Blog

How to Automatically Generate Insurance Cards with Ease

Blog

How to Automatically Generate Insurance Cards with Ease

Blog

How to Automatically Generate Insurance Cards with Ease

Blog

How to Automatically Generate Insurance Cards with Ease

Blog

How to Automatically Generate Insurance Cards with Ease

Blog

How to Automatically Generate Insurance Cards with Ease

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Blog

How to Automatically Generate Insurance Cards with Ease

Lacey Jackson
/
January 27, 2014
Blog

How to Automatically Generate Insurance Cards with Ease

MIN
/
January 27, 2014
About the Episode
Episode Highlights
Meet our Guest

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.
Blog

How to Automatically Generate Insurance Cards with Ease

Blog

How to Automatically Generate Insurance Cards with Ease

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If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.
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Infographic

How to Automatically Generate Insurance Cards with Ease

Learn how to automate your membership card generation process and create all of your membership cards in a single push.
Download InfographicDownload Infographic

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.

If you're a healthcare organization, insurance agency, fitness gym, or another business with a need to generate membership cards, Formstack Documents is the tool for you!

Having to manually create membership cards and ensure they're sent to the correct person can be a pain. What if we told you, you could automate your membership card generation process and create all of your membership cards in a single push? With Formstack Documents, it's really that easy! In this example, we are going to show how to create a temporary insurance card from a spreadsheet list of members.

First, we are going to setup our template. We're going to use a fillable PDF so we can collect information like the name of the member, their email address, and their policy number.


Once we've setup our document, we can set up our email delivery so our membership cards send directly to our members. To do this, we're going to go to the Delivery tab, and then edit the email delivery. For the "To" field, we are going to choose "Merge Field," then select Email from the list. Also, we'll want to update the message to provide some information about the card.


After that, we're all ready to upload a list of the members. You'll need to save your document as a CSV (comma separated values) to ensure it's added correctly. Add file with the names of the fields in the first row. Go to the Merge tab, and click the Upload option.

Once you upload the CSV, you'll map the columns in the file to the fields in your document and that's it! We'll merge the cards and email them out.

This is a great way to create a bulk number of cards at once by uploading the data. You can also follow this process using a form builder or CRM to generate membership cards automatically as their information comes to you.It's that easy!

Try this workflow out for yourself by starting a free trial of Formstack Documents today. If you have any questions, please don't hesitate to contact us.
Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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