Automate WhatsApp Messages for Coaching Class Registrations with Pabbly Connect

Learn how to send automated WhatsApp messages to students upon registration for coaching classes using Pabbly Connect. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Connect Jotform to Pabbly Connect

To send WhatsApp messages to students when they register for coaching classes, you first need to connect Jotform to Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. Once there, create a free account if you haven’t already done so, and log in to access your dashboard.

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Jotform Response to WhatsApp Messages’. After naming your workflow, click ‘Create’. This initiates the process where you will set up a trigger and action. The trigger will be a new response from Jotform, and the action will be sending a message via WhatsApp.

2. Setup Jotform Integration in Pabbly Connect

Now that you have created your workflow in Pabbly Connect, it’s time to set up the integration with Jotform. Click on the trigger option and select Jotform from the app list. Next, choose the trigger event as ‘New Response’. This will allow Pabbly Connect to listen for new submissions from your Jotform registration form.

• Select Jotform as the application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL.

After copying the webhook URL, go to your Jotform account. Open the form you wish to connect and navigate to the settings. Under the Integrations tab, select Webhooks and paste the copied URL. Once done, click on ‘Complete Integration’ to finalize the connection. Now, your Jotform is successfully integrated with Pabbly Connect, and it is set to send data whenever a new registration occurs.

3. Collect Data in Pabbly Connect

With the integration established, the next step is to collect the data submitted from Jotform in Pabbly Connect. This is essential to ensure that the information submitted by students is captured and can be sent as a WhatsApp message. After the integration is set up, Pabbly Connect will wait for the webhook response.

To test this, fill out the Jotform registration form with a student’s details, such as name, email, and course selection. Once you submit the form, return to your Pabbly Connect dashboard. You should see the data populated in the webhook response section, confirming that the data has been successfully collected from Jotform.

4. Send WhatsApp Message Using Pabbly Connect

The final step is to send the collected data to WhatsApp using Pabbly Connect. For this, you will need to set up another action in your workflow. Click on the action button and select the application ‘Vati’, which allows you to send WhatsApp messages. Choose the action event as ‘Send Template Messages’. This integration is crucial since WhatsApp’s API access is limited, and Vati provides the necessary access.

• Select Vati as the application for action.
• Choose ‘Send Template Messages’ as the action event.
• Connect your Vati account by entering the API endpoint and access token.

After connecting, map the WhatsApp number from the Jotform data collected in Pabbly Connect. Select the appropriate message template you created in Vati. Ensure that you fill in any dynamic fields required by the template. Once everything is set, click ‘Save and Send Test Request’ to send a test message to the student’s WhatsApp. You should see the confirmation message appear in the student’s WhatsApp account, confirming successful integration.

Conclusion

In this tutorial, you learned how to automate WhatsApp messages for students registering for coaching classes using Pabbly Connect. By following the steps outlined, you can efficiently manage student communications and enhance the registration experience. Automate your processes today with Pabbly Connect!