Automate Sending Coupon Codes to New Subscribers with Pabbly Connect

Learn how to automate sending coupon codes to new website subscribers and notify your team using Pabbly Connect, Slack, and Twilio. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of sending coupon codes to new website subscribers, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free trial account.

Once you have created your account, log in and navigate to the dashboard. From here, you can create a new workflow that will connect various applications needed for your automation.

2. Creating Your Automation Workflow with Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and give your automation a suitable name, such as ‘Send Coupon Codes to Subscribers and Notify Your Team’. This name will help you identify the workflow later.

After naming your workflow, you will need to set up a trigger and an action. The trigger will be a new subscriber from your Elementor form, while the action will be sending the coupon code and notifying your team. Follow these steps:

• Click on the trigger application field and select Elementor.
• Choose the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.

With the webhook URL copied, you can now connect your Elementor form to this URL to capture subscriber data automatically.

3. Setting Up Elementor Form Integration

To connect your Elementor form to Pabbly Connect, edit the page containing your form in WordPress. Under the form settings, navigate to ‘Actions After Submit’ and add a new action for Webhooks.

Paste the copied webhook URL into the Webhook URL field and save your changes. After updating the form, you can submit a test entry to ensure that the data is captured correctly in Pabbly Connect.

Once the test submission is successful, you will see the subscriber’s information reflected in Pabbly Connect, confirming that the integration is working as intended.

4. Notifying Your Team on Slack Using Pabbly Connect

With the subscriber data captured, the next step is to notify your team through Slack. In your workflow, select Slack as the action application and choose the action event as ‘Send Channel Message’. using Pabbly Connect

Connect your Slack account to Pabbly Connect by authorizing it. Then, select the channel where you want to send notifications. Customize the message to include details about the new subscriber, such as their name and email address. Here’s how:

• Map the subscriber’s name and email into the message template.
• Test the message to ensure it delivers correctly to your Slack channel.

After testing, your team will receive real-time notifications every time a new subscriber fills out the form on your website.

5. Sending Coupon Codes to Subscribers via Twilio

Finally, to send coupon codes to your new subscribers, integrate Twilio with Pabbly Connect. Select Twilio as the action application and choose ‘Send SMS’ as the action event.

Connect your Twilio account by entering your Account SID and Auth Token. In the message body, thank the subscriber for signing up and include the coupon code generated earlier using the number formatter in Pabbly Connect.

Make sure to map the subscriber’s phone number correctly to ensure they receive the SMS. After setting up, test the SMS delivery to confirm that subscribers are getting their coupon codes successfully.

Conclusion

In this tutorial, you learned how to automate the process of sending coupon codes to new subscribers using Pabbly Connect. You also configured notifications for your team on Slack and sent SMS messages via Twilio. This automation not only saves time but also enhances customer engagement by ensuring subscribers receive their discounts promptly.