Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for WhatsApp Automation

In this section, we will explore how Pabbly Connect enables users to automate their WhatsApp chats effectively. By creating a sales AI agent, businesses can respond to customer inquiries instantly, enhancing engagement.

Using Pabbly Connect, you can integrate various applications seamlessly. This tutorial will guide you through the steps to set up your WhatsApp automation, ensuring you never miss a customer query.

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2. Accessing Pabbly Connect and Setting Up Your Account

To begin, navigate to the official Pabbly Connect website. Once there, you can either sign up for a new account or log in if you are an existing user. After signing in, you will be taken to the dashboard.

• Click on the “New Tab” option to access Pabbly Connect.
• Enter your WhatsApp number in the settings.
• Ensure you have a WhatsApp Business Account linked for integration.

By following these steps, you will successfully set up your account on Pabbly Connect. This is crucial for automating your WhatsApp interactions.

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3. Creating Your AI Assistant in Pabbly Connect

Next, we will create an AI assistant that will handle your WhatsApp chats. In Pabbly Connect, click on the “Add Assistant” button to start the setup process. You will need to assign a name to your assistant, such as “Gym AI Assistant” for a fitness business.

After naming your assistant, select the type of AI agent you want to create. In this case, choose “Sales Agent”. The instructions will automatically update based on your selection. Ensure you configure the AI settings, including the temperature setting, which can affect response creativity.

• Set the temperature value for your responses.
• Select OpenAI as your AI provider.
• Generate and paste your API key from OpenAI.

This setup will allow your assistant to respond to customer inquiries automatically, enhancing the customer experience on WhatsApp.

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4. Integrating Knowledge Sources into Your AI Assistant

In this section, we will discuss how to integrate knowledge sources into your assistant using Pabbly Connect. This is essential for providing accurate responses based on your business information.

You will need to upload a knowledge source file, which can contain details about your business policies and services. This file can be in PDF or TXT format. After uploading, select the knowledge source within Pabbly Connect to ensure your assistant can access this information.

• Create a PDF or TXT file containing your business details.
• Upload this file to Pabbly Connect.
• Select the uploaded file as your knowledge source.

This integration allows your AI assistant to provide tailored responses based on the information in your knowledge source file, improving customer satisfaction.

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5. Activating Your AI Assistant and Finalizing Setup

Finally, you will activate your AI assistant within Pabbly Connect. Ensure that you assign the assistant to specific contacts or enable auto-replies for all incoming messages.

To do this, navigate to the settings and enable the AI reply feature. This ensures that your assistant will respond to customer queries automatically. Once everything is set, click on the “Save” button to finalize your setup.

• Assign your assistant to individual contacts or enable auto-replies.
• Test the assistant by sending a message through WhatsApp.
• Monitor responses to ensure accuracy and efficiency.

With these final touches, your AI assistant is now ready to handle WhatsApp inquiries, providing instant responses and enhancing customer engagement through Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect to automate your WhatsApp chats can significantly improve customer engagement. By following this tutorial, you can create a powerful sales AI agent that responds to inquiries instantly.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate WhatsApp notifications for your Calendly bookings, you first need to access Pabbly Connect. Simply open your browser and navigate to pabbly.com/connect. If you are a new user, click on the “Sign up for free” option in the top right corner.

Once you have signed up, you can explore the features of Pabbly Connect. With a free trial, you can send up to 100 WhatsApp messages each month. This allows you to test the integration without any cost before deciding to purchase a subscription plan.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, log in and navigate to the workflow builder. Click on the “Create Workflow” button to begin setting up your automation. This window is crucial as it allows you to define triggers and actions for your workflow.

• Click on the “Add Trigger” button.
• Select Calendly as your trigger application.
• Choose “Invite Created” as the event.

Make sure your Calendly account is logged in to establish a connection. If not, log in and select “Add a New Connection” to link your Calendly account with Pabbly Connect.

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3. Testing the Integration with a Booking

To test the integration, you need to create a booking in Calendly. Open your Calendly appointment page and schedule a test appointment. For example, select a date and time, such as June 24th at 4:00 PM, and complete the booking.

Once you have scheduled the appointment, return to your Pabbly Connect workflow. You should see that the response from Calendly has been captured successfully, displaying all the booking details.

