How to Send Thank You Emails After Purchase via WooCommerce Using Pabbly Connect

Learn how to automate thank you emails after purchases in WooCommerce using Pabbly Connect and SendGrid. Step-by-step guide to streamline your e-commerce communications. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce Integration

To start sending thank you emails after purchases via WooCommerce, you need to access Pabbly Connect. This automation tool allows you to create seamless integrations without any coding skills. Simply visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the Pabbly Connect landing page, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After logging in, navigate to the dashboard where you can create a new workflow that connects WooCommerce with SendGrid.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to begin the integration process between WooCommerce and SendGrid. Name your workflow, for example, ‘Send Thank You Emails After Purchase via WooCommerce Using SendGrid,’ and select a folder to save it. using Pabbly Connect

• Click on the ‘Create’ button to set up the workflow.
• A trigger and action box will appear; set the trigger as WooCommerce.
• Select ‘New Order Created’ as the trigger event.

Once you have set the trigger, Pabbly Connect will wait for new orders in WooCommerce to initiate the workflow. This setup ensures that every time a new order is placed, the workflow will be activated to send a thank you email through SendGrid.

3. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce to Pabbly Connect, you will need to set up a webhook. This webhook acts as a bridge between WooCommerce and Pabbly Connect, allowing data to flow seamlessly. Go to your WordPress dashboard, find WooCommerce settings, and navigate to the ‘Advanced’ tab.

Under the Advanced settings, locate the ‘Webhooks’ option. Click on ‘Add Webhook’ and fill in the necessary details:

• Name: Testing 123
• Status: Active
• Topic: Order Created
• Delivery URL: Paste the webhook URL from Pabbly Connect.

After saving the webhook, you will receive a confirmation that it has been updated successfully. This connection allows Pabbly Connect to capture order details automatically whenever a new purchase is made in WooCommerce.

4. Sending Thank You Emails via SendGrid

Once the connection between WooCommerce and Pabbly Connect is established, the next step is to configure SendGrid to send thank you emails. In the action application, select SendGrid and choose the action event as ‘Send Email.’ Click on connect and, if prompted, create a new connection using your SendGrid API key.

To find your API key, log into your SendGrid account, navigate to settings, and select API keys. Create a new API key with full access, copy it, and paste it into Pabbly Connect to establish the connection. Once connected, you will be able to map the email fields from WooCommerce directly into the SendGrid email template.

Set the recipient email using data from the WooCommerce order. Customize the subject line and body of the email. Use mapping to personalize the email with customer names and product details.

By completing these steps, every time a new order is placed in WooCommerce, a personalized thank you email will be sent automatically using SendGrid through Pabbly Connect.

5. Testing the Integration

The final step is to test your integration to ensure everything is working smoothly. Place a test order in your WooCommerce store to trigger the webhook. Once the order is confirmed, check your email to see if the thank you email has been received.

If the email arrives with the correct details, your integration is successful! You can also monitor the workflow in Pabbly Connect to see the captured data from WooCommerce and ensure that the email was sent through SendGrid.

In case of any issues, return to your Pabbly Connect dashboard and review the workflow setup. Make adjustments as necessary to ensure that your automation runs flawlessly every time a purchase is made.

Conclusion

In this tutorial, we explored how to send thank you emails after purchases via WooCommerce using Pabbly Connect and SendGrid. By automating this process, you enhance customer experience and save valuable time.

Using Pabbly Connect, you can easily integrate various applications to streamline your business operations and improve communication with your customers.