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August 30, 2017

Automatically Send Special Offers to New Subscribers in Autopilot

Marketing is an important part of your business and with a tool like Autopilot you can easily manage your entire marketing process from lead capture to growing your customer base.  You can setup workflows to automatically keep your brand top-of-mind.

Another way you can keep in touch with your customers is to use WebMerge to automatically populate documents like letters, coupons, and more.  In this example, we’re going to show you how to automatically populate a special offer for a new subscriber in Autopilot.

To get started, we’re going to setup the template for our special offers using a Word document.  Inside the Word document, we’re going to add our logo, contact information, and details of the offer.  For the spots that we want to customize the offer with our lead’s information, we’re going to use merge fields that look like: {$FirstName}, {$LastName}, etc.

Here’s what our template looks like:

Once we have our template ready, 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, select Office Document as the document type and then pick the file from your computer.

After you upload 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.  For this example, we’re going to produce a PDF and we’ll include the name of our lead in the file name.

Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our lead.  On the Deliver tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to choose the merge field for our subscriber’s email.

If you don’t have an email merge field in your document, you can select <<Other>> from the dropdown, then enter something like {$Email} in the box.

Feel free to edit any of the other email settings.

Once you have saved your email delivery, we’re done with the setup process in WebMerge and we’re ready to setup the integration with Autopilot.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to setup a new Zap.  For the Trigger, we’re going to choose Autopilot as the app, then Contact Added to List as the trigger.

Once you authenticate your Autopilot account, Zapier is going to load the Lists we have in Autopilot.  Go ahead and pick the list you want to monitor for new subscribers.

Next, we’re going to setup the Action of our Zap.  Go ahead and pick WebMerge as the app, 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 document you just setup and Zapier will load a list of the merge fields in your document.

For each merge field, you need to pick the corresponding fields from Autopilot.  This tells Zapier how to send your data over to WebMerge so that it’s populated in the correct spot on our template.

Once you have matched up all of your merged fields, go ahead and save your Zap and turn it on.  We’re ready for a test!  Add a new subscriber to your list and Zapier will detect the new subscriber and send the information over to WebMerge and your special offer will be generated and emailed to the subscriber.

Here’s what our special offer looked like:

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

6 min read

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