?

What should they read when they are done?

May the person receive a copy of their submission?

YesNo

Should the person automatically get a thank-you email?

YesNo

5. Behind the scenes

What does your team do with a submission?

Who handles submissions? (names and email addresses of the colleagues who get a login)

Which statuses do you want in the inbox?

What does your own reference number look like?

Should a submission go anywhere else? (CRM, planning, email to a colleague)

Anything else we should know

Thank you. We have your answers and will set up your account. You will hear from us within one business day.

Oops! Something went wrong while submitting the form.