Automate WhatsApp Messages for Subscription Expiration with Pabbly Connect

Learn how to send automated WhatsApp messages for subscription expiration using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Subscription Notifications

To start sending WhatsApp messages when a subscription expires, first access Pabbly Connect. This integration platform is crucial for automating notifications based on subscription events. If you’re new to Pabbly Connect, visit the website and sign up for a free account.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, such as ‘Automatic Subscription Expiring Notification on WhatsApp’. This will set the stage for the automation process.

2. Integrating Pabbly Subscription Billing with Pabbly Connect

The next step is to connect Pabbly Subscription Billing with Pabbly Connect. This allows you to capture subscription events. For the trigger application, select Pabbly Subscription Billing and set the trigger event to ‘Subscription Activated’. This ensures that the automation will trigger whenever a new subscription is activated.

• Select ‘Trigger’ in Pabbly Connect.
• Choose ‘Pabbly Subscription Billing’ as the trigger application.
• Set the trigger event to ‘Subscription Activated’.

After setting this up, you’ll receive a webhook URL. Copy this URL and paste it into your Pabbly Subscription Billing settings under Webhook settings to complete the integration.

3. Automating WhatsApp Messages with Pabbly Connect

Now that you have integrated Pabbly Subscription Billing with Pabbly Connect, it’s time to automate WhatsApp messages. To do this, add a new action and select the WhatsApp Cloud API as the action application. Choose the action event ‘Send Template Message’. This action will allow you to send customized messages to your customers.

When connecting to WhatsApp Cloud API, you will need to enter your credentials, including the permanent token, phone number ID, and WhatsApp Business Account ID. Make sure to create an app on the Facebook Developer portal to obtain these credentials. After connecting, select the message template you created for subscription expiration notifications.

4. Configuring the Message Template for Notifications

To effectively notify customers about their expiring subscriptions, you need to configure a message template in WhatsApp Cloud API. This template should include dynamic variables such as the customer’s name and subscription expiration date. Set up your message template with a call-to-action button that links to the payment page. using Pabbly Connect

• Create a message template in WhatsApp Cloud API.
• Include dynamic variables for personalization.
• Add a call-to-action button linking to the payment page.

Once your message template is configured, map the necessary fields in Pabbly Connect to ensure that the correct data is sent to WhatsApp. This includes mapping the customer’s name and the expiration date to the message template.

5. Testing and Launching Your Automation

After configuring everything, it’s essential to test the automation. Trigger a test subscription activation to see if the WhatsApp message is sent correctly. Monitor the response in Pabbly Connect to ensure that the message arrives as intended. using Pabbly Connect

If the test is successful, your automation is ready to go live. From now on, every time a subscription is activated, Pabbly Connect will automatically send a WhatsApp message three days before expiration, prompting customers to renew their subscriptions.

Conclusion

By utilizing Pabbly Connect and Pabbly Subscription Billing, you can streamline your customer communication process. Automating WhatsApp messages for subscription expirations not only saves time but also enhances customer retention by making it easy for clients to renew their subscriptions.