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Get more done with Tidio and Xpressdocs integration

Trigger an Xpressdocs mail piece from a Tidio chat and track the order status.

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Contact sales

Integration availability depends on your Tidio plan.

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Category

Advertising

Integration availability depends on your Tidio plan.

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Use cases

What you can do with Tidio and Xpressdocs

Send the brochure they asked for

A prospect wants something printed. The chat collects the address and places the Xpressdocs order, so nobody keeps a list of requests to process on Friday.

Answer where is my mailing

The Xpressdocs order and shipping status show in Tidio, so a franchisee asking about their postcards gets a date rather than a guess.

Keep the branding intact

Chat can only order approved Xpressdocs templates, so a local office gets personalized mail without redesigning the logo.

Follow a good conversation with paper

A high value customer who solved a problem in chat can receive a printed thank you through Xpressdocs, which stands out more than another email.

Overview

Xpressdocs prints and mails the physical pieces a distributed marketing team sends, with brand templates the local office cannot break. Connect Xpressdocs and Tidio with Zapier, Make or the Tidio API and a conversation can trigger a print order, such as a brochure a prospect asked for, while the order status comes back into the chat. The follow up gets sent instead of remembered.

Key features

  • Mail triggered from chat A conversation can place an Xpressdocs print order.
  • Address taken once The address the visitor gave goes straight to the order.
  • Order status in the panel Agents see where the Xpressdocs order and delivery are.
  • Brand templates kept Only approved Xpressdocs templates can be ordered.
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Xpressdocs

Advertising

Tags

  • Conversion Tracking

  • Marketing Automation

How it works

Connect Xpressdocs in minutes

  1. 1

    Connect Xpressdocs and Tidio with Zapier or the Tidio API

    The Xpressdocs API places orders and returns status. Authorize it in your automation tool, or run the calls from a small service you host.

  2. 2

    Validate the address before ordering

    Print costs money and mail cannot be recalled. Check the address the visitor typed, and confirm it back to them in the chat before the order goes.

  3. 3

    Restrict the template list

    Give chat a small set of Xpressdocs templates and a spend limit, so a well meaning agent cannot order a thousand pieces.

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Frequently asked questions

Common questions about the Xpressdocs integration

Should an agent be able to spend money from a chat?

With limits. Cap the quantity and the templates a chat can order in Xpressdocs, and log every order against the conversation. Print is one of the few chat actions you cannot undo.

How do we handle a bad address?

Validate it before the Xpressdocs order and confirm it back to the customer in the conversation. A returned mail piece costs more than the extra message.

Can this work for franchise networks?

That is the usual case. Each location's chat can order from its own Xpressdocs templates and budget, while the brand controls what those templates look like.

Is the Xpressdocs integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Xpressdocs integration.