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October 16, 2015

Send Customized Order Receipts from Bigcommerce

Selling your products online can really open the doors to growing your business quickly.  Combine that with an e-commerce platform like Bigcommerce and you can take your business to the next level.  With Bigcommerce you can not only have a stellar online store, but you can use their marketing and analytics features to keep in touch with your customers and optimize their shopping experience.

As your e-commerce business grows, you need to automate as much as you can.  From inventory management to order fulfillment to customer communications, you can save countless hours (daily) with automation. 

With WebMerge you can automatically generate all kinds of customized documents like welcome letters, custom receipts, and more.  You can customize the documents by adding your logos, personalized text, and even special offers.

In this example, we’re going to show you how to automatically generate a customized receipt from a Bigcommerce order and send it directly to our customer.

To get started, we’re going to setup our receipt template using a Word document.  Inside the Word document, go ahead and add your logo, address, and another other information that you’d like to be on the invoice.  To indicate where we want the customer’s info to go, we’re going to add merge fields that look like {$CustomerName}, {$OrderTotal}, etc.

Once we have our template finished, it’s time to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button then type in a name.  On the next step choose the Office Document option and upload the file from your computer.

On the next step you’ll be taken to the Settings tab.  Here you can update settings like the name of the document and the type of file that is generated.  For this example, we’re going to generate a PDF and we’re going to include the Order Number in the file name.

After we have the settings saved, we need to setup how we want our merged receipt to be delivered.  Go ahead and jump over to the Deliver tab.  We’re going to be emailing the PDF directly to our customer.  By default, there’s an email delivery already setup so let’s edit that and change the To address to our Email merge field that we have in our receipt.  Feel free to change the other settings as well.

Once we have our email delivery finished, it’s time to setup the integration with Bigcommerce.  To help with the integration, we’re going to use our friends over at Zapier which provides an easy way to connect APIs.

Inside Zapier, let’s go ahead and create a new Zap.  For the trigger service, pick Bigcommerce and then pick New Order as the trigger.

On the next step, Zapier is going to have you authenticate your Bigcommerce account and submit a test order to make sure everything is working.  Follow those steps and then move on to the Action step.

For the Action, we’re going to pick WebMerge as the service and then Create Document Merge as the action.

After you authenticate your WebMerge account, you’ll be taken to a page where you need to pick the WebMerge document you want to merge.  Go ahead and pick the receipt template that you just setup and then Zapier will load a list of the merge fields in your receipt.

For each of the merge fields in your receipt, you need to pick the corresponding field from Bigcommerce.  This field mapping tells Zapier how to send your document over to WebMerge so that the information is placed in the correct spot in the receipt.

Once you finish mapping all of the fields, Zapier will have you run a test to make sure everything is working.  Once you are done testing, go ahead and finish the Zap setup and turn on the Zap.

Now that you have your Zap turned on, every time you receive a new order in Bigcommerce, Zapier is going to send the order information over to WebMerge and we’ll generate the receipt.  Pretty cool, right?

Here’s what our receipt looked like for an order:

Congrats, you’re all done!  You can now automatically generate all types of documents from Bigcommerce without lifting a finger.  Can you think of any other ways that you could use WebMerge to streamline your paperwork?

6 min read

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