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4. Sending WhatsApp Notifications via Pabbly Connect

Next, you will set up the action to send WhatsApp notifications. Click on “Add New Action Step” and select Pabbly Chatflow as the application to send automated messages. Choose the “Send Text Message” action.

• Select an existing connection or add a new one using your API token.
• Enter the recipient’s WhatsApp mobile number.
• Format your WhatsApp message, including dynamic details like name, date, and meeting link.

Ensure you format the message correctly for WhatsApp, using stars for bold text where necessary. This will help in making important details stand out in the message.

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5. Finalizing Your Pabbly Connect Workflow

To finalize your workflow, you need to format the date and time for clarity. Use the “Date Time Formatter” feature in Pabbly Connect to adjust the format as needed. Select the appropriate time zones to ensure accuracy.

Once everything is set, click on “Save and Send Test Request” to verify that the WhatsApp message sends correctly. Check your WhatsApp to confirm that the automated message has been received successfully.

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Conclusion

By following this tutorial, you can effectively automate WhatsApp notifications for your Calendly bookings using Pabbly Connect. This integration streamlines communication and enhances your appointment management process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start integrating your WhatsApp chatbot, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing up or logging in to your account. Once you are in, navigate to the Pabbly Connect dashboard where you can create new workflows.

Creating a new workflow in Pabbly Connect is straightforward. Click on the “Create Workflow” button, name your workflow, and select WhatsApp as your trigger application. This setup will allow you to automate responses to customer inquiries effectively.

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2. Setting Up Your WhatsApp Chatbot with Pabbly Connect

Once you have accessed Pabbly Connect, it’s time to set up your WhatsApp chatbot. Begin by selecting the trigger event, which will initiate your chatbot. For example, you can set a keyword like “hello” to trigger the chatbot when users send this message.

• Choose WhatsApp as the trigger application.
• Set the trigger event to a keyword match.
• Enter your trigger keyword, such as “hello”.

After setting the trigger, you can start configuring the chatbot’s responses. This includes asking users for their names and the type of event they are planning. This interaction will help gather necessary information for your service.

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3. Creating the Chatbot Flow in Pabbly Connect

Next, you will create the flow of your WhatsApp chatbot within Pabbly Connect. This involves using action blocks to ask questions and gather user inputs. Start by adding a question node where you ask for the user’s full name.

To personalize responses, set up a contact custom field for the user’s name. You can do this by going to the settings and selecting “Contact Custom Fields”. Create a new field for the full name to store the user’s input.

• Add a question node for user input.
• Create a custom field for storing names.
• Use action blocks to manage user interactions.

This setup allows your chatbot to respond dynamically based on user inputs, enhancing the overall user experience.

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4. Finalizing Your WhatsApp Chatbot Configuration

After creating the initial flow, you need to finalize the configuration of your WhatsApp chatbot using Pabbly Connect. This includes setting up additional questions, such as the event date and how users would like to proceed with their planning.

Use text button nodes to provide users with options, like seeking planning help or contacting a planner. Assign actions to each button, ensuring that users receive appropriate responses based on their selections.

• Add buttons for user choices.
• Set actions for each button based on user input.
• Ensure a smooth flow of conversation.

By finalizing these configurations, your WhatsApp chatbot will be ready to assist users effectively, providing them with the information they need.

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5. Testing and Launching Your WhatsApp Chatbot

Once you have completed the setup of your WhatsApp chatbot in Pabbly Connect, it’s crucial to test the flow to ensure everything works as intended. Send test messages to see how the chatbot responds to various inputs.

After testing, you can launch your chatbot for public use. Make sure to save all changes in Pabbly Connect before going live. This will ensure that your chatbot is fully operational and ready to assist users with their event planning needs.

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Conclusion

In this tutorial, we covered how to integrate a WhatsApp chatbot using Pabbly Connect. By following these steps, you can streamline customer interactions and provide valuable assistance in event planning.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To automate webinar reminders, first, you need to access Pabbly Chatflow. If you are a new user, open a new tab and search for pabbl.com/chartflow. This will take you to the landing page of Pabbly Chatflow.

Once there, click on the “Sign Up for Free” button located in the top right corner. This allows you to try Pabbly Chatflow for free, enabling you to send up to 100 webinar reminders via WhatsApp. If you decide to continue using it, you can purchase a subscription plan later.

