Online Shop
Collect your orders with Google Forms
This example shows how you can use Google Forms to handle your orders, collect them in a Spreadsheet and leverage Ultradox to send out nice confirmation emails with the invoice attached whenever a user submits the form. We have created a sample shop called Cookie Monster.
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Getting started
To run this example, please make sure that the Ultradox Trigger and the Ultradox Template Editor Add-ons are properly installed.
After you have logged in to Ultradox and copied the example to Google Drive, you will find a number of files in the project folder:
Open the project folder on google drive
In the project folder you will find two Google Documents: Cookie Monster Confirmation and Cookie Monster Invoice. The first document is used to generate the nice confirmation email and the second one will be used as a template to generate the PDF invoice that will be attached.
You can open the documents right from Google Drive or by clicking on the edit icon in the building block referencing these docs.
The Cookie Monster Orders Spreadsheet is used to collect all the orders and the Invoices folder will contain all the generated invoices so that you can easily find and resend invoices on demand.
The red Cookie Monster Orders file is the Ultradoc that contains all the actions to be performed whenever a user submits the form.
On the root level of your Google Drive you will also find a file called Copy of Cookie Monster Orders which is the Google Form that the users will fill out. You may want to rename this file and move it into the Online Shop folder to keep all files in a single place.
Activation
After you have copied the example, the form will not trigger your Ultradox when users submit the form. To activate the trigger, open the Spreadsheet and launch the Ultradox Trigger from the Add-ons menu.
Activate the trigger
In the Google Sheet you will find an Add-on menu that allows you to open the Ultradox Trigger sidebar.
If you do not see the Ultradox Trigger submenu, click on Get add-ons..., search and install the Ultradox Trigger Add-on.
In the sidebar you will find a section where you can activate or deactivate the trigger. If you activate your very first trigger, you will have to grant access to the script that manages the triggers.
Once the trigger is enabled, you can go to the live form by clicking on Form -> Go to live form to test if everything runs as expected.
Fill out the form and use your own email address to find the order confirmation and invoice in your inbox. In the spreadsheet you will find the order as soon as the user submits the form.
When generating the invoice the spreadsheet row containing the order will be updated so that you can find a link to the generated invoice and the date when the confirmation mail has been sent out.
The Ultradox Trigger not only allows you to run the configured actions whenever a user submits the form.
You can also run the actions by simply selecting a single row or multiple rows and click on the run icon.
This is not only useful for testing but also great, if you want to send out newsletters to your customers, re-generate invoices etc.
This example is using a SmartLink that can be used to track whenever a user clicks on a link in the confirmation mail.
The confirmation email contains a link to a special offer. Whenever the user click on that link the spreadsheet will immediately update and show the timestamp when a clicked on the link.
Questions and Feedback
If you have any comments on this guide, feel free to add them right to the Google document that we are using to create this site.
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Last Updated: 11/21/16
