Constant Contact

Communication with leads and customers is an important part of running a successful business.  With a tool like Constant Contact, you can easily run email campaigns to keep in touch with your customers – sending them updates, offers, and more.

With everybody sending emails these days, they can easily be overlooked in someone’s inbox.  It’s a good idea to go back to the basics of actual mailing offers to customers.  With Formstack Documents you can automatically generate letters, coupons, offers and more, then use Lob to mail the documents.

In this example, we’re going to show you how to send a thank you letter to new contacts that are added to our Constant Contact lists.  To help with the integration between Constant Contact and Formstack Documents, we’re going to use our friends over at Zapier.

To get started, we’re going to set up our letter template using a Word document.  Inside our template, we’re going to add our logo and other letter details.  Then for the spots that we want our contact’s information to go, we’re going to use merge fields like {$FirstName}, {$LastName}, etc.

Here’s what our letter template looks like:

Once we have our template finished, we’re going to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.

After you’ve uploaded your template, you’ll be taken to the Settings tab where 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 generate a PDF and we’re going to include the name of our contact in the file name.

Next, we’re going to set up the delivery of our document to Lob so that the letter will automatically be printed and mailed.  From the Deliver tab, click the New Delivery button and pick Lob.  After you enter your Lob API Key, you’ll need to pick the merge fields that hold your contact’s address.  If you don’t have those merge fields in your document, simply choose <<Other>> from the dropdown then type in something like {$StreetAddress}, {$City}, etc.

After we save our Lob delivery settings, we’re ready to set up the integration with Constant Contact using Zapier.  Zapier will automatically detect new contacts on our list and send the information over to Formstack Documents.

Inside Zapier, go ahead and create a New Zap.  For the Trigger, we’re going to choose Constant Contact as the service and then New Contact as the trigger.

After you authenticate your Constant Contact account, Zapier is going to load a recent contact to make sure everything is working correctly.  Follow those steps and move on.

Next, we’re going to set up the Action of our Zap.  For the service, we’re going to choose Formstack Documents and then Create Document Merge as the action.

After you’ve authenticated your Formstack Documents account, Zapier is going to load a list of the WebMerge documents in your account.  Go ahead and pick the letter template that you just setup.

Once you pick the letter template, Zapier will load a list of all the merge fields in your document.  For each of the merge fields, you need to match up the associated Constant Contact field.  This tells Zapier how to send the data over to Formstack Documents so it gets populated in the correct spot on your template.

After 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!  Log in to Constant Contact and add a new contact.  Zapier will detect this new contact and send the information over to Formstack Document where your letter will be generated and sent over to Lob.

Here's what our merged letter looked like:

Congrats, you’re all finished!  You can now automatically generate all kinds of documents from your Constant Contact account.  Can you think of any other ways that you could use Formstack Documents to simplify your paperwork process?

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