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2. Adding Your WhatsApp Number in Pabbly Chatflow

Before sending any messages, you must add your WhatsApp number to Pabbly Chatflow. Navigate to the settings section, where you can input your WhatsApp number. This step is crucial for ensuring that your messages are sent correctly.

• Go to the settings section in Pabbly Chatflow.
• Enter your WhatsApp number in the designated field.
• Save the changes to confirm your number.

Once your WhatsApp number is added, you are ready to create your broadcast campaign. This setup allows you to automate the sending of messages to your contacts efficiently.

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3. Creating a Broadcast Campaign in Pabbly Chatflow

To create a broadcast campaign, go to the “Broadcast” section in Pabbly Chatflow. Click on the “Add Broadcast” button to start setting up your campaign. Choose the “Broadcast Campaign” option from the available types.

Next, you will need to name your broadcast. For example, you can name it “Webinar Reminder.” After naming, select the contact list to whom you wish to send the WhatsApp messages. You can create a new contact list or choose from existing ones.

• Select the contact list for your broadcast.
• You can choose multiple lists if needed.
• Refine your audience by excluding specific contacts if necessary.

This feature allows you to tailor your message delivery effectively, ensuring that your webinar reminders reach the right participants.

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4. Scheduling Webinar Reminders with Pabbly Chatflow

After selecting your audience, you can choose the message type in Pabbly Chatflow. You have the option to use a pre-approved template or a regular message. If you choose the regular message, you can directly enter the text of the reminder.

To format the message, use stars to bold specific text. For example, if your message includes the webinar details, format it accordingly. You can also enable link previews if you want to include any links in your message.

• Enter the message text and format it as needed.
• Test the message by sending it to yourself before broadcasting.
• Schedule the broadcast for a specific time before the webinar.

By scheduling the message, you ensure that participants receive their reminders exactly one hour before the webinar starts, effectively reducing no-shows.

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5. Tracking Message Stats in Pabbly Chatflow

Once your broadcast is scheduled, Pabbly Chatflow allows you to track the performance of your messages. You can view statistics such as how many messages were sent, delivered, read, or pending. This feature is essential for understanding the effectiveness of your campaigns.

To view the stats, navigate to the “Stats” section in Pabbly Chatflow. Here, you can analyze the success of your webinar reminders and make adjustments for future campaigns as needed.

Using these insights, you can optimize your messaging strategy and improve engagement for upcoming webinars. This ensures that your reminders are effective and that participants are well-informed.

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Conclusion

In this tutorial, we explored how to automate webinar reminders using Pabbly Chatflow and WhatsApp. By following the steps outlined, you can efficiently manage your reminders and enhance participant engagement.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating WooCommerce with WhatsApp, first access Pabbly Connect. Open your browser and type in the URL pabbly.com/connect to reach the Pabbly Connect dashboard.

Once on the dashboard, you can either sign up for a free account or log in if you are an existing user. New users can benefit from 100 free tasks monthly to explore the platform, making it easy to test the integration.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the “Create Workflow” button to initiate a new automation process. This will allow you to set up the integration between WooCommerce and WhatsApp.

• Select “Quick Builder” for a streamlined setup.
• Enter the prompt: “Integrate WooCommerce with WhatsApp”.
• Choose the trigger as “New Order Created” from WooCommerce.

Once you’ve set up the trigger, select the WhatsApp Cloud API as the action application. This will enable Pabbly Connect to send WhatsApp messages based on WooCommerce order events.

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3. Setting Up Webhook for WooCommerce

The next step in using Pabbly Connect is to set up the webhook in WooCommerce. Copy the webhook URL generated by Pabbly Connect, as this will act as a bridge between WooCommerce and Pabbly.

Now, navigate to your WordPress dashboard and go to WooCommerce settings. Here are the steps to add the webhook:

• Go to WooCommerce > Settings > Advanced > Webhooks.
• Click on “Add Webhook” and fill in the details.
• Set the status to “Active” and enter the copied webhook URL.

After saving the webhook, Pabbly Connect will be able to receive order data from WooCommerce whenever a new order is placed.

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4. Mapping Data for WhatsApp Messages

With the webhook set up, the next step is to map the order data in Pabbly Connect. This involves specifying the recipient’s mobile number and the message content for WhatsApp notifications.

In the WhatsApp Cloud API section of Pabbly Connect, enter the required fields:

• Map the recipient’s phone number from the WooCommerce response.
• Compose the message, incorporating dynamic fields like the customer’s name and purchased product.

