Tip of the fortnight 3 - Create merged documents with form responses
Hello fellow form builders,
It's another fortnight, and I am back with an exciting new tip. In the previous post, we discussed how to deliver the
PDFs of the submitted form to your customers. To continue with this process, let's take a look at how to create dynamic documents with the responses that fall in your form.
Sending
Order
Receipts upon successful purchases,
Interview
Call
Letters to chosen candidates,
Invoices for your customers,
Certificates on course completion, etc, is crucial for your business. Instead of the default process of manually entering in form data into an external document and dealing with the chaos of paper documents, I'll share a useful solution!
Using this tip, you can quickly integrate your document template with the form you create, and automate them as customized documents by merging the form responses. This ensures that there is no room for manual errors during the pre-filling process. Let's take a deep dive to understand how it's done!
Leave your mark
Whether it's an
Order
Invoice or a
Sales
Contract, the scenarios require customized solutions. To satisfy this, create custom documents using Zoho Writer or WebMerge by adding your company logo, tables, etc. and design them to reflect your business.
Here's a preview of how a document will look inside Zoho Writer (I've illustrated an
Order
Invoice and an
Interview
Invitation here). Include your form responses inside the document by clicking the field labels under
INSERT FIELDS header.
We've learned how to construct various documents as per business needs, and now let's explore the different ways it can be sent to your customers.
Deliver to every submitter
If you want all of your customers to receive the document (say, an
Order
Receipt), try setting up an
automated email by configuring the customer's email as the
To address and include the merged document as an attachment. This configuration delivers custom documents right away when the customers make a form submission.
Deliver to specific submitters
If you want to analyze all your received form entries and send the documents to a few of the customers (say, a
Course
Completion
Certificate), you can follow our
manual workflow. For a Zoho Writer document, configure the email set up in the
Merge
and
Send
Email tab that appears. You can check the status of the document (if it is successfully merged or sent) by routing to the
Mail
Merge
Status column under the
All
Entries/
Report section. You will receive a success message like this.
That's all there is to it! Try this out and get started with the document merge for your forms by learning the set up from our
help documentation. And, it's a wrap! What are the different documents you create for your business? Comment below - we'd love to hear from you!
Until next fortnight,
Prasana.
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Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aTip #2: Prefill forms automatically with existing Zoho CRM data
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When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering theTip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
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