Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for WhatsApp Integration

To create a WhatsApp sales campaign, you first need to access Pabbly Connect. Start by navigating to pabby.com/chartflow in your browser. This will lead you to the Pabbly Chatflow homepage, where you can either sign up for free or log in if you’re an existing user.

Once logged in, you’ll find the “All Pabbly Apps” window. Click on “Access Now” under Pabbly Chatflow to reach your dashboard. Here, you can connect your WhatsApp number. For detailed guidance on connecting your number, refer to the tutorial available on our YouTube channel.

2. Creating a Message Template in Pabbly Chatflow

Before setting up the broadcast, you need a message template. In your Pabbly Chatflow account, navigate to the “Template” section. Here, you can view various templates categorized as approved, pending, drafts, or rejected. Ensure your template is approved by Meta for bulk messaging.

  • Create a new template or select an existing one.
  • Add an image to enhance your message.
  • Ensure the template is approved for use.

Once your template is ready, you can proceed to the broadcast section. This template will be crucial for sending your WhatsApp messages to customers efficiently.

3. Setting Up WhatsApp Broadcast in Pabbly Connect

To initiate your WhatsApp broadcast, navigate to the “Broadcast” section within Pabbly Chatflow. Click on the “Add Broadcast” button, which directs you to the WhatsApp broadcast setup page. Here, select “Broadcast Campaign” as the type and name it, for example, “New Sale”.

Next, choose your audience. You can either select an existing contact list in Pabbly Connect or upload a CSV file if your data is stored elsewhere, like Google Sheets. Make sure to download your Google Sheets data as a CSV file first.

  • Select the appropriate audience contact list.
  • Use the refine audience option to exclude specific contacts.
  • Choose between pre-approved template messages or regular messages.

After selecting the audience, you can personalize the message further before proceeding to test the broadcast.

4. Testing and Scheduling Your Broadcast

Before sending your broadcast, it’s essential to test the message. In the broadcast setup, you’ll find an option to send a test message to your WhatsApp number. Enter your contact name and number, then click on “Send Test Message”. You should receive a confirmation that the test broadcast was sent successfully.

If the test is successful, you can choose to schedule the broadcast. You can select to send it immediately or schedule it for a future date and time. Ensure that the scheduled time is in the future; otherwise, the message will be sent instantly.

  • Select automatic retry options for failed contacts.
  • Set the number of retries and wait time between retries if needed.

Once everything is set, click on “Create Broadcast” to finalize your WhatsApp sales campaign.

5. Monitoring Broadcast Results in Pabbly Connect

After your broadcast is sent, you can monitor its performance directly in Pabbly Connect. Navigate to the broadcast section to view detailed statistics, including sent, delivered, read, pending, and failed messages. This data will help you analyze the effectiveness of your campaign.

If you notice any failed contacts, Pabbly Connect allows you to resend the broadcast message to those contacts. Simply select the “Resend” option to reach out to your audience again.

Utilizing Pabbly Connect for your WhatsApp sales campaign ensures a streamlined process, allowing you to reach all your customers efficiently and effectively.

Conclusion

In this tutorial, you learned how to create a WhatsApp sales campaign using Pabbly Connect. By following these steps, you can automate your messaging and enhance your business automation efforts. This streamlined approach saves time and ensures effective communication with your customers.