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March 23, 2017

Automatically Send Waivers from Typeform Submissions

Running a camp or event can be a time consuming process and you need to make it as easy as possible.  With a tool like Typeform, you can easily build a registration form to collect the necessary info from your participants – even collect payment.

Then you can add WebMerge to your process and you can automatically populate documents like tickets, receipts, waivers, and more.  You’ll never have to copy & paste again or collect info via paper.

In this example, we’re going to show you how to take the participant info you’re collect from your event registration form and automatically populate a waiver that is sent out for e-signature via HelloSign.

To get started, we’re going to setup the template for our waiver.  For the template, we’re going to use a Word document.  Inside Word, we’re going to add our boilerplate waiver info, then for the spots that we want to insert our participant’s info we’re going to use merge fields that look like {$Name}, {$Address}, etc.

Here’s what our template looks like:
 


Since we’ll be collecting e-signature via HelloSign, we need to add a signature tag to our document so that HelloSign knows where to place the signature in our document.  The signature is text and looks like: [siq|req|signer1]
 


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 a name.  On the next step, pick Office Document and then upload 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 include the name of the participant in the file name and we’re going to generate a PDF.
 


Next, we’re going to setup the delivery of our document so that it is automatically sent over to HelloSign for e-signature.  Under the Deliver tab, click the New Delivery button and select HelloSign from the list. 
After you enter your HelloSign API Key, you’ll need to customize the subject of the email the signer receives and then pick the merge fields for the signer’s name and email address.

If you don’t have the merge fields in your template, you can select <<Other>> from the dropdown then enter the merge field.
 


Once you have finished your HelloSign delivery, you are done with the setup process inside WebMerge and we’re ready to integrate with Typeform.  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 Typeform as the app and then New Entry as the trigger.
 


Once you authenticate your Typeform account, Zapier will load a list of the forms in your Typeform account.  Go ahead and pick the Event Registration form that you setup.  Zapier will then load a test entry to make sure everything is working correctly.
 


Next, we’re going to setup the Action of our Zap.  For the app, we’re going to 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 account.  Go ahead and pick the Waiver template that you just setup and then Zapier will load a list of all the merge fields that are in your template.

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


After 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!  Go ahead and open up your Typeform then submit a new entry.  Zapier will detect this new entry and send the data over to WebMerge and your waiver will be sent to HelloSign for signature.

Here’s what our waiver looked like ready for signature:
 


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

7 min read

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