Demo 9 - Party Invite

Party planer Scenario:

  • The Party planner wants to create a birthday party invitation card.

  • The Party planner also needs to invite more people via email.

How to automate this process with Fillable Slide

Step 1: Prepare a birthday party invitation card

  • The Party planner first prepares an invitation that is listed in Google Slide.

  • The Party planner can add dynamic fields in ${field} format.

Party invite

Step 2: Configure the Dynamic Fields

  • Open Fillable Slide on the prepared Google Slide Template.

  • Dynamic fields found in the template will be automatically identified by Fillable Slide.

  • By default, the field types are text.

  • Configure different types (name, percentage, etc) and other configurations as required.

Step 3: Configure Settings

Go to the settings tab and configure the destination folder and spreadsheet here.

  • Setup the destination spreadsheet to store the form submissions.

  • Setup the destination folder to store the generated slides and PDFs.

  • Setup the Email Template so that the party planner can send PDFs to guests with the required custom message.

Step 4: Publish Document

  • The party planner will publish the template to his guests by clicking Publish Form.

  • If you don't want to keep track of guest activity (like user email) switch off Always ask Google login before publishing in Publish settings.

  • The party planner will generate the invite link and for all guests by mail.

Step 5: Guest submitting data in the Form

  • The Guests can submit the form.

Step 6: Submit the form.

Step 7: Submitted Data stored in Google Sheet instantaneously.

  • The Party planner can see the submitted data in the Google sheet immediately.

Note: If you have submitted the form in the previous step, you should see your submitted data here.

If you are not able to see the data you have added, then please refresh the page and try

Party invite_config

To see the submitted records, the Party planner needs to follow the following steps below.

  1. Open the "Fillable Slide" add-on from the Google Document.

  2. Click on "Open Web Form"

  3. Click on the "Form Responses" icon on the toolbar.

  4. Click on a record to select for generating the slide.

5. Click on "Generate" to generate the merged slide.

Below is a sample generated slide and screenshot for email delivery.

The Party planner can generate multiple slides based on records needed. (have a look)

Sample Generated Slide

The Party planner can send generated document as Email by clicking on "Send as Email".

Hope you enjoyed the demo and now you can use it in practice in your education.