Automate Sending Feedback Forms via WhatsApp with Pabbly Connect

Learn how to automate sending feedback forms via WhatsApp to customers after receiving their orders using Pabbly Connect. Follow our step-by-step guide! 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. Setting Up Pabbly Connect for Automation

Pabbly Connect is the central platform that facilitates sending feedback forms via WhatsApp after receiving customer orders. To begin, access the Pabbly Connect dashboard by visiting Pabbly.com/connect. From there, you can create a free account and get started with 100 automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Send Feedback Forms via WhatsApp.’ This will help you identify the automation later. After naming, click on the ‘Create’ button to proceed to the workflow page.

2. Choosing Trigger Application in Pabbly Connect

In this step, you will select the trigger application that initiates the workflow. For our integration, choose Pabbly Connect and select WooCommerce as the trigger application. The event that triggers this workflow is ‘New Order Created.’

• Select WooCommerce from the application list.
• Choose ‘New Order Created’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in WooCommerce. Navigate to the WooCommerce settings, go to the ‘Advanced’ tab, and select ‘Webhooks.’ Click on ‘Add Webhook’ to create a new one using the copied URL. This connection allows Pabbly Connect to receive order details automatically.

3. Testing the Webhook Connection in Pabbly Connect

After setting up the webhook in WooCommerce, it’s crucial to test the connection. Go back to your Pabbly Connect workflow, and click on the ‘Recapture Webhook Response’ button. This step ensures that Pabbly Connect is ready to receive data from your WooCommerce store.

To test this, place a test order in your WooCommerce store. Fill in the customer details, including their WhatsApp number, and complete the order. Once the order is confirmed, return to Pabbly Connect, and you should see the order details captured in the response section.

4. Delaying the Feedback Message

Now that you have received the order details, the next step is to set a delay before sending the feedback form. This is done using the Pabbly Connect delay feature. You can configure the workflow to wait for a specified period, such as seven days, before sending the feedback message.

• Add a new action step for the delay.
• Select ‘Delay until’ and map the date you calculated for the feedback request.
• Click ‘Save and Send Test Request’ to confirm the delay.

This delay allows customers to use the product before providing feedback, ensuring you receive valuable insights.

5. Sending the Feedback Form via WhatsApp

After the delay, it’s time to send the feedback form via WhatsApp. In this step, you will use the WhatsApp Cloud API integrated with Pabbly Connect. Choose WhatsApp as the action application and select ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API by entering the required details such as the permanent access token, phone number ID, and business account ID. After setting up the connection, select your pre-created message template for the feedback request.

Map the recipient’s mobile number from the order details. Fill in the body fields with customer-specific data. Click ‘Save and Send Test Request’ to send a test message.

Upon successful execution, the customer will receive the feedback form on WhatsApp, allowing them to provide their insights effortlessly.

Conclusion

By following these steps, you can effectively automate sending feedback forms via WhatsApp to customers after receiving their orders using Pabbly Connect. This automation not only saves time but also enhances customer engagement by ensuring timely feedback collection.