Learn how to create fitness training course certificates and send them automatically to trainees on WhatsApp using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To create fitness training course certificates and send them automatically via WhatsApp, first access Pabbly Connect. This platform is essential for integrating various applications seamlessly. Begin by signing into your Pabbly Connect account or creating a new account if you haven’t already.
Once logged in, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and name it appropriately, such as ‘Fitness Training Certificate Automation’. This workflow will facilitate the entire process of sending certificates automatically to trainees.
2. Collecting Data from Google Forms
The next step involves collecting data from trainees using Google Forms. This is where trainees will submit their information to receive their certificates. In Pabbly Connect, set Google Forms as the trigger application.
- Select ‘Google Forms’ as the trigger app.
- Choose the trigger event as ‘New Response in Spreadsheet’.
- Connect your Google account and select the appropriate form.
After setting this up, every time a trainee submits their information, Pabbly Connect will capture the data automatically. This data will include their name, email, and mobile number, which are essential for sending the certificates.
3. Creating Certificates Using Google Slides
Now that you have collected the necessary data, the next step is to create the certificates using Google Slides. In Pabbly Connect, add Google Slides as the next application in your workflow. This will allow you to generate a certificate template.
- Choose ‘Google Slides’ as the action app.
- Select the action event as ‘Create Presentation from Template’.
- Map the fields from Google Forms, such as trainee’s name, to the corresponding placeholders in the certificate template.
This step ensures that each trainee receives a personalized certificate. The automated creation of certificates is facilitated entirely through Pabbly Connect, making the process efficient and user-friendly.
4. Sending Certificates via WhatsApp
After generating the certificates, the next crucial step is to send them via WhatsApp. For this, you will use the WhatsApp integration in Pabbly Connect. This integration allows you to send messages directly to trainees.
Select ‘WhatsApp’ as the action app. Choose ‘Send Message’ as the action event. Connect your WhatsApp account and map the recipient’s mobile number from the previous step.
In the message body, include a congratulatory note along with a link to download their certificate. This integration ensures that trainees receive their certificates instantly after completion of the course, enhancing their experience.
5. Finalizing Your Automation
Finally, review your entire workflow in Pabbly Connect to ensure everything is set up correctly. Test the workflow by submitting a sample response through the Google Form. This will help verify that the certificate is generated and sent via WhatsApp as intended.
Once confirmed, activate your workflow. From now on, every time a trainee completes the form, they will automatically receive their fitness training course certificate via WhatsApp. This automation not only saves time but also enhances the overall efficiency of the certification process.
Conclusion
In this tutorial, we explored how to create fitness training course certificates and send them automatically using Pabbly Connect. By integrating Google Forms, Google Slides, and WhatsApp, you can streamline the certification process efficiently.
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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