How to Share WhatsApp Brochure for Elementor Form Submissions Using Pabbly Connect

Learn how to automate sharing WhatsApp brochures for Elementor form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sharing WhatsApp brochures for Elementor form submissions, the first step is to access Pabbly Connect. Simply navigate to Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage.

Once on the homepage, you need to either sign in or create a free account. New users can sign up for free and get 100 tasks each month to explore the software. Existing users should click on the sign-in option. After logging in, you will be directed to the Pabbly Connect dashboard where the integration process begins.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow; for this integration, you can name it ‘Share WhatsApp for Elementor Form Submissions’. This name helps identify the workflow later on.

After naming your workflow, you can choose a folder to save it in. Pabbly Connect allows you to organize your workflows into folders. For this example, select the folder named ‘Automations’. If you need to create a new folder, you can do so by following the instructions provided in the Pabbly Connect interface.

• Click on ‘Create’ to finalize your workflow setup.
• You will now see options for setting up triggers and actions.

Once the workflow is created, you will need to set up a trigger. This is where Pabbly Connect comes into play, as it will facilitate the connection between your Elementor form and WhatsApp.

3. Setting Up the Trigger for Elementor Form Submissions

To set up the trigger, select ‘Elementor Form’ as your trigger application. Then, choose ‘New Form Submission’ as the trigger event. This means that every time a student submits a form via Elementor, Pabbly Connect will capture this event and initiate the subsequent actions.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect. Copy this webhook URL, as it will be used in the next steps to link your form with the automation.

• Log in to your WordPress account where Elementor is installed.
• Edit the form with Elementor and navigate to the ‘Actions After Submit’ section.
• Select ‘Webhook’ and paste the copied URL.

After publishing the changes to your form, Pabbly Connect will be ready to receive data from the Elementor form submissions.

4. Testing the Integration and Sending WhatsApp Messages

Now that the webhook is set up, it’s time to test the integration. To do this, make a test submission using the Elementor form you just configured. Enter dummy details such as a name and email address, and click on send. This will trigger the webhook and send the details to Pabbly Connect.

Once the test submission is successful, return to your Pabbly Connect dashboard. You should see the captured data from the form submission, including the first name, last name, phone number, and email address. This confirms that the trigger is working correctly.

Proceed to set up the action by selecting ‘AI Sensei’ as the action application. Choose ‘Send Template Message’ as the action event.

This setup allows Pabbly Connect to automate sending WhatsApp messages with the course brochure attached to the student who submitted the form.

5. Finalizing the Setup and Sending the Brochure

To finalize the setup, connect your AI Sensei account with Pabbly Connect. You will need to enter your API token from your AI Sensei account. Navigate to the API section in your AI Sensei account to generate and copy the API key.

After pasting the API token in Pabbly Connect, you will be prompted to enter the campaign name and the mobile number of the student. Make sure to map the phone number and name fields from the previous steps to personalize the message. Additionally, include the publicly accessible URL of the brochure you wish to send.

Click on ‘Save and Send Test Request’ to complete the setup. Check your WhatsApp to confirm that the message with the brochure has been received.

Once you verify that the WhatsApp message is sent successfully, your automation process is complete. This is how Pabbly Connect streamlines the process of sharing WhatsApp brochures for Elementor form submissions.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the sharing of WhatsApp brochures whenever a student submits an Elementor form. By following the steps outlined, you can enhance your communication efficiency and ensure that inquiries are addressed promptly. This integration not only saves time but also keeps students engaged with your university’s offerings.