7 Replies Latest reply: Nov 9, 2014 4:48 PM by TheBCMan RSS

    Integrating CRM fields into a media document

    jodybruns Community Member
    jodybruns Sep 26, 2014 1:49 PM

      Can anyone direct me to information on integrating specific CRM fields into a media document? I have a marketing subscription website and am trying to implement a simple 'web to print' function for specific marketing materials for my subscribers. I've created the additional fields in the CRM database for photos, etc; however am trying to figure out the best approach for the end result which is inserting their personalized information into the form for printing.

       

      I have access to Adobe CC so if there is a recommended software to create the marketing template that will interface with the CRM database in BC??

       

      Any suggestions are appreciated - thank you.

       

      Jody

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      • Categories: Content Management and Modules, API/3rd Party Integration, Customer Database, Web Apps, Newbie Corner, General Discussion, Document Guides and Advise
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        • 1. Re: Integrating CRM fields into a media document
          TheBCMan Community Member
          TheBCMan Oct 1, 2014 1:01 AM (in response to jodybruns)

          You need to take a look at the print CSS media type, you can create a custom CSS for printing so when the customer presses the print button it is all formatted correctly for printing. This is a general HTML / CSS thing and nothing to do with BC directly.

          • 2. Re: Integrating CRM fields into a media document
            jodybruns Community Member
            jodybruns Oct 1, 2014 8:03 AM (in response to TheBCMan)

            Thanks, but I don't believe that is what I am looking for. I am trying to figure out the best way to integrate my customer's information INTO a specific marketing piece or document.

             

            For example: When a client logs into the secure zone, it recognizes obviously who the client is; however, I have marketing pieces that I need to tie into the CRM database so the marketing flyer will print with the my client's photo and contact information already embedded into the marketing piece.

            • 3. Re: Integrating CRM fields into a media document
              TheBCMan Community Member
              TheBCMan Oct 1, 2014 5:39 PM (in response to jodybruns)

              When you say "marketing piece" and "media document" are you referring to an HTML page or some sort of PDF or Word? Customizing or personalizing a HTML page isn't a problem, but PDF and other documents not out of the box with BC.

              • 4. Re: Integrating CRM fields into a media document
                jodybruns Community Member
                jodybruns Oct 1, 2014 8:10 PM (in response to TheBCMan)

                Yes, I am trying to figure out a way to customize a pdf document with my client's information for them to send out to their target audience. If BC won't really work well for this, I'm willing to look at 3rd party options if you have any suggestions.

                 

                Jody

                • 5. Re: Integrating CRM fields into a media document
                  TheBCMan Community Member
                  TheBCMan Oct 1, 2014 9:11 PM (in response to jodybruns)

                  Like a mail merge? basically you would be sending out many PDF's with different information per PDF? BC not out of the box, you are going to have to use a HTML to PDF service, there are several out there but they are costly, which is why I didn't use them and did my own. I did something like this for a client where they wanted downloadable PDF's with an admin tool that made the PDF's dynamically. Drop me a private message if you want to know more.

                   

                  There are also pure javascript to PDF conversation but I found nearly all of them didn't render the PDF's correctly unless the page was really really simple (ie. using no CSS)

                  • 6. Re: Integrating CRM fields into a media document
                    Mlanctot Community Member
                    Mlanctot Nov 7, 2014 11:40 AM (in response to TheBCMan)

                    I have a similar issue.  My customer has a bond renewal service.  Electrician or plumber needs to renew their license.  We want them to enter their info, pay the fee and have them get a certificate with their info as a pdf file.  If I can't do this within BC I have a developer that can take that info and do the conversion for me.  Do you know how I can pass that info to his server if he supplies me with a url?

                    • 7. Re: Integrating CRM fields into a media document
                      TheBCMan Community Member
                      TheBCMan Nov 9, 2014 4:48 PM (in response to Mlanctot)

                      Normally you supply a URL to the service and it will render the page as a PDF basically a HTML -> PDF solution, it would depends on how this developer wanted that info.