Learn how to automatically send discount coupons via email using Pabbly Connect, Google Sheets, Gmail, and more in this detailed tutorial. 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 Automation
To automatically send discount coupons via email, you first need to access Pabbly Connect. If you are a new user, go to pabbl.com/connect to sign up for free and explore the features.
Once signed up, you will receive 100 tasks free every month. This allows you to send up to 100 emails without any cost. If you find Pabbly Connect useful, you can opt for a subscription plan later.
2. Setting Up Google Sheets with Pabbly Connect
The next step is to set up Google Sheets as the trigger application in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Sheets. Choose the event as ‘New or Updated Spreadsheet Row’.
- Search for Google Sheets in the trigger application.
- Select the event as New or Updated Spreadsheet Row.
- Click on ‘Connect’ to establish the connection.
After connecting, copy the webhook URL provided by Pabbly Connect. This URL will be used to send data from Google Sheets to Pabbly Connect.
3. Configuring Google Sheets for Webhook
Now, go to your Google Sheets and install the Pabbly Connect Webhooks extension. After installation, refresh your spreadsheet to see the new option.
- Navigate to Extensions > Add-ons > Get Add-ons.
- Search for ‘Pabbly Connect Webhooks’ and install it.
- After installation, go to Extensions > Pabbly Connect Webhooks > Initial Setup.
In the initial setup, paste the webhook URL and specify the trigger column (for example, column D). Click on ‘Submit’ to finalize the setup. This will connect Google Sheets to Pabbly Connect.
4. Sending Emails with Gmail via Pabbly Connect
After configuring Google Sheets, the next step is to send emails using Gmail through Pabbly Connect. Add a new action step and select Gmail as the action application.
Choose the event as ‘Send Email’ and connect your Gmail account. If you have previously connected, you can select the existing connection; otherwise, create a new one by signing in with Google.
Select Gmail as the action application. Choose ‘Send Email’ as the action event. Map the recipient email address and other details from the previous step.
Fill in the email subject and content, making sure to map the customer’s name dynamically for personalized emails. Finally, click on ‘Save and Send Test Request’ to send a test email.
5. Sending Discount Coupons to All Customers
Once the test email is successful, you can send discount coupons to all customers listed in your Google Sheets. Go back to Extensions > Pabbly Connect Webhooks and select ‘Send All Data’.
This will trigger Pabbly Connect to send automated emails to all customers in the spreadsheet. To ensure future entries are also sent emails, enable the ‘Send on Event’ option in the Pabbly Connect Webhooks settings.
This automation allows you to efficiently manage your customer communications and ensure everyone receives their discount codes in real-time.
Conclusion
Using Pabbly Connect, you can easily automate the process of sending discount coupons to your customers via email. This tutorial demonstrated how to set up Google Sheets and Gmail integration through Pabbly Connect, streamlining your marketing efforts.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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