How to Send Discount Vouchers to Customers via WhatsApp Using Pabbly Connect and Instamojo

Learn how to send discount vouchers to customers via WhatsApp using Pabbly Connect and Instamojo with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send discount vouchers to customers via WhatsApp using Pabbly Connect, you need to start by accessing the Pabbly Connect platform. Begin by navigating to Pabbly Connect’s website and either signing in or creating a new account if you are a first-time user. Pabbly Connect offers a seamless way to automate workflows without needing any coding skills. using Pabbly Connect

Once logged in, locate the option to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Send Discount Vouchers via WhatsApp on New Instamojo Payment’. After naming your workflow, click on ‘Create’ to proceed to the next step where you will set up the trigger and action.

2. Integrating Instamojo with Pabbly Connect

In this step, you will set up Instamojo as the trigger application in Pabbly Connect. Search for ‘Instamojo V2’ in the application list and select it. For the trigger event, choose ‘Successful Payment’, which will activate the workflow whenever a new payment is made on your Instamojo account. using Pabbly Connect

• Select ‘Instamojo V2’ as the trigger application.
• Choose ‘Successful Payment’ as the trigger event.
• Copy the provided webhook URL to connect to your Instamojo account.

Next, navigate to your Instamojo account and enable the webhook feature by pasting the copied URL into the appropriate field. Save the settings to establish the connection. This integration ensures that every successful payment will trigger an automated response through Pabbly Connect.

3. Sending WhatsApp Messages via Pabbly Connect

Once the trigger is set, the next step involves configuring the action application, which will be WhatsApp Cloud API. In Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it. For the action event, choose ‘Send Template Message’, which allows you to send a predefined message template to customers. using Pabbly Connect

To connect your WhatsApp account, you will need to provide the token, phone number ID, and WhatsApp business account ID. These credentials can be obtained from the WhatsApp Cloud API setup guide. After entering these details, click on ‘Save’ to establish the connection.

• Select ‘WhatsApp Cloud API’ as the action application.
• Choose ‘Send Template Message’ as the action event.
• Input your WhatsApp account details to connect.

This setup ensures that every time a successful payment is recorded, Pabbly Connect will automatically send a WhatsApp message with the discount voucher to the customer, enhancing customer engagement and satisfaction.

4. Mapping Data for Personalized Messages

In this section, you will learn how to map the data received from Instamojo to personalize the WhatsApp messages sent to your customers. Within the Pabbly Connect workflow, you will be prompted to enter details for the WhatsApp message template. Here, you can map the customer’s name and other relevant information directly from the previous step. using Pabbly Connect

For example, in the recipient mobile number field, ensure to map the customer’s phone number from the Instamojo payment details. This mapping allows Pabbly Connect to dynamically insert the correct customer information into the message template during each transaction.

Map the recipient’s mobile number from the payment data. Insert the discount voucher PDF URL in the header document URL field. Personalize the message body with customer-specific information.

Completing this mapping ensures that every message sent is tailored to the individual customer, enhancing their experience and encouraging repeat purchases through personalized communication.

5. Testing and Finalizing the Workflow

After configuring the mapping, it is essential to test the workflow to ensure everything functions correctly. Conduct a test payment through your Instamojo account to simulate a real transaction. Once the payment is successful, Pabbly Connect should capture the payment details and trigger the WhatsApp message automatically. using Pabbly Connect

Check your WhatsApp account to confirm that the discount voucher message was received as intended. If the message appears correctly, your workflow is successfully set up. If not, revisit the mapping and connection settings to troubleshoot any issues.

Perform a test payment to trigger the workflow. Verify the WhatsApp message is received correctly. Adjust any settings if the message did not send as expected.

By thoroughly testing your workflow, you can ensure that Pabbly Connect is effectively automating the process of sending discount vouchers to your customers, ultimately enhancing customer loyalty and satisfaction.

Conclusion

Using Pabbly Connect, you can efficiently send discount vouchers to customers via WhatsApp after successful payments on Instamojo. This automation not only saves time but also improves customer engagement and encourages repeat purchases.