Once everything is set, click on “Save and Send Test Request” to ensure that the WhatsApp message is sent correctly. You should see a confirmation message in your WhatsApp, demonstrating successful integration.

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5. Testing the Integration Workflow

Now that the integration is complete, it’s time to test it out. Go back to your WooCommerce store and place a new order for a product. After completing the checkout process, check your WhatsApp for the confirmation message.

If everything is set up correctly, you will receive a WhatsApp message thanking you for your order, along with the product details. This confirms that Pabbly Connect is functioning as intended, automating the process efficiently.

This integration not only saves time but also enhances customer communication, ensuring that your clients receive instant updates without any manual effort.

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Conclusion

In this tutorial, we explored how to integrate WooCommerce with WhatsApp using Pabbly Connect. This automation streamlines order notifications, enhancing customer experience and saving time for business owners.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating your website leads with HubSpot, first access Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you are new, sign up for a free account to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that automate tasks between your website and HubSpot. This is where the magic of Pabbly Connect begins, allowing seamless integration with just a few clicks.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that captures leads from your website. Click on the “Create Workflow” button on your dashboard. Name your workflow something descriptive, like “Landing Page Leads to HubSpot Contacts”.

• Select a folder for your workflow.
• Choose a trigger application, which will be Webhook by Pabbly.
• Set the trigger event to “Catch Webhook”.

After setting this up, click on “Connect” to generate a webhook URL. This URL will be used to connect your website form to Pabbly Connect, allowing it to capture lead submissions automatically.

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3. Setting Up the Webhook for Lead Capture

Now, you need to integrate the generated webhook URL with your website form. Open your form code in a text editor and replace any existing webhook URL with the new one provided by Pabbly Connect. Save your changes to ensure the form is linked correctly.

Once the webhook is set, submit a test entry through your website form. This will help you verify that Pabbly Connect is receiving the data correctly. Refresh your workflow page to check if the form submission details appear in your Pabbly Connect dashboard.

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4. Adding HubSpot CRM Integration in Pabbly Connect

With the webhook now capturing data, the next step is to connect Pabbly Connect to HubSpot CRM. In your workflow, select HubSpot CRM as the action application and choose “Create Contact” as the action event.

• If you have an existing connection, select it; otherwise, create a new connection.
• Map the form fields to HubSpot fields, such as name and email.

This mapping ensures that every new lead captured from your website form is automatically added to your HubSpot CRM, streamlining your lead management process.

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5. Testing and Verifying the Integration

After setting up the HubSpot integration, it’s crucial to test the entire workflow. Submit another test lead through your website form, and check if the details appear in HubSpot CRM. This step confirms that Pabbly Connect is functioning correctly.

Once verified, you can monitor your Pabbly Connect dashboard for any new leads captured. This automated process significantly reduces manual work, allowing you to focus on converting leads into customers.

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Conclusion

In this tutorial, we explored how to integrate your website leads with HubSpot CRM using Pabbly Connect. By automating the lead capture process, you can save time and improve your CRM efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Google Contacts, first access Pabbly Connect by navigating to its website. You can sign up for a free account, which allows you to explore its features, including automation tasks.

Once you’re on the Pabbly Connect dashboard, you can create a new workflow. This workflow will serve as the bridge between your Google Sheets and Google Contacts, facilitating the automation process.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the “Create Workflow” button on the dashboard. You will be prompted to use the Quick Builder feature, which simplifies the setup process.

• Select the trigger as “New or Updated Spreadsheet Row” from Google Sheets.
• Choose the action as “Create Contact” from Google Contacts.
• Click on “Save” to finalize your workflow setup.

After setting up your workflow, you will see both applications integrated seamlessly. This allows you to fetch new lead details directly from Google Sheets into Google Contacts automatically.

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3. Configuring Google Sheets with Pabbly Connect

Next, we need to configure Google Sheets to work with Pabbly Connect. Copy the webhook URL provided in the Pabbly Connect workflow. This URL will act as a bridge to send data from Google Sheets to Pabbly Connect.

In Google Sheets, navigate to the “Extensions” menu, select “Add-ons,” and find the Pabbly Connect Webhooks add-on. Here’s how to set it up:

• Go to “Extensions” > “Pabbly Connect Webhooks” > “Initial Setup”.
• Paste the copied webhook URL.
• Set the trigger column to the last data column in your Google Sheet.

