Email marketing is a great way to keep in touch with your prospects and customers.  With a tool like Drip, you can set up marketing automation to maximize your marketing efforts.  From landing pages to campaign tracking, Drip has you covered.

With Formstack Documents, you can continue your automation efforts by automatically generating documents such as letters, contracts, and more.  For this example, we’re going to show you how to automatically send Welcome Letters to new subscribers in Drip.  We’ll also be using Lob to automatically print and mail our letters!

To get started, we’re going to set up the template for our letter using a Word document.  Inside our Word document, we’re going to enter our normal letter contents and then for the spots that we want to enter our subscriber’s information, we’re going to enter merge fields like {$FirstName}, {$LastName}, {$StreetAddress}, etc.

Here’s what our template looks like:

Once we have our template ready, we need 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 upload your template, you’re going to be taken to the Settings tab where you can change various settings 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 subscriber in the file name.

Next, we’re going to set up the delivery of our document so that it is automatically sent over to Lob for print and mailing.  On the Deliver tab, click the New Delivery button and select Lob from the list.  After you enter your Lob API Key, you’ll need to pick the merge fields for the subscriber’s address.  If you don’t have any of the merge fields in your document, pick <<Other>> and then enter the merge field there.

After you have saved your Lob delivery, we’re done with the setup process in Formstack Documents and we’re ready to integrate with Drip.  To help with the integration, we’re going to use our friends over at Zapier.

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

After you authenticate your Drip account, Zapier is going to load a test subscriber 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.

Once you authenticate your Formstack Documents account, Zapier is going to load a list of all the documents in your Formstack Documents account.  Go ahead and pick the letter template that you just set up and Zapier will load a list of all the merge fields in your template.

For each of the merge fields in your document, you need to pick the corresponding field from Drip.  This tells Zapier how to send your data over to Formstack Documents to that it gets populated in the correct spot on your template.

Once you have all of your merge fields matched up, go ahead and save your Zap and we’re ready for a test!  Login to Drip and add a new subscriber.  Zapier will detect this new subscriber and send the data over to Formstack Documents and your letter will be generated.

Here’s what our merged letter looked like:

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

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