Learn how to automate sending emails in even calendar weeks using Pabbly Connect with Google Sheets and Gmail. Follow this step-by-step guide for seamless integration.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Email Automation
In this tutorial, we will explore how to use Pabbly Connect to send emails in even calendar weeks. This process is particularly useful for businesses like Supermart that wish to automate their marketing strategies. By leveraging Pabbly Connect, you can streamline communication with customers efficiently.
To begin, you need to have a Google Sheet containing your customer details. This sheet will serve as a database for the automation process, where Pabbly Connect will fetch the necessary data for sending emails. Let’s dive into the setup!
2. Setting Up Pabbly Connect Workflow
To start using Pabbly Connect, first log in to your account. If you are new, click on the ‘Sign up for free’ button to create an account. Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button to initiate a new workflow.
- Name your workflow as ‘Send Email in Even Calendar Weeks’.
- Select the folder where you want to save this workflow.
- Click on ‘Create’ to proceed.
Now that you have created the workflow, you will see the trigger and action setup. Here, the trigger will determine when the workflow will run, and the action will define what happens next. For our case, we will set up a schedule to send emails every even week.
3. Configuring Trigger for Even Calendar Weeks
In this section, we will configure the trigger using the ‘Schedule Webhook’ option in Pabbly Connect. This allows you to set the specific day and time for sending emails. Choose Monday as the day and set the time to 10 a.m.
Next, to ensure that emails are sent only during even weeks, we will use the ‘Date Time Formatter by Pabbly’. This tool will help us fetch the current date, which is essential for checking if the week is even or odd. Here’s how to set it up:
- Select the format as MM-DD-YY.
- Click on ‘Save’ and test the request to confirm the current date is fetched correctly.
After obtaining the current date, we will utilize the ‘Number Formatter by Pabbly’ to determine if the current week is even. This involves using a spreadsheet formula to check the week number and its parity. If the result is 1, it indicates an even week.
4. Adding Actions to Send Emails
Once we have the trigger set up, the next step is adding actions to our workflow. Start by adding a filter using ‘Filter by Pabbly’ to ensure emails are sent only when the week is even. Set the filter condition to check if the value equals 1. using Pabbly Connect
After confirming the filter, we will retrieve customer data from Google Sheets. The action event will be ‘Get Row’. Here’s how to configure this:
Connect your Google account to Pabbly Connect. Select your Google Sheet named ‘Customer Details’. Specify the range as A2:B21 to fetch customer names and emails.
After retrieving the data, use the ‘Iterator by Pabbly’ to process each customer entry. This will format the data into key-value pairs, making it easy to send personalized emails to each customer.
5. Finalizing Email Sending with Gmail
Now, we will set up the final action to send emails through Gmail using Pabbly Connect. Select the action event as ‘Send Email’ and connect your Gmail account. This step is crucial as it establishes the link between Gmail and Pabbly Connect.
In the email configuration, use mapping to insert dynamic data such as the recipient’s email address, sender name, subject, and content. For example, the subject could be ‘Even Week Deals for [Customer Name]’, where [Customer Name] is mapped from the response received from the Google Sheets step.
After setting up the email content, click on ‘Save’ and run a test request to ensure everything is working correctly. If successful, an email will be sent to the customer, confirming that the automation is set up properly.
Conclusion
In this tutorial, we have successfully set up a workflow using Pabbly Connect to send emails in even calendar weeks. By integrating Google Sheets and Gmail, businesses can automate their communication effectively. This setup not only saves time but also ensures that customers receive timely offers and updates.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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