After submitting the setup, your Google Sheets will now be ready to send new entries to Pabbly Connect automatically.

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4. Testing the Integration between Google Sheets and Google Contacts

With the setup complete, it’s time to test the integration using Pabbly Connect. Add a new entry in your Google Sheet, and then go back to Pabbly Connect to check if the data has been received.

In Pabbly Connect, you can view the test data to confirm that the integration is working correctly. If everything is set up properly, you should see the new contact details reflected in your Google Contacts.

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5. Finalizing the Automation Process

After successfully testing the integration, you can finalize your automation process with Pabbly Connect. Enable the “Send on Event” option in the Pabbly Connect Webhooks settings to ensure that every new entry in Google Sheets is automatically sent to Google Contacts.

This means you no longer need to manually send test data; the automation will handle everything. Once enabled, refresh your Google Contacts to see the newly created contacts from your Google Sheets entries.

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Conclusion

By using Pabbly Connect, you can seamlessly integrate Google Sheets with Google Contacts. This automation allows for efficient lead management without manual intervention, saving you valuable time and effort in your business operations.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Thrive Cart with Zoho CRM, first access Pabbly Connect. If you are an existing user, simply log in to your account. For new users, visit pabbly.com/connect to sign up for free and explore the platform with 100 tasks available each month.

Once logged in, you will be directed to the workflow builder where you can create automation. This is the core of how Pabbly Connect facilitates the integration between Thrive Cart and Zoho CRM, allowing for seamless data transfer.

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2. Creating a Trigger in Pabbly Connect

In this section, you will set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for Thrive Cart. Select it as the trigger application and choose the event as ‘Product Purchase’.

• Select ‘Product Purchase’ for all products or a specific product.
• If you have an existing connection, select it; otherwise, create a new one.
• To create a new connection, retrieve your API token from Thrive Cart.

Once the API token is entered, save the connection. This step is crucial as it establishes how Pabbly Connect communicates with Thrive Cart, enabling automatic data capture during purchases.

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3. Setting Up Action in Zoho CRM

After the trigger is established, the next step is to set up the action in Zoho CRM. Click on ‘Add Action Step’ and search for Zoho CRM. Select it and choose ‘Create Contact’ as the action event.

To connect Zoho CRM with Pabbly Connect, provide your domain, such as zoho.in, and grant the necessary permissions. This allows Pabbly Connect to insert new customer data into your CRM seamlessly.

• Map customer details like first name, last name, and email from Thrive Cart.
• Ensure required fields are filled to avoid errors.
• Click ‘Save and Send Test Request’ to verify the integration.

Once the test request is successful, you will see the new contact added to your Zoho CRM. This demonstrates how Pabbly Connect effectively automates the data entry process, saving you time and effort.

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4. Testing the Integration Workflow

To ensure everything is functioning correctly, test the integration by making a purchase on Thrive Cart. After completing the purchase, return to Pabbly Connect and check if the customer data has been captured.

If the data appears in your Zoho CRM, the integration is successful. This confirms that Pabbly Connect is effectively transferring customer details automatically, allowing for efficient CRM management.

In this phase, you will also want to check for any errors or issues during the data transfer. If everything looks good, you can start using this automation in your daily operations.

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5. Conclusion: Automate Your Customer Management

In conclusion, integrating Thrive Cart with Zoho CRM using Pabbly Connect streamlines your customer management process. By automating data entry, you save time and reduce the risk of errors.

This tutorial has guided you through the essential steps to set up this integration effectively. With Pabbly Connect, you can enhance your workflow and focus more on growing your business.

Try this integration today and experience the benefits of automation!

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Lead Ads

To start with Pabbly Connect, we will first need to create a workflow that captures leads from Facebook. This is essential for automating email responses to new leads. Begin by visiting the Pabbly website and signing in to your account.

Once you are on the Pabbly dashboard, navigate to Pabbly Connect. Here, you can create a new workflow. Click on the plus icon to start a new workflow and name it appropriately, such as “Instantly Email Property Details to New Facebook Leads.” Select the folder for Facebook lead automations and click on create.

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2. Creating the Trigger Application with Facebook Lead Ads

In this section, we will set up the trigger application using Facebook Lead Ads. The primary application for this step is Now. Click on the trigger application box and select Facebook Lead Ads as your trigger.

