Automate Thank You Videos and Emails with Pabbly Connect

Learn how to automate sending thank you videos via Gmail using Pabbly Connect, Google Sheets, and Voxo in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate sending thank you videos to your customers, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account, you can quickly set one up through the link in the description.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Send Thank You Video to Your Customers Automatically,’ and click on the ‘Create’ button to initiate the workflow setup.

2. Triggering the Automation with Google Sheets

The next step involves setting up Google Sheets as the trigger application in Pabbly Connect. Click on the trigger window and select Google Sheets from the list of applications. Choose the event ‘New Spreadsheet Row is Added or Updated’ to trigger the automation whenever a new customer entry is made.

• Select Google Sheets as the trigger app.
• Choose ‘New Spreadsheet Row is Added or Updated’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets, click on ‘Extensions’, and then ‘Add-ons’ to install the Pabbly Connect Webhooks add-on. Once installed, refresh your spreadsheet to ensure the add-on is active.

3. Creating Thank You Videos with Voxo

With Google Sheets set up as the trigger, the next step is to create the thank you video using Voxo. In Pabbly Connect, click on the action window and select Voxo as the action application. Choose the event ‘Generate Native Video’ to create a video based on the data captured from Google Sheets.

To connect Voxo with Pabbly Connect, enter your Voxo Team ID and API Key. These can be found in your Voxo account under the ‘My Account’ section. Once connected, map the fields from your Google Sheets data to the corresponding fields in Voxo for the video creation process.

4. Delaying and Sending Emails via Gmail

After creating the video, you will need to implement a delay in Pabbly Connect. This is essential to allow Voxo enough time to generate the video. Use the delay module to set a waiting period, typically around five minutes, before proceeding to the next step.

• Add a delay action in Pabbly Connect.
• Set the delay duration to five minutes.
• Proceed to the next action after the delay.

Next, set up Gmail as the action application to send the email containing the thank you video. Connect your Gmail account, and fill in the recipient’s email address (mapped from Google Sheets), subject line, and email content. Make sure to include the download link for the video in the email body.

Conclusion

In this tutorial, you learned how to automate sending thank you videos to your customers using Pabbly Connect, Google Sheets, and Voxo. By following these steps, you can establish a seamless workflow that enhances customer relationships through personalized video messages. Start using Pabbly Connect today to streamline your customer engagement process!