WebMerge is a popular platform that allows you to easily populate data within your documents and deliver these in a PDF format to your customers. It does much more than this, but for this tutorial, this is what we’re going to be focusing on.
So, if you’re looking at stamping your customers download with their purchase and personal information, combining ThriveCart with WebMerge via Zapier will have this set up in a matter of minutes.
You can watch the video below that walks you through everything, or refer to the article beneath the video.
First, you’ll need
- A WebMerge account (which is free to get started).
- A Zapier account, and
- An editable version of the download you’re supplying your customer (a Word document is typically best here).
We’ll be adding some merge codes to this document so WebMerge knows where to add your customer information.
1. Creating your ThriveCart checkout
First Step is to go ahead and create your checkout in ThriveCart if you’re not already. It’s helpful to do this step first, as you may want to include specific data collected at checkout in your PDF and you’ll want to know what you’re collecting at checkout first.
2. Creating your document with merge codes
Once this is done, the next step is to edit our document we’re sending to the customer with the merge codes that we want to include or stamp the document with. These are essentially placeholders that will be populated by the corresponding data from your ThriveCart account.
A merge code that WebMerge uses will look like this
You replace ‘MERGECODE’ with the different elements you want to add to your document. There’s no specific naming required as we’ll be manually selecting these in Zapier, but it helps to keep things simple.
Let’s look at my example below. I have 4 merge codes I want to popular my document with
These are all pretty straightforward, and very simple, but you can include anything you’d like about the customer when they pay. You could include how much they paid, their IP address, and include these throughout the documents.
Important – One merge code field you do need to add is for the customer email – we’ll be using this to handle delivery later on via WebMerge.
In my example, I’ve got a few bits at the beginning, a personalized introduction, and then in the footer, I’ve got the order number, email, and country of the customer. Just so there’s something on each page of the PDF.
This completely up to you how much or how little you want to include and where you want to include this in your customer’s document.
3. Setting up WebMerge
So now your document’s set up and ready to go, onto setting things up in WebMerge itself.
From your documents area, you’re going to create a new document and select ‘Office Document’ and then uncheck the ‘email delivery’ option. We’re going to set this up ourselves manually in just a minute.
We’re going to give our file a name, (usually your product name) and set the output to be PDF. We can then dynamically set the file name based on the customer’s details. In my example, I’ve chosen the order number.I’ve set my time zone, and because I’m testing, I’ll set this to test mode. When you’re ready to go live. You can set this to Active.
Once saved you can go to the Test tab and enter some example data that you want to complete in the merge codes just so you can get an idea of what the document will look like when it’s sent to your customer.
Finally, for this document, we’ll set the delivery by clicking the Delivery tab and then “New Delivery”.
For the Send email to option, we’ll select the option for Merge field and then the merge code for the customer email.
You can complete all the other fields as you feel you need to, you can also include merge code data in this email to customize it for the customer as well.
The PDF document will be attached to this email automatically by WebMerge.
Once done you can click on Save Delivery.
4. Connecting everything in Zapier
For the purpose of this article, we’ll assume you know how to create a Trigger for ThriveCart in Zapier. See our other Zapier tutorial to learn how if you’re not sure.
For the action, you’re going to want to select WebMerge and then we’re going to be selecting Create Document Merge.
If you’ve not already done so, you’ll need to connect your WebMerge account with Zapier. You’ll need your WebMerge API details which you can get from your Account > API Access area. You’ll create a key and secret key there.
Then editing the action, you’ll want to select your new document in WebMerge and you’ll see all the new merge code fields ready to have data from ThriveCart populate them.
Clicking on the plus button to the side of the field will let you select what element from your ThriveCart trigger you want to include and what data will be added to your PDF document from the checkout.
Once you’ve set these merge codes to use the specific data from ThriveCart that you’d like, you can save this and then test your action.
Once done, enable and save your Zap
Do you want to make your customers document seem more personalised and unique to them? Want to give the impression that you’re creating their specific document individually and it’s going to take a little ‘time’ to put everything together? Simply add a ‘delay’ action in Zapier between your ThriveCart trigger and your WebMerge action.
You can then let your customers know that their special report may take up to X time to complete and be delivered, then set your delay time in Zapier to be roughly the same (make it less to really make them happy).
To double check everything, do a test transaction through your checkout and you’ll have Zapier fire off and send the data to WebMerge who then in return send you the email with your document.
Don’t forget to set your document to Active in WebMerge.