Automate Sending Coupon Codes via WhatsApp Using Pabbly Connect

Learn how to send coupon codes automatically to users on WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin the process of sending coupon codes via WhatsApp, you first need to set up Pabbly Connect. This integration tool allows you to automate workflows without any coding skills. Start by visiting Pabbly Connect and signing up for a free account. Once registered, you will gain access to the dashboard where you can create workflows.

After logging in, click on the ‘Create Workflow’ button. You can name your workflow something descriptive like ‘Send Coupon Codes on WhatsApp’. This will help you identify the automation later. Following this, you will see options to set a trigger and an action. Remember, the trigger is the event that starts the automation, and the action is what happens as a result.

2. Setting Up Trigger with Fluent Forms

For this automation, we will use Fluent Forms as our trigger application. In Pabbly Connect, select Fluent Forms and choose the trigger event as ‘New Form Submission’. This means that every time someone submits the form on your website, it will trigger the workflow.

• Choose Fluent Forms from the list of applications.
• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to set up this webhook URL in your WordPress dashboard under the Fluent Forms settings. Navigate to the WP Webhooks section and add the webhook URL. This will link your form submissions to Pabbly Connect. Save the settings to ensure the connection is established properly.

3. Generating Unique Coupon Codes

Once the trigger is set up, the next step is to generate unique coupon codes. In Pabbly Connect, add a new action step and select the ‘Date Time Formatter’ application. Choose the action event as ‘Current Date’. This will help you retrieve the current date and time, which can be formatted into a unique coupon code.

• Select the ‘Date Time Formatter’ application.
• Choose ‘Current Date’ as the action event.
• Format the date as MMDD to create a unique string.

This unique string can then be used as a coupon code. You can further process this string using another Date Time Formatter step to convert it to a timestamp, which will ensure that each coupon code is unique for every submission.

4. Storing Data in Google Sheets

After generating the coupon code, you need to store the user data along with the coupon code in a Google Sheets document. In Pabbly Connect, add Google Sheets as the next action step and select the ‘Add New Row’ action event. Connect your Google account and select the spreadsheet where you want to store the data.

Choose Google Sheets from the action applications. Select ‘Add New Row’ as the action event. Map the fields from the form submission to the corresponding columns in Google Sheets.

Make sure to include fields such as name, email, phone number, and the generated coupon code. This way, all relevant information will be captured and organized in your spreadsheet for future reference.

5. Sending Coupon Codes via WhatsApp Cloud API

The final step is to send the generated coupon code to the user via WhatsApp. In Pabbly Connect, add another action step and select the WhatsApp Cloud API. Choose the action event as ‘Send Template Message’. You will need to connect to your WhatsApp Cloud API setup by providing the necessary credentials.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and the message template to send the coupon code.

Ensure that you have created a message template in your WhatsApp Cloud account that includes placeholders for the recipient’s name and the coupon code. This will allow you to personalize each message sent out to your subscribers.

Conclusion

In this tutorial, we explored how to automate the process of sending coupon codes to users via WhatsApp using Pabbly Connect. By integrating Fluent Forms, Google Sheets, and WhatsApp Cloud API, you can streamline your marketing efforts and enhance user engagement. This setup not only saves time but also improves customer interaction by delivering timely offers directly to their WhatsApp accounts.