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July 05, 2017

Automatically Populate Donation Receipts from FormTitan

Creating online forms for your website has never been easier with a tool like FormTitan.  Quickly build order forms, applications, donation forms, and more and easily collect information from your customers.

Add WebMerge to your form process and you can automatically take information submitted on your form and populate all sorts of templates like invoices, contracts, letters, and more. 

In this example, we’re going to show you how to automatically generate a donation receipt from an online form donation.  We’ll then automatically email this receipt directly to our donor for their records.

To get started, we’re going to setup a new document inside WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, select the Built Your Own option and continue.

In the Document Builder, we’re going to build our template.  We’re going to add our logo and other details of the receipt.  For the spots that we want to insert our donation info, we’re going to use merge fields that look like {$Name}, {$DonationAmount}, etc. 

Here’s what our template looks like:

Once you finish your template, go ahead and save the document builder.  Next, we’re going to go to the Settings tab where we can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to produce a PDF and include the name of the donor in the file name.

Next, we’re going to setup the delivery of our document so that the merged receipt is emailed directly to our donor.  Under the Deliver tab, click the Edit button under the default email delivery.  For the To address, we’re going to use a merge field for the donor’s email address.  If you don’t have a merge field in your document for the email address, choose <<other>> from the dropdown then enter something like {$Email}.

Once you have saved your email delivery, we are done with the setup process in WebMerge and we’re ready to integrate with our donation form on FormTitan.  But first, we need to grab the Merge URL for our document under the Merge tab.

Inside FormTitan, we’re going to open our form then under Integrations (on the right) we’re going to add a New Notification.  We’re going to choose “Custom URL” as the notification type.

In the Custom URL settings, we’re going to enter our Merge URL in the “Custom URL” box.  Then for each of the form fields, we’re going to enter the name of our corresponding merge field.  This tells FormTitan how to send the form data over to WebMerge so that it is populated in the correct spot on your template.

Once you have added all your merge fields, go ahead and turn on the notification then save.  We’re ready for a test!  Submit a new donation to your form and FormTitan will send the info over to WebMerge and your receipt will be emailed.

Here’s what our merged donation receipt looked like:

Congrats, you’re all done!  You can now automatically generate all kinds of documents from your FormTitan forms.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?

5 min read

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