Send School Brochure To New Students On WhatsApp Using Pabbly Connect

Learn how to automate sending school brochures to new students on WhatsApp using Pabbly Connect with Facebook Leads integration. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To send school brochures to new students on WhatsApp, the first step is to access Pabbly Connect. Start by visiting the Pabbly website and click on the ‘Products’ section. From there, select ‘Connect’ to enter the automation platform.

Once in Pabbly Connect, you will need to sign up for a free account if you haven’t already. After logging in, click on ‘Create Workflow’ to initiate the setup process for integrating Facebook leads with WhatsApp.

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that connects Facebook Lead Ads to WhatsApp. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Facebook to WhatsApp’.

This will bring up two windows: a trigger and an action window. In the trigger window, select ‘Facebook Lead Ads’ as the application. Choose the trigger event as ‘New Lead’ and connect your Facebook account to Pabbly Connect.

• Select your Facebook page from the dropdown.
• Choose the lead generation form to capture leads.

Ensure that you have the correct form selected to capture the new lead details accurately. Once the connection is established, you are ready to proceed to the next step.

3. Configure Data Collection from Facebook Leads

In this step, Pabbly Connect will automatically collect data from the Facebook lead form. After a lead submits their information, such as name, email, and WhatsApp number, this data will be pulled into Pabbly Connect.

To test this, submit a test entry in your Facebook lead form. Once submitted, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will allow you to see the information captured from the lead.

• Verify that the lead information appears correctly in Pabbly Connect.
• Make sure the WhatsApp number is formatted correctly for sending messages.

Once the data is verified, you can move on to sending the message via WhatsApp.

4. Send the Message on WhatsApp Using Pabbly Connect

Next, you will set up the action event to send a message via WhatsApp using Pabbly Connect. For this, you will integrate a service called Wati. In the action window, select Wati and choose ‘Send Template Message’ as the action event.

To connect Wati, you will need the API endpoint and access token from your Wati account. Copy these details into the respective fields in Pabbly Connect. Ensure that you format the WhatsApp number correctly, removing any plus signs as instructed.

Map the WhatsApp number from the lead data. Select the message template you created in Wati. Input the necessary parameters for personalization.

After completing these fields, click ‘Save and Send Test Request’ to send a test message. If successful, the message will be delivered to the new student via WhatsApp.

5. Review Integration Results and Finalize

Finally, review the integration results in Pabbly Connect. Ensure that the WhatsApp message has been sent successfully to the new student. The message should contain the school brochure and relevant details as set in your Wati template.

To summarize, the integration process involves connecting Facebook Lead Ads to Pabbly Connect, collecting lead data, and sending automated messages via WhatsApp using Wati. This seamless process enhances communication with potential students and automates your outreach efforts.

Conclusion

In conclusion, using Pabbly Connect to automate sending school brochures to new students on WhatsApp streamlines your communication process. By integrating Facebook Leads with WhatsApp, you can efficiently engage with prospects and provide them with essential information instantly.