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September 21, 2016

Automatically Send Thank You Letters to PayPal Customers

Collecting payments online has never been easier with payment tools like PayPal.  Integrating directly on your website to collect orders, donations, and more with the click of a button.  On top of collecting payments, it’s important to also communicate with your customers.

With WebMerge, you can automatically generate contracts, invoices, receipts and more from PayPal payments.  You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.  We’ll also be using Lob to instantly print our letter and mail it out for us.

To get started, we’re going to setup our letter template using a Word document.  Inside Word, we’re going to add our boilerplate letter information, then for the spots that we want to insert our customer’s information we’re going to add merge fields that look like {$FirstName}, {$LastName}, etc.

Here’s what our letter template looks like:
 


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


After you’ve 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.  For this example, we’re going to output a PDF and include the name of our customer in the file name.
 


Next, we’re going to steup the delivery of our document to Lob so that it is automatically printed and mailed to our customer.  From the Deliver tab, click the New Delivery button and then pick Lob from the list.

After you enter your Lob API Key, you’ll need to pick the merge fields that hold your customer’s address.  If you don’t have these merge fields in your document, simply select <<Other>> from the dropdown and then enter merge fields like {$Address}, {$City}, etc.
 


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

Inside Zapier, click the New Zap button and then pick PayPal as the Trigger service and Successful Sale as the trigger.
 


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working.  Follow those steps and continue.

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


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

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal.  This tells Zapier how to send your payment data 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 then we’re ready for a test!  Go ahead and submit a test payment and then Zapier will send that payment data over to WebMerge and your letter will be generated.

Here’s what our letter looked like ready to mail:
 


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

6 min read

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