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July 18, 2017

Automatically Send Proposals to New Leads from Unbounce

With a tool like Unbounce you can drastically improve your marketing funnel and drive more leads for your sales team.  Add WebMerge to the process and you can automatically populate all kinds of documents for the leads you’re collecting, such as welcome letters, quotes, proposals, and more.

In this example, we’re going to show you how to automatically generate a sales proposal that’s customized for a lead that comes through an Unbounce form on our website.  We’ll then instantly email the proposal to the lead for review.

To get started, we’re going to setup the proposal template using a Word document.  Inside Word, we’re going to add our repeating information like our logo, contact info, and service descriptions.  Then for the spots that we want to insert our lead’s information, we’re going to use merge fields that look like {$Name}, {$Phone_Number}, etc.

You can name these merge fields anything you’d like, just no spaces or special characters.

Here’s what our proposal template looks like:

Once we have finished our template, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, choose Office Document as the document type and then pick the file from your computer.

After you have uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  In this example, we’re going to create a PDF document and include the name of our lead in the name of the file.

Next, we’re going to setup the delivery of our document so that the merged proposal is automatically emailed to our lead.  From the Deliver tab, click the Edit button under the default email delivery.  For the To address, we’re going to choose the merge field for our lead’s email address.

If you don’t have a merge field in your template for the email address, choose <<Other>> from the dropdown then enter something like {$Email}.

Feel free to customize the other email settings as well.

After you have saved your email delivery, we are done with the setup process inside WebMerge, and we’re ready to integrate with Unbounce.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Unbounce as the app then New Form Submission as the trigger.

Once you authenticate your Unbouce account, Zapier is going to give you a URL to setup in Unbounce.  Follow those steps and continue.

Next, we’re going to setup the Action of our Zap.  For the app, choose WebMerge and then Create Document Merge as the action.

Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your WebMerge account.  Go ahead and pick the proposal document that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, click the button on the right and pick the corresponding fields from Unbounce.  This tells Zapier how to send your lead information over to WebMerge so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and turn it on.  We’re ready for a test!  Open up your Unbounce form and submit a new submission, then Zapier will send that info over to WebMerge and your proposal will be generated.

Here’s what our merged proposal looked like:

Congrats, you’re all finished!  You can now automatically populate all types of documents with data from Unbounce forms.  Can you think of any other ways you could use WebMerge to simplify your paperwork process?

6 min read

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