Blog

Create Invitations from Google Forms with Formstack Documents

Blog

Create Invitations from Google Forms with Formstack Documents

Blog

Create Invitations from Google Forms with Formstack Documents

Blog

Create Invitations from Google Forms with Formstack Documents

Blog

Create Invitations from Google Forms with Formstack Documents

Blog

Create Invitations from Google Forms with Formstack Documents

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Blog

Create Invitations from Google Forms with Formstack Documents

Formstack
/
September 9, 2014
Blog

Create Invitations from Google Forms with Formstack Documents

MIN
/
September 9, 2014
About the Episode
Episode Highlights
Meet our Guest

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
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Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

Blog

Create Invitations from Google Forms with Formstack Documents

Blog

Create Invitations from Google Forms with Formstack Documents

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In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

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Infographic

Create Invitations from Google Forms with Formstack Documents

Follow this quick tutorial for creating event invitations with Google Forms and Formstack Documents.
Download InfographicDownload Infographic

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

In this tutorial, we'll show you how to use Formstack Documents, Google Forms, and Google Spreadsheets to create personalized invitations. If you are an event planner, you probably have plenty of experience using spreadsheets to organize guest data. In this tutorial, you'll learn how Formstack Documents can help you transfer data from a spreadsheet into a custom template document to create personalized invitations that you can have delivered to your guests.
Â

Step One: Upload your template document to Formstack Documents.

Uploading your template document to Formstack Documents is easy.  Simply add merge fields to your document in place of spreadsheet data. For example, a merge field to capture a customer name would be notated as {$customer_name}. You can create your template using our Document Builder or Microsoft Word. Here's an example of a template invitation with merge fields for the guest's name.




As you can see, you can include images and custom fonts. Formstack Documents will customize the document by transferring the information of each of your guests from your spreadsheet into your template document.

Step Two: Configure your document settings and delivery options

Next, you can specify the format of your final document. PDF is a good format if you'll be sending the document directly to the guest. In the second part of this step, you can choose what you want Formstack Documents to do with the document in terms of delivery. You can have send it directly to your guests, upload a copy to your CRM, or save it to a cloud-based storage tool, like Dropbox.


Step 3: Google Forms, Spreadsheets, and Uploading Data to Formstack Documents

When you use Google Forms you can specify that you want to store the information collected through the form in a Google Spreadsheet. Here we have our Google Form and the Responses Spreadsheet.

Google Forms Example for WebMerge Invitation



Google Spreadsheet of Responses from Form for WebMerge Invitation



Now, in order to populate our custom invitation with the responses, we save our spreadsheet as a CSV file, go to Formstack Documents, and upload the CSV data. Click: File -> Download As -> CSV in the Google Spreadsheet menu.  When you have your CSV file downloaded the next step is to upload and sync the data to your template through Formstack Documents.

Step 4: Syncing your Spreadsheet data with your Template Document

At Formstack Documents, in the last step, under the merge tab, you can upload your CSV file and map it to the merge fields in your template.  Upload the file and select the fields from your responses spreadsheet that you want to match to the merge fields in your template.

Once you click Merge the Data, your template will be customized and your documents will be delivered to your cloud storage account!


There are many ways to use Formstack Documents to streamline your event planning workflows. From custom invitations to tickets and receipts, Formstack Documents is here to take some of the event planning burden off of your plate. If you're ready to get started with this workflow, check out our free, 14-day trial.

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