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Integrate with Avada Email Marketing
💡 Note
Who can use this features?
This feature is available for all plans
What is the feature?
This integration connects your PDF Invoice system with AVADA Email Marketing, enabling automatic sending of PDF invoices through email workflows. The setup involves connecting both apps, configuring invoice templates, and creating automated email sequences.
How does it benefit?
- Automate invoice delivery through email workflows
- Ensure customers receive properly formatted PDF invoices
- Customize email templates and sending schedules
- Track invoice delivery through email analytics
- Streamline order documentation process
Step-by-step guide
Install Required App
- Install both Avada Email Marketing (opens in a new tab) and PDF Invoice
Connect Apps with Credentials
- Get App ID and Secret Key from Email Marketing
- Enter keys in PDF Invoice Integration section
Configure PDF Invoice Settings
- Create templates and store information
- Set up automation email options
Create Email Workflow
- Set up new automation in Email Marketing
- Choose PDF Invoice integration
- Customize email templates and triggers
Integrate with Avada Email Marketing (opens in a new tab)
Helpful notes
💡 Note
Only one app can send PDF Invoice emails - choose either PDF Invoice OR Email Marketing
💡 Note
You must install both apps before starting the integration
💡 Note
Always save your credentials in a secure location
Conclusion
After completing these steps, your PDF Invoice system will be fully integrated with AVADA Email Marketing. Your customers will automatically receive professionally formatted PDF invoices through your email workflows. Remember to test the automation to ensure proper delivery and formatting.