• Select the trigger event as “New Lead Instant”.
• Connect your Facebook account if prompted.
• Choose the page and lead form from which you want to capture leads.

After selecting the page, you need to save and send a test request. This will help you capture the response in your workflow. Make sure to check that the connection is successful before proceeding.

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3. Setting Up the Action Application with Gmail

Now that we have set up the trigger, we will move on to the action application, which is Gmail. This step is crucial for sending personalized emails to your leads. In the action application section, select Gmail and choose the event as “Send Email”.

To connect Gmail, click on the connect button. You will need to sign in with your Google account and grant the necessary permissions. Once connected, you can set up the email details. Enter the sender name and email address, and then specify the recipient’s email address, which will be the lead’s email captured from Facebook.

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4. Customizing Email Content for Leads

In this section, we will customize the email content that will be sent to the leads. This is where Test comes into play. You need to create a personalized email that addresses the lead by name and includes relevant property details.

• Start the email with a greeting, such as “Hi [Lead Name],”.
• Include a thank you message for their inquiry.
• Mention the property type and budget they specified.

Make sure to map the lead’s details correctly to ensure that the email content is dynamic and personalized. After entering all the required details, save and send a test request to verify that the email is sent successfully.

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5. Testing and Verifying the Integration

Finally, we will test the entire workflow to ensure everything is functioning as expected. This is where After you have set up the trigger and action applications, you should test the integration by submitting a test lead through your Facebook lead form.

Check your Gmail account to see if the email has been received. If everything works correctly, you will receive an email containing the details you set up in the previous steps. This confirms that the integration between Facebook Lead Ads and Gmail using Pabbly Connect is successful.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Gmail using Pabbly Connect. By following the steps outlined, you can automate email responses to new leads, enhancing your lead management process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Integration

To begin utilizing Pabbly Chatflow, first open your web browser and navigate to the Pabbly Chatflow website. If you’re new, you can sign up for a free account, which provides 100 free credits monthly, perfect for testing.

For existing users, click on the sign-in option. Once logged in, you will be directed to the Pabbly Chatflow dashboard, where you can access various features designed to automate WhatsApp messaging.

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2. Setting Up WhatsApp Broadcasts Using Pabbly Chatflow

To set up a WhatsApp broadcast, navigate to the “Broadcast” feature on the left-hand side. This feature allows you to send bulk messages to your predefined contact list, making it ideal for announcements and promotions.

• Click on the “Add Broadcast” button.
• Select the broadcast type as “Broadcast Campaign”.
• Name your broadcast (e.g., “Bulk Lab Test Invitation”).

Next, select the contact list to which you want to send the broadcast. You can create a new list by adding contacts manually or in bulk using a CSV file. This method is efficient for large numbers of contacts.

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3. Adding Contacts to Pabbly Chatflow

To add contacts, click on the “Contacts” feature and then the “Add Contacts” button. You can add contacts one by one or upload a CSV file containing all your contacts. A CSV file is a simple format that includes patient names and phone numbers.

For optimal results, create your CSV file using Google Sheets or Excel. After downloading the CSV file, upload it in Pabbly Chatflow by clicking on the “Add New File” option. Remember, only CSV files are allowed, with a maximum size of 50 MB and up to 200,000 contacts.

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4. Scheduling and Sending Your WhatsApp Broadcast

After preparing your contact list, you can schedule the broadcast. You have the option to send the message immediately or schedule it for a later date. For example, you might want to send the message on June 26th at 3:00 PM.

• Select the date and time for the broadcast.
• Click on the “Add Broadcast” button to finalize.
• View the broadcast status to check delivery rates.

This process ensures that all your contacts receive timely updates about health checkup packages, thereby increasing your lab’s test bookings.

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5. Creating Attractive Templates in Pabbly Chatflow

For effective communication, utilize the template feature in Pabbly Chatflow. Click on the “Templates” feature to create and design various message templates tailored for your business needs. Pre-approved templates ensure compliance with WhatsApp guidelines.

Once your template is ready, select it when setting up your broadcast. You can also test the template by sending a test message to your number to verify the setup. This step is crucial for ensuring that your audience receives the intended message.

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Conclusion

Utilizing Pabbly Chatflow for WhatsApp broadcasts can significantly enhance your diagnostic lab’s ability to reach patients efficiently. By automating the messaging process, you can increase test bookings and streamline communication without manual effort.