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February 07, 2018

Instantly Populate Course Diplomas from Teachable

Using a tool like Teachable to run your online courses can be an easy way to reach a wide audience and provide an excellent experience.  Add WebMerge to your workflow and you can automatically generate documents after each student completes your course.

In this example, we’re going to show you how to automatically populate a course diploma each time a student completes the course.  We’ll then automatically email the diploma directly to our student.

To get started, we’re going to setup the template for our diploma using a Word document.  Inside Word, we’re going to add our repeating diploma info, then we’re going to add our merge fields where we want our student data to go.  These merge fields look like {$FirstName} and {$LastName}.

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 for your document.  Here, 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 document and then include the name of our student in the file name.
 


Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our student.  Under the Deliver tab, click the Edit button on the default email delivery.  For the To address we’re going to use a Merge Field and select the merge field for our student’s email address.  If you don’t have a merge field already, select <<Other>> from the dropdown then enter {$Email} in the box.

Feel free to change any of the other email settings.
 


Once you have the email delivery setup and saved, we’re done with the setup process inside WebMerge and we’re ready to integrate with Teachable.  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 select Teachable as the app, then Course Completed as the trigger.
 


Once you authenticate your Teachable account, Zapier will load a test student to make sure everything is working correctly.  Follow those steps and continue.

Next, we’re going to setup the Action of our Zap.  For the app, we’re going to choose WebMerge, 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 diploma template that you setup and Zapier will load a list of the merge fields in your document.

For each merge field, you’ll need to pick the corresponding fields from Teachable.  This tells Zapier how to send your data over to WebMerge so that it’s 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!  Inside Teachable, complete one of your courses and Zapier will send that info over to WebMerge and your diploma will be emailed.

Here’s what our diploma looked like ready for the student:
 


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

6 min read

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