How Marketers use Fillable Document
Fillable Document can be used by Marketers for various purposes like capturing Leads etc. Let us see how all ways Fillable Document is used by marketers.
Capture Leads
Consider you are a marketer of a company. You are planning to capture leads from the data given by the customers. So you have created a form and shared it with random customers from your company and once they submit it you will receive all their details. In this case
Once the customer submits the form
The customer should receive an email with the generated document.
The document should be generated in PDF & Google docs format.
Also, you should receive an email with the generated document.
How Fillable Document is used here:
A templated document is created and configured using Fillable Document.
An Email Template is created and configured.
The document is published and sent to the customer via email.
So once the customer submits the published document the document will be generated and sent to the customer via email.
Also, the email template is configured in such a way that you should receive an email with the generated document.
Apps used:
Google Document
Email
Google Sheets
Google Drive
Product Feedback
Consider you are a marketer and you are marketing your company products to the worldwide market. Now you need to know what your customers feel about your product so you ask for feedback from your customers. Once the customer submits the feedback
The customer should receive an email with the generated feedback.
Also, you should receive an email with the generated feedback.
Here you can use Fillable Document for this process.
How Fillable Document is used here:
A templated document is created and configured using Fillable Document.
An Email Template is created and configured.
The document is published and sent to the customer via email.
So once the customer submits the published document the document will be generated and sent to the customer via email.
Also, the email template is configured in such a way that you should receive an email with the generated feedback document.
Apps used:
Google Document
Email
Google Sheets
Google Drive
Brochure
Consider you are a marketer of a company. A company is interested in working with you and want to know more about your products so they are requesting a brochure from you. In this case, you can use Fillable Document to generate brochures.
Once the document is submitted
The company should receive an email with the generated brochure.
Also, you should receive an email with the generated brochure.
How Fillable Document is used here:
A templated document is created and configured using Fillable Document.
An Email Template is created and configured.
So once you submit the published document the brochure will be generated and sent to the customer via email.
Also, the email template is configured in such a way that you should receive an email with the generated brochure.
Apps used:
Google Document
Email
Google Sheets
Google Drive
Whitepaper
Consider you are a marketer and you are marketing for several companies. One of your customers requested you to sell his product to another company's user base. You are not aware of the services that the product is providing. In this case, you can ask your customer to provide a white paper of their product so that you can learn about the product. Here you can use Fillable document.
Once the customer submits the document
You should receive an email with the generated Whitepaper.
How Fillable Document is used here:
A templated document is created and configured using Fillable Document.
An Email Template is created and configured.
The document is published and sent to the customer via email.
So once the customer submits the published document the whitepaper will be generated and sent to you via email.
Apps used:
Google Document
Email
Google Sheets
Google Drive