Create WebMerge personalized documents for Survey Anyplace responses
When this happensStep 1: New Survey Response
Then do thisStep 2: Create Document Merge
When someone takes your survey, assessment or quiz, a great way to create engagement is to send a personalized report to that person based on the results of the questionnaire. But compiling such a report manually requires a lot of effort.
With this Zapier workflow and a WebMerge template, you can automatically create documents based on your survey data—and send it back to the contact. Your prospects will receive a personalized report, increasing the chance they will convert to the next step in your sales funnel.
How this Survey Anyplace - WebMerge integration works:
- Someone takes a Survey Anyplace survey, quiz, or assessment
- Zapier sends the data to WebMerge, where it creates a personalized document (PDF or Word) and emails it to the respondent
- Survey Anyplace