Send Coupon Codes to Users on WhatsApp with Pabbly Connect

Learn how to automate sending coupon codes to users on WhatsApp using Pabbly Connect, Google Sheets, and Elementor forms. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start sending coupon codes via WhatsApp, you need to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and navigating to the dashboard. Here, you will create a new workflow for automating the process.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send Coupon Codes to WhatsApp on Elementor Form Submission’. After naming your workflow, click the ‘Create’ button to proceed. This step establishes the foundation for your automation using Pabbly Connect.

2. Triggering the Workflow with Elementor Form Submission

In this section, you will set up the trigger for your workflow using the Elementor form. Select the ‘Elementor’ application as your trigger app in Pabbly Connect. The trigger event will be ‘New Form Submission’. This setup allows Pabbly Connect to listen for submissions from your Elementor form.

• Choose the ‘Elementor’ app.
• Set the trigger event to ‘New Form Submission’.
• Copy the provided webhook URL from Pabbly Connect.

After copying the webhook URL, go to your Elementor form editor. In the form settings, navigate to ‘Actions After Submit’ and add ‘Webhook’. Paste the copied URL into the webhook field and save your changes. This integration ensures that every time a form is submitted, the data is sent to Pabbly Connect.

3. Processing Data with Google Sheets

Once the form submission is received, the next step is to process the data using Google Sheets. In your Pabbly Connect workflow, add a new action step and select ‘Google Sheets’ as the application. The action event will be ‘Add a New Row’. This step will log the user’s details into your Google Sheets.

Connect your Google Sheets account by selecting ‘Add New Connection’ and following the prompts to authenticate. Once connected, select the specific spreadsheet and sheet where you want to store the data. Map the fields from the Elementor form to the corresponding columns in your Google Sheet.

4. Sending Coupon Codes via WhatsApp

To send the coupon codes to users, you will now integrate WhatsApp using Pabbly Connect. Add another action step and choose ‘360 Dialog’ as the application to send WhatsApp messages. The action event should be set to ‘Send Template Message’. This action allows you to send customized messages to users.

Connect your 360 Dialog account by entering the required API key and domain name. After establishing the connection, select the message template you created for sending coupon codes. Map the recipient’s phone number and the coupon code into the message template to personalize the communication.

5. Finalizing the Automation and Testing

After setting up all the steps in your Pabbly Connect workflow, it is crucial to test the entire automation. Perform a test submission on the Elementor form to ensure that all steps are functioning correctly. Check that the data is logged in Google Sheets and that the WhatsApp message with the coupon code is sent to the user.

Once confirmed, your automation is complete! This setup allows you to automatically send personalized coupon codes to users via WhatsApp whenever they subscribe through your website form, significantly enhancing your marketing efforts.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending coupon codes to users on WhatsApp when they subscribe via a website form. By following these steps, you can streamline your marketing processes and improve customer engagement effectively.