Automate Customer Feedback Emails with Pabbly Connect: A Step-by-Step Guide

Learn how to automate sending feedback emails to multiple customers at specific intervals using Pabbly Connect, Google Sheets, and Gmail. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate sending emails to multiple customers for feedback, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. If you already have an account, simply log in to access your dashboard.

Once logged in, click on ‘Create Workflow’ to initiate the setup. Here, you can name your workflow to identify it easily later. For example, you might name it ‘Customer Feedback Automation’. This step is crucial as it sets the stage for the automation process.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger that initiates the process of sending feedback emails. Select ‘Webhook’ as the trigger application in Pabbly Connect. This will allow you to receive data from Google Sheets.

• Choose the Webhook option and copy the provided URL.
• In a new browser tab, paste the URL and append ‘?row_number=1’ to fetch the first row of customer data.
• Hit enter, and check for a success message indicating that the data has been received.

This setup allows Pabbly Connect to fetch customer details from your Google Sheet, thus automating the feedback request process.

3. Fetching Customer Data from Google Sheets

Now that we have set up our trigger, the next step involves fetching customer data from Google Sheets using Pabbly Connect. Add an action step and select ‘Google Sheets’ as the application.

Choose the action event as ‘Get Rows’ and connect your Google Sheets account. Select the appropriate spreadsheet that contains your client list. Specify the range of rows you want to fetch, for instance, ‘A2:C3’ for the first two customers. This dynamic range will change with each execution of the workflow, allowing you to automate the selection of different customers.

4. Sending Feedback Emails via Gmail

With customer data now fetched, we can proceed to send feedback emails using Gmail through Pabbly Connect. Add another action step and select ‘Gmail’ as the application. Choose the action event as ‘Send Email’. Connect your Gmail account to enable email sending.

• Map the recipient email addresses from the Google Sheets response.
• Set the email subject as ‘Share Your Feedback’ and create the email body requesting customer feedback.
• Click on ‘Save and Send Test Request’ to verify that the emails are sent successfully.

This step completes the email sending process, ensuring that your customers receive timely requests for feedback.

5. Creating a Loop for Continuous Feedback Requests

To ensure that feedback requests are sent at specific intervals, we will create a loop in Pabbly Connect. After sending the emails, add a delay action step to wait for a specified period, such as 10 days.

Next, clone the workflow to create a new instance that will handle the next set of customers. Update the cloned workflow to adjust the row numbers accordingly, ensuring that the next two customers are selected for the next email batch. This setup allows for continuous automation without manual intervention.

Conclusion

In this tutorial, we explored how to automate the process of sending feedback emails to multiple customers using Pabbly Connect, Google Sheets, and Gmail. By setting up triggers, fetching customer data, and sending emails at specific intervals, you can streamline your feedback collection process effectively. This automation not only saves time but also enhances customer engagement.