Universe

With an event platform like Universe, you can easily promote your event, sells tickets, and manage your attendees.  Universe takes all the hard out of managing your event so you can focus on giving your attendees the best experience.

Another way you can simply your event process is by using WebMerge to automatically generate waivers, invoices, and other type of documents from your attendee information.

In this example, we’re going to show you how to use WebMerge to automatically generate waivers from Universe when a new attendee purchases a ticket and then gather signature via DocuSign.

To get started, we’re going to setup our waiver template using a Word document.  Inside the Word document, we’re going to add our boilerplate waiver info and then for the spots that we want our attendee info to go, we’re going to add merge fields that look like {$FirstName}, {$Email}, etc.

Here’s what our wavier template looks like:
 


Since we are collecting the signature of our attendee using DocuSign, we need to add a signature tag to the document so that DocuSign knows where to place the signature.  This tag looks like:    \s1\
 


Once you have your template ready to go, 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, you’ll pick Office Document as the document type and then pick the file from your computer.
 


Next, you’ll be taken to the Settings tab where you can updated options like that type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and we’ll include the name of our attendee in the file name.

Also, we’re going to turn on Debug Mode and the Field Map (under Advanced Settings) so that we can see the data that’s coming over from Universe to map to our merge fields.  More on that later.
 


Next, we’re going to setup our integration with DocuSign so that the waiver is automatically sent out for signature.  Under the Deliver tab, click the New Delivery button and select DocuSign from the list.  Once you have authenticated your DocuSign account, you’ll see the options for the integration.

You’ll need to indicate the name and the email address of the signer.   Feel free to customize any of the other settings.
 


To integrate with Universe, we’re going to leverage their Webhook functionality which will automatically send new attendee data directly to your document.  For the webhook, we need to get our document’s Merge URL which can be found on the Merge tab.
 


Inside Universe, we’re going to take our document’s Merge URL and we’re going to add a new webhook with that URL. 
 


Now that we have our webhook setup, we need to trigger a test so we can map the fields from the webhook to our document’s merge fields (using the Field Map in WebMerge).  Go ahead and add a new attendee from the management panel in Universe. This will trigger a webhook to send data to your document.

Inside WebMerge, go to the Overview tab of your document and you should see a View Data button in the Recent Merge section.  Click that button and you’ll be able to see all the data that’s sent over from Universe and what merge fields to use.
 


Taking those fields that are in the View Data popup, we need to add them to our Field Map so that the data goes into our document.  Here’s what that looks like:
 


After you’ve matched up all of your fields in the Field Map, we’re ready to run a real test!  Go ahead and add another attendee to Universe.  That data will be sent over to WebMerge and your waiver will be sent to DocuSign for signature.

Here’s what our waiver looks like ready for signature in DocuSign:
 


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

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