Auto-Send Discount Code Emails to Your Leads

Learn how to automatically send discount code emails to your leads using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. How to Access Pabbly Connect for Automation

To start automating your email processes, access Pabbly Connect by visiting the Pabbly website. Once there, you can either sign in if you are an existing user or sign up for a free account to explore the features.

After signing in, navigate to the Pabbly Connect dashboard where you will find options to create new workflows. This platform allows you to automate tasks seamlessly between different applications, specifically for sending discount code emails to your leads.

2. Setting Up Your Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button to begin. When prompted, give your workflow a name that reflects its purpose, such as ‘Send Discount Code Emails to Leads.’ Select a folder for organization purposes.

• Click on the ‘Select’ button to choose your workflow type.
• Choose between the Beta version for flexibility or Classic for stability.
• Click on ‘Create’ to finalize your workflow setup.

Once your workflow is created, you will see options to set up triggers and actions. The trigger will be your Facebook lead ads, which will initiate the process whenever a new lead is captured.

3. Configuring the Trigger with Facebook Lead Ads

In Pabbly Connect, select ‘Facebook Lead Ads’ as your trigger application. Choose the event as ‘New Lead Instant’ to capture leads as they come in. This ensures that every new lead will trigger the next steps in your automation.

Next, connect your Facebook account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Facebook data. Once connected, select the Facebook page and lead form that you want to use for capturing leads.

• Select your Facebook page from the dropdown.
• Choose the specific lead form you want to capture leads from.
• Click on ‘Save’ to finalize your trigger settings.

This setup allows Pabbly Connect to listen for new leads in real-time, ensuring that your email outreach is prompt and efficient.

4. Sending Discount Code Emails via Gmail

After setting up the trigger, the next step is to configure the action to send emails through Gmail using Pabbly Connect. Select Gmail as your action application and choose the event ‘Send Email.’ This action will send a personalized email with the discount code to each new lead.

Connect your Gmail account by clicking on ‘Connect’ and authorizing Pabbly Connect to send emails on your behalf. In the email configuration, fill out the required fields, including the sender name, email address, and recipient email address, which you will map from the lead data captured in the previous step.

Enter your sender name and email address. Map the recipient email address from the lead data. Set the email subject and body, including the discount code.

Once configured, click ‘Save and Send Request’ to activate the email sending process. This allows your leads to receive timely discount codes automatically, enhancing conversion rates.

5. Testing Your Automation Workflow

After setting up your automation with Pabbly Connect, it’s essential to test the workflow to ensure everything functions correctly. Generate a test lead using the Facebook lead ads testing tool to see if the email is sent as expected.

Once the test lead is generated, check your Gmail account to confirm that the email with the discount code was received. This step is crucial for verifying that the integration between Facebook, Gmail, and Pabbly Connect is working seamlessly.

Generate a test lead from your Facebook lead ads. Check the Gmail account for the received email. Ensure the email content is personalized and includes the discount code.

Once confirmed, your automation is ready to go live, allowing you to send discount code emails to your leads automatically and efficiently.

Conclusion

Using Pabbly Connect to automate the sending of discount code emails to your leads significantly enhances your marketing efforts. This tutorial outlined the steps to set up the integration with Facebook and Gmail, ensuring a smooth workflow that saves time and improves lead conversion.