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Automate WhatsApp Like a Pro: Chatbot + Bulk Broadcast Campaign Tutorial

Watch Step By Step Video Tutorial Below

1. Creating a Broadcast Campaign with Pabbly Connect

To start automating your WhatsApp using Pabbly Connect, you first need to create a broadcast campaign. This feature allows you to reach your customers effectively by sending messages at scale. Navigate to the Pabbly Chatflow broadcast feature to begin your campaign.

Click on the plus add broadcast button and name your broadcast, for example, “Discount Campaign”. You can upload a CSV file containing your contact details, which can be created using Google Sheets or Excel. Ensure the CSV file includes fields like first name, last name, and phone number.

2. Selecting Your Audience in Pabbly Connect

After naming your broadcast, you need to select the audience. This step is crucial for ensuring your message reaches the right people. You can either choose an existing contact list or upload a new CSV file.

Select existing contact lists from Pabbly Chatflow.
Exclude specific contacts if necessary.
Enable the toggle to skip contacts who messaged within the last 24 hours.

Make sure to refine your audience by excluding any contact lists that you do not want to receive the broadcast message. This ensures that your campaign is targeted and effective.

3. Choosing Message Type and Template in Pabbly Connect

Once your audience is set, the next step is to choose the message type. You can select between a pre-approved template message or a regular message. For new customers, a pre-approved template is necessary.

Select the WhatsApp template you wish to use, for example, a discount alert template. You can also add an image to enhance your message. Testing your broadcast is essential, so enter a test contact number and click on the send test message button to ensure everything is working as expected.

4. Scheduling Your Broadcast Campaign with Pabbly Connect

After testing your broadcast, you have the option to schedule it for a later date. If you want to send the template immediately, you can do so; otherwise, select the scheduling option. For instance, schedule your campaign for 29th August at 5:00 PM.

Additionally, enable the automatic retry option for failed contacts. This feature allows Pabbly Connect to resend messages to contacts who didn’t receive them initially. You can specify the number of retries and the wait time between them.

5. Creating a Chatbot Flow with Pabbly Connect

Now, let’s move to the exciting part of the automation: creating a chatbot flow. Go to the Pabbly Chatflow Flow Builder and click on the plus add flow button. Name your flow and set the trigger event to start the chatbot interaction.

Utilize the same discount alert template used in your broadcast campaign to maintain consistency. The chatbot can ask customers for their full name when they click on the “Yes, Book Now” button. This interaction is crucial for personalizing the customer experience.

As customers provide their details, ensure you set up custom fields to manage their information effectively. This allows your chatbot to deliver personalized messages based on customer input, enhancing engagement and satisfaction.

Conclusion

By following these steps, you can seamlessly integrate WhatsApp automation using Pabbly Connect for both broadcast campaigns and chatbots. This setup enhances your customer engagement and streamlines your communication process.