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April 14, 2016

Send Contracts for Deals in ActiveCampaign

Automating your sales process can have a major impact on your business.  With a tool like ActiveCampaign, you can keep track of all your leads, run various marketing/email campaigns, and keep track of all your sales.

With WebMerge, you can automatically generate all kinds of documents from ActiveCampaign, such as contracts, invoices, proposals, and more.

In this example, we’re going to show you how to use ActiveCampaign Automation to automatically generate a contract when a deal hits the Contract stage.  We’ll then send that contract over to DocuSign for signature.

To get started, we’re going to setup our contract template using a Word document.  Inside the Word document, we’re going to add our boilerplate contract information and then for the spots that we want our customer information to be entered.  The merge fields can be named anything you’d like, and look like {$FirstName}, {$LastName}, etc.

Here’s what our contract template looks like:
 


Since we’ll be collecting a signature of this contract using DocuSign, we need to add a signature tag in our template so that DocuSign knows where to place the signature.  This signature tag is just like any other text in our document and looks like:   \s1\
 


Once we have our document ready, we’re going 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 document, you’ll be taken to the Settings tab.  On this page, you can update options like the type of file that you want to generate and the name of the file that is generated.  For this example, we’re going to generate a PDF and include the name of our deal in the contract.  Also, we’re going to turn on Debug Mode and the Field Map (more on this later).
 


Next, we’re going to setup the delivery of our document to DocuSign.  From the Delivery tab, click the New Delivery button and select DocuSign from the list.  After you login to your DocuSign account, you’ll need to specify the signer using merge fields.
 


To integrate with ActiveCampaign, we’ll be using an HTTP POST (webhook), so we need to get the URL for that webhook.  Under the Merge tab in WebMerge, copy the Merge URL for later.
 


Now we’re ready to setup the integration with ActiveCampaign!  Inside ActiveCampaign, click on the Automations tab and then create a new automation.

For the first step of the automation, we’re going to choose Deal stage changes as the trigger.
 


Next, you’re going to be asked to select the stage that you want to monitor.  Go ahead and select the Send Contract stage, then click the Add Start button.
 


Lastly, you’ll need to setup the action of your automation.  Click the + button to add a new Action and then select Webhook from the action.  Next, enter your Merge URL for your document.
 


Next, we need to run a test to trigger a webhook so we can see the merge fields that ActiveCampaign is sending over to WebMerge and we can map those fields to the fields we are using in our document (using the Field Map).  Go ahead and change the stage of one of your deals to Send Contract.

Back inside WebMerge, go to the Overview tab of your document and you’ll see the test merge there and a View Data button.  Go ahead and click that button and you’ll see the data that’s being sent over from ActiveCampaign and the merge fields you need to use in the field map.
 


Go ahead and open up the Field Map tab and then for each of the merge fields in your document, enter the merge field that’s coming over from ActiveCampaign.
 


Now that’s you’ve got all of your merge fields mapped up, we’re ready to run a real test!  Log back into ActiveCampaign and then update the stage of one of your deals.  ActiveCampaign will trigger your webhook, and then your contract will be generated and sent over DocuSign.

Here’s what our contract looks like ready to sign in DocuSign:
 


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

7 min read

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