Using Webmerge and Keap / Infusionsoft to create great looking printed and emailed proposals – automatically
Using Webmerge and Keap / Infusionsoft to create great looking printed and emailed proposals – automatically
Just recently I have been using Webmerge and Keap / Infusionsoft to create great looking documents such as letters, proposals, invoices and more – automatically.
So as part of your automation workflow with Keap / Infusionsoft (and over 100 other online tools) you can print and deliver quality documents.
With all CRMs and marketing automation systems, including Keap / Infusionsoft “out of the box” you will struggle to print and delivery fancy formatted proposal documents with mail merged custom data.
But for clients recently I been using Webmerge.me to great effect.
Did you find this content useful?
Sign up for my free Marketing Hints, Tips and Hacks email newsletter every Tuesday at 11am.
So you start by creating the fully formatted document in Word and embed your chosen merge fields. You then upload the document.
Then in Webmerge you map the Keap / Infusionsoft data fields to the merge fields in the document.
Here is more detail in the video.
So overall Webmerge.me is a very powerful tool if you are looking to create high quality, highly personalised documents such as proposals, invoices, contracts (it can be linked to Docusign too.)
Julian
Katrina Jones – Propery Rental / Online Courses
Absolutely incredible! ... THANK YOU JULIAN. Total expert.…
Absolutely incredible! I spent hours on YouTube and on the phone to different people trying to figure out Keap / Infusionsoft for myself, and Julian has been nothing short of a life saver. Within one and a half hours (one of which was complimentary which was so generous) I have built my first entire campaign, improved my lead capture landing page, been taught tags, sequences and timers, put over 3000 into my first campaign (all at different points) and have never felt so confident with a piece of software in my life! Within 20 minutes of sending my first email - I've had an email from someone wanting to buy my product and I haven't even tried to sell it yet!!! THANK YOU JULIAN. Total expert.
What is Entrepreneurs Circle Coaching and how can it help you?
As an Entrepreneurs Circle coach, I work with small business owners to crack the rhythmic acquisition of customers, so that the business delivers the profits and drawings that you require. The Entrepreneurs Marketing System is fundamental to coaching and has been developed by the Entrepreneurs Circle over the past 10 years while successfully working with thousands of small business owners.
Interested? Request a full information pack to mull over with a brew.