Boost User Engagement by Sending Offers on WhatsApp with Pabbly Connect

Learn how to boost your business’s user engagement by sending offers on WhatsApp using Pabbly Connect. Step-by-step tutorial included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To start boosting your business’s user engagement using Pabbly Connect, first, access the platform. Visit the Pabbly website and either sign in or sign up for a free account. Signing up allows you to utilize free tasks every month, which is beneficial for testing your automations. using Pabbly Connect

Once logged in, navigate to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘WooCommerce to WhatsApp’. This will be the foundation for automating your offer sending process via WhatsApp.

2. Integrating WooCommerce as a Trigger in Pabbly Connect

In this section, we will set up WooCommerce as the trigger application in Pabbly Connect. Select WooCommerce as your trigger application and choose the event ‘New Order Created’. This will allow Pabbly Connect to initiate the workflow whenever a new cash on delivery order is placed. using Pabbly Connect

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

Next, you will need to paste this webhook URL into your WooCommerce settings. Go to your WordPress dashboard, navigate to WooCommerce, and select ‘Settings’. Under the ‘Advanced’ tab, click on ‘Webhooks’ and then ‘Add Webhook’. Name it and set the status to active, ensuring the topic is set to ‘Order Created’. This will establish a connection between WooCommerce and Pabbly Connect.

3. Testing the Webhook Connection in Pabbly Connect

After setting up the webhook, it’s essential to test the connection to ensure everything is working correctly. Go back to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will allow Pabbly Connect to listen for new orders being placed in WooCommerce. using Pabbly Connect

To test the webhook, place a dummy order in your WooCommerce store. Fill in the necessary order details and select cash on delivery as the payment method. Once the order is placed, return to Pabbly Connect to see if it has captured the response successfully.

• Place a dummy order in WooCommerce with cash on delivery.
• Check Pabbly Connect for the captured order details.
• Ensure the order details are correctly displayed in Pabbly Connect.

If the webhook response is captured successfully, this indicates that your WooCommerce and Pabbly Connect integration is functioning correctly. You are now ready to proceed to the next step of adding filters for your workflow.

4. Adding Filters and Creating Coupons in Pabbly Connect

To ensure that messages are only sent to customers who chose cash on delivery, add a filter in Pabbly Connect. This filter will check if the payment method is cash on delivery before proceeding with the workflow. Select the filter option and set the condition to check if the payment method equals cash on delivery. using Pabbly Connect

Once the filter is set, the next step is to create a coupon in WooCommerce. Add an action step and select WooCommerce again, this time choosing the action event ‘Create Coupon’. Fill in the coupon details, such as the coupon code and discount type. For example, you might create a coupon code ‘BigDiwali10’ with a 10% discount.

Set the coupon code and discount type in the action step. Define the coupon expiry date to ensure it is valid for a limited time. Map necessary fields from the WooCommerce order details.

After successfully creating the coupon, return to Pabbly Connect to ensure that all details are correctly mapped. This will allow the coupon details to be sent in the WhatsApp message later.

5. Sending WhatsApp Messages with Pabbly Connect

With the coupon created, the final step is to send a WhatsApp message to the customer. In Pabbly Connect, add another action step and select the WhatsApp Cloud API. Choose the action event ‘Send Template Message’. You will need to connect your WhatsApp account by providing the access token, phone number ID, and WhatsApp business account ID. using Pabbly Connect

Once connected, select the message template you created earlier. Map the customer’s name, coupon code, and expiry date into the message template. Ensure that the recipient’s mobile number is formatted correctly, including the country code.

Map the customer’s name to personalize the message. Include the coupon code and expiry date in the message. Test the WhatsApp message to ensure it is sent correctly.

After sending the test message, check the recipient’s WhatsApp account to confirm that the message has been received. This completes the automation process, allowing you to boost user engagement by sending offers on WhatsApp using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to boost your business’s user engagement by sending offers on WhatsApp using Pabbly Connect. By integrating WooCommerce and automating the process, you can efficiently send personalized offers to your customers, enhancing their shopping experience.