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December 20, 2016

Automatically Send Welcome Letters to New Customers in CheddarGetter

Communicating with your customers is an important step in your branding strategy.  As new customers signup for your service, it is important to make them feel part of your brand.  With a billing tool like CheddarGetter, you can easily track all of your customer subscriptions and metrics, but that’s only part of the process.

With WebMerge, you can automatically take customer information from CheddarGetter and populate templates like invoices, receipts, contracts, and more.  You’ll never have to manually generate a document again.

In this example, we’re going to show you how to automatically send a welcome letter to a new customer in CheddarGetter.  Then we’ll automatically send that letter over to Lob and it will be printed and mailed 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 (our contact info, logo, etc) then for the spots that we want to insert our customer’s information, we’re going to use merge fields that looks like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our welcome letter template looks like.
 


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


After you upload your document to WebMerge, you’ll be taken to the Settings tab where you can change various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and we’re going to include the name of our customer in the name of the file that is generated.
 


Next, we’re going to setup the delivery of our document to Lob so that it is automatically printed, stamped, and put in the mail.  From the Deliver tab, click the New Delivery button and pick Lob from the list.

After you enter your Lob API Key, you’ll need to pick the type of letter that you’re mailing and select the merge fields for the “To” address.  Feel free to customize any of the other options as well.
 


Once you have your Lob delivery saved, you are done with the setup process inside WebMerge and you’re ready to setup the integration with CheddarGetter.  To help with the integration between WebMerge and CheddarGetter, 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 CheddarGetter as the service and then New Subscription as the trigger.
 


Once you authenticate your CheddarGetter account, Zapier is going to load a test subscription to make sure everything is working correctly.  Follow those steps and continue.

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


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

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


Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to CheddarGetter and create new subscription.  Zapier will detect this new subscription and will send the information over to WebMerge and your letter will be generated.

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


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

6 min read

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