I have quite an interesting problem to share with you today, maybe you can help me out with this one:
So … for my online shop, if a customer orders, he gets a personally customised certificate with the name, the amount of products bought & the date on it.
So far, this whole process has been done entirely manually by me, so → A customer places an order. Then I have my certificate template on Microsoft Word and customise it with the information from the Shopify order. There are 3 pieces of information that are customised in the template of the certificate: the customer’s name, the amount of products bought & the date of the order.
After customising it I save it as a PDF-Document and then go to my mail account and send the certificate via mail to the customer by attaching it to a saved pre-made mail text, where I only have to add the first name of the customer.
Quite a complicated way, right? Since I got more and more orders lately and I have to do this process for every single customer individually, it is already taking me hours daily to send out these certificates.
Therefore I am in urgent need of an automised solution for this problem. Even only automising parts of this process would be so helpful, for example creating all the certificate with a CSV-file or something like that … I really am clueless.
I highly doubt that any of you ever has faced such a situation, but still I am looking forward to any of your creative ideas, thank you in advance.
Very cool - I wish I received a personalized certificate with every order I made! Nicely done on the rising number of orders.
You could build an automation rather quickly and easily using Parabola.io. You could do this by connecting to the Shopify API, pulling in order data, manipulating the data to only include the customer’s name, amount of products purchased, and the order date (formatted as you like), and then export the data as an Excel File. Parabola has a native Shopify integration, making it extremely easy to pull this data in, and send data back to Shopify if you choose.
You could then set the automation to run, for example, every morning at 7am, and the report would generate in your sleep
As for the certificate generation, I found this awesome Youtube video that demonstrates how to populate certificates in Microsoft Word using data from an Excel file.
All that is left is the email, and SendGrid might be a good option here (although honestly I’m not too familiar). Parabola also natively integrates with Sendgrid.
By the way, you can also use Parabola to automate inventory updates in bulk, generate reports from product sales, export and clean data, the list goes on. As a disclaimer, I am a Parabola employee, and you can feel free to follow up with any questions at adam@parabola.io if you choose to try the product.
