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

Learn how to automate follow-up emails after payments using Pabbly Connect and Instamojo. Step-by-step guide to streamline your email process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send follow-up emails automatically after payment via Instamojo, you need to access Pabbly Connect. Start by opening your web browser and navigating to Pabbly’s official website.

Once there, you can either sign up for a free account or log in if you are an existing user. After logging in, you will be directed to the Pabbly Connect dashboard, where you can manage your automation workflows efficiently.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for sending follow-up emails. Click on the ‘Create Workflow’ button on the dashboard.

• Choose the ‘New Beta Builder’ for a modern setup.
• Name your workflow, for example, ‘Follow-Up Email Automatically After Payment via Instamojo’.
• Select a folder to store your workflow for better organization.

After naming your workflow, click the ‘Create’ button to proceed. This will set up the foundation for your automation.

3. Setting Up the Trigger in Pabbly Connect

To initiate the automation, you need to add a trigger in Pabbly Connect. Select ‘Insta Mojo’ as your application and choose the event as ‘Successful Payment’.

Next, you will be provided with a webhook URL. Copy this URL as it will be used to connect your Insta Mojo account to Pabbly Connect. Log into your Insta Mojo account and navigate to the product settings where you can add the webhook.

4. Configuring the Action to Send Emails

After setting up the trigger, the next step is to configure the action that sends the follow-up email. In Pabbly Connect, add an action step and select ‘Gmail’ as your application.

• Choose ‘Send Email’ as the action event.
• Connect your Gmail account by adding a new connection.
• Map the recipient’s email address from the previous step to personalize the email.

Fill in the subject and body of the email, ensuring you include personalized details such as the customer’s name and payment amount. This personalization will enhance customer experience.

5. Testing and Activating Your Workflow

Once you have configured the action step, it is essential to test the workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify that the email is sent correctly.

If the test is successful, your automation is ready to go live. Activate the workflow, and now every time a new payment is received on Insta Mojo, a follow-up email will be sent automatically.

Conclusion

By using Pabbly Connect, you can easily automate the process of sending follow-up emails after payments via Instamojo. This integration not only saves time but also enhances customer interactions with personalized communication.