How to Send Follow-Up Emails Automatically After Payment via Instamojo Using Pabbly Connect

Learn how to automate follow-up emails after payments via Instamojo using Pabbly Connect. Step-by-step guide for seamless integration. 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 Integration

To send follow-up emails automatically after payment via Instamojo, you first need to access Pabbly Connect. Simply navigate to the official website by searching for Pabbly.com/n in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This allows you to set up the automation process.

• Name your workflow, for example, ‘Send Follow-Up Emails Automatically After Payment via Insta Mojo’.
• Select a folder for your workflow to keep it organized.
• Choose between the new beta and classic workflow options.

Once you have set your preferences, click on the ‘Create’ button to finalize your workflow setup in Pabbly Connect.

3. Setting Up Trigger for Instamojo Payments

The next step involves setting up a trigger for your workflow. In Pabbly Connect, click on ‘Add Trigger’ and select ‘Instamojo V2’ as your trigger application. Then, choose the event as ‘New Sale’ to indicate that a new payment has been received.

After selecting your trigger, you’ll receive a webhook URL. Copy this URL to connect your Instamojo account. Log into your Instamojo account and navigate to the settings of your payment page. Here, enable the webhook option and paste the copied URL into the designated field.

4. Configuring Gmail Action for Follow-Up Emails

Once your trigger is set up, the next step is to configure the action that sends follow-up emails via Gmail in Pabbly Connect. Click on ‘Add Action’ and select ‘Gmail’ as the action application. Choose the event as ‘Send Email’.

• Sign in to your Gmail account and allow Pabbly Connect to access your email.
• Map the fields such as recipient email, subject, and email body from the previous step.
• Enter the email content thanking the customer for their purchase.

Once you have completed these fields, click on ‘Save & Send Test Request’ to ensure the email is sent correctly. This confirms that your integration is working seamlessly via Pabbly Connect.

5. Setting Up Follow-Up Email Action

After successfully sending the initial email, you can set up a follow-up email to be sent after a specified delay. In Pabbly Connect, add another action and select ‘Delay by Pabbly’. Set the delay for 10 days.

Following this, add another Gmail action to send the follow-up email. Map the fields similarly as before, but change the subject and content to reflect the follow-up message. Ensure you thank the customer and ask for their feedback about their purchase.

Finally, save this workflow. You can now automatically send follow-up emails after payments through Instamojo, enhancing customer engagement.

Conclusion

In conclusion, using Pabbly Connect allows you to automate follow-up emails effectively after receiving payments via Instamojo. This process not only saves time but also enhances customer satisfaction by keeping them informed and engaged.