How to Send Customer Feedback Surveys After Payment via Insta Mojo Using Pabbly Connect

Learn how to automate sending customer feedback surveys after payments via Insta Mojo using Pabbly Connect. Step-by-step guide with clear instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of sending customer feedback surveys after payments via Insta Mojo, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account. This will allow you to manage your automation workflows efficiently.

Once logged in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up your automation. Ensure you provide a meaningful name for your workflow, such as ‘Customer Feedback Survey After Payment via Insta Mojo’. This helps in organizing your tasks effectively.

2. Setting Up Insta Mojo Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Choose Insta Mojo as your trigger application and select the event as ‘Successful Payment’. This event will initiate the workflow whenever a new payment is received.

• Select ‘Insta Mojo’ as your trigger application.
• Choose the event type as ‘Successful Payment’.
• Copy the generated webhook URL for the next step.

After copying the webhook URL, you need to paste it into your Insta Mojo dashboard. This connects your Insta Mojo account with Pabbly Connect, allowing it to receive payment notifications automatically.

3. Configuring Insta Mojo with Webhook

Now that you have the webhook URL from Pabbly Connect, it’s time to configure your Insta Mojo account. Go to the dashboard and select the ‘Smart Page’ option under the manage section. Here, you can edit the product page where you want to integrate the webhook.

• Select the product page you want to edit.
• Go to ‘Page Settings’ and find the Webhook option.
• Paste the copied webhook URL and save the changes.

After saving the settings, your Insta Mojo account is now connected to Pabbly Connect. This means that whenever a payment is made, the details will be sent to Pabbly Connect, triggering the next action in your workflow.

4. Sending Feedback Survey Email via Gmail

After the payment is confirmed, the next step is to send a feedback survey email to the customer using Gmail integrated with Pabbly Connect. In the action setup, select Gmail as your action application and choose the event ‘Send Email’.

Connect your Gmail account to Pabbly Connect. Map the email fields, including recipient email and subject. Draft the email content inviting customers to fill out the feedback survey.

Make sure to include a link to the feedback survey created using Google Forms. This ensures that customers can easily access the survey and provide their valuable feedback after their purchase.

5. Testing and Finalizing Your Workflow

Once you have set up the action for sending an email, it’s crucial to test your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to verify that everything is working as expected. This will simulate the process and check if the email is sent correctly.

After testing, you should receive a confirmation email at the specified recipient’s address. This email will include the feedback survey link, confirming that your automation is working flawlessly. If everything is successful, you can finalize and activate your workflow in Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect to automate sending customer feedback surveys after payments via Insta Mojo is a powerful way to enhance customer engagement. By following the steps outlined in this tutorial, you can streamline the feedback collection process and ensure valuable insights from your customers.