Case Study: Creating Personalized E-Books with involve.me, Zapier, and PDFMonkey

Personalization can go above and beyond the “Hello [Name]”.

Can you imagine creating a unique ebook for every customer based on their needs? It’s more than possible. 

To make it happen, one of our clients - Administrate - has created an extensive survey/assessment with involve.me and then integrated it to PDFMonkey to send out a personalized e-book based on users’ responses. 

In this case study, we explore how a company successfully automated such a personalized experience solely based on assessment responses:

About Administrate 

Administrate offers a cutting-edge training management platform, dedicated to helping enterprises optimize their learning and development processes. Their versatile, cloud-based software is both comprehensive and highly customizable. 

They empower organizations to efficiently and effectively manage their training and learning initiatives, aligning them with crucial business outcomes. With a trusted track record, they have gained the confidence of hundreds of companies and millions of learners.

Challenge

Design an impactful lead magnet that serves a dual purpose: expanding an email list and delivering valuable content. This not only builds trust and credibility but also helps establish connections with potential customers.

Let’s talk about technicalities though. Administrate made a promise - to send a PDF report of the assessment with the score for each category and insights right after the user completes the in-depth assessment, which takes at least 10 minutes.

This type of PDF with personalized results is an appealing branded product. To bring it to life, the company employed involve.me to create the embeddable assessment, PDFMonkey to compile all the elements of the e-books based on the assessment answers, and finally, Zapier to seamlessly integrate both tools.

How is It Technically Possible? 

Let's explore the process step by step.

Step 1: Create an Assessment with involve.me

involve.me is the AI quiz funnel builder with built-in email automation. Build quizzes, assessments, calculators, product recommendation flows, landing pages, and forms in one editor, then trigger follow-up email sequences from any answer or score.

Using the same editor and content elements you can create all kinds of interactive content for your website - personality quizzes, product finders, customer feedback forms, etc. 

Pro Tip: Generate a full quiz funnel in seconds with the involve.me AI Agent, then customize questions, scoring, outcomes, and the follow-up email sequence.

Administrate developed the assessment by using the Multiple Choice content element for asking in-depth questions, keeping the process straightforward and user-friendly.

involve.me sends personalized follow-up emails through built-in Automations. For unique per-participant PDFs, route the submission data through Zapier to a document tool like PDFMonkey, then have Automations email the file.

To achieve this, you would need to use a third-party tool like PDFMonkey or any other with similar capabilities.

Step 2: Create a PDF Using a PDFMonkey

PDFMonkey, much like involve.me, has long embraced the LowCode/NoCode movement. Through customizable pre-designed templates, you can effortlessly create various sections of your PDF. Here's how:

• Log in to PDFMonkey and click on “Add a Template”

• You can start editing either in the Code- or Visual mode

• Use {{}} tags for the text that you want to later replace with data from involve.me

  • ie {{name}}, {{outcome}}

• Make sure to add some test data to be able to use the preview function

Step 3: Send Data From involve.me to PDFMonkey Using Zapier

Establish a new Zap by connecting involve.me on the left with PDFMonkey on the right within Zapier.

For additional insights on integrating your involve.me project with Zapier, please refer to our Zapier article.

Once the Zap has been configured with the involve.me input data, make sure to select the “Generate Document” action of the PDFMonkey app.

Then map the involve.me form’s fields to the PDFMonkey variables.

Lastly, configure a new action in the Zap that will send the generated PDF files via email. 

Important: If you require assistance with configuring PDFMonkey within Zapier, consult the PDFMonkey documentation on 'Generating a Document Using Zapier.' 

Step 4: View Analytics in involve.me

To access comprehensive insights, including the number of completed assessments, drop-off rates, and participants' geographical locations, you can use the native analytics within involve.me. Sync the contact to Google Sheets or any CRM through 50+ native integrations, or keep follow-up inside involve.me: the contact lives in the Contact Timeline with score, answers, and every email open and click attached.

Benefits of Personalized PDFs

The implementation of personalized e-books, driven by survey/assessment responses, brought forth an array of notable benefits: 

Heightened User Engagement

The impact of personalization deeply resonated with users. Participants are motivated to dedicate 10 minutes to complete the assessment, knowing that personalized results await them.

Insightful Data Analytics

Assessment responses yielded valuable data insights, which Administrate used to refine their marketing strategies and product offerings.

Enhanced Customer Satisfaction

Users highly valued the personalized approach, which not only enhanced the brand's reputation but also fostered increased customer satisfaction. The e-books were regarded as invaluable resources, solidifying the relationship between Administrate and its audience.

Operational Efficiency (when Using a Lifehack from This Case Study!)

The automated process of data transfer and e-book creation reduced the need for manual intervention, ensuring scalability without added operational costs.

Final Words

To offer your audience a similar personalized experience, begin by creating a compelling lead magnet, such as a quiz, survey, or knowledge test. Based on your audience's responses, you can then deliver a tailored e-book with sections that specifically pique their interest.

For instance, for leads who are still unfamiliar with your solution, provide comprehensive industry insights while gradually introducing your product as a solution to their needs. In the case of an audience already aware of their problem and solution, the e-book can focus on showcasing your product's features and benefits.

Implementing this kind of automation can greatly optimize your marketing efforts and save your team a substantial amount of time.

Get started by crafting your lead magnet using one of our free templates.