Create Personalized Certificates & Send on WhatsApp Using Pabbly Connect

Learn how to create personalized certificates and send them via WhatsApp using Pabbly Connect in this step-by-step tutorial. 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 Certificate Automation

To begin with, you need to access Pabbly Connect. This platform allows you to automate the process of creating and sending personalized certificates via WhatsApp. Start by visiting the Pabbly Connect dashboard, which you can reach by going to pavbly.com/connect. Here, you can sign up for a free account and get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send Certificates on WhatsApp’. After naming, click on the ‘Create’ button to proceed to the workflow setup page where you will define the trigger and actions for your automation.

2. Scheduling the Workflow in Pabbly Connect

In this section, you will set up the scheduling feature to automate when the certificates will be sent. Within the workflow, use the ‘Scheduler’ feature in Pabbly Connect to specify the date and time for the automation to run. For instance, if you want to send the certificates on June 18 at 9 AM UTC, select the ‘Once’ option and set the date accordingly.

• Select ‘Once’ for a one-time run.
• Choose the date and time in UTC format.
• Click ‘Save’ to finalize the scheduling.

By scheduling your workflow, Pabbly Connect will handle the automation seamlessly, checking the spreadsheet for recipient details and preparing the certificates to be sent via WhatsApp at the specified time.

3. Integrating Google Sheets with Pabbly Connect

Next, you will connect Google Sheets to Pabbly Connect to retrieve the data of recipients. In the action step, search for Google Sheets and select the ‘Get Rows’ action event. This will allow you to fetch the details from your spreadsheet where you have stored the names and WhatsApp numbers of the recipients.

After connecting, select the spreadsheet you wish to use. For example, if your spreadsheet is named ‘Corona Warriors List’, choose it and define the data range you want to retrieve. Make sure to leave out the header row, only selecting the relevant data rows. Click ‘Save and Send Test Request’ to ensure the data is correctly fetched.

4. Creating Certificates Using Google Slides

In this step, you will create personalized certificates using a template in Google Slides. Select Google Slides as the next action in your Pabbly Connect workflow and choose the ‘Create Presentation from Template’ action event. Connect to your Google account where the template is saved and select your certificate template.

Map the recipient’s name and any other personalized fields in the template. For example, if your template contains curly braces for names, map the name field from the previous step to ensure each certificate is personalized. After mapping, click ‘Save and Send Test Request’ to create the certificate.

• Select the Google Slides template for the certificate.
• Map the recipient’s name and other variables.
• Click ‘Save and Send Test Request’ to create the certificate.

Once the certificate is created, it will be saved in your Google Drive, ready for sharing via WhatsApp.

5. Sending Certificates via WhatsApp Cloud API

Finally, you will send the created certificates through WhatsApp using the WhatsApp Cloud API integrated with Pabbly Connect. Add a new action step for WhatsApp Cloud API, and select the ‘Send Template Message’ option. Connect your WhatsApp Cloud API account by providing the necessary credentials such as the access token and phone number ID.

Map the recipient’s WhatsApp number and the link to the generated certificate in the message template. Ensure the message contains personalized elements, such as the recipient’s name. After mapping all required fields, click ‘Save and Send Test Request’ to send the message.

Connect to the WhatsApp Cloud API. Map the recipient’s WhatsApp number and message template. Click ‘Save and Send Test Request’ to send the message.

Once sent, the recipient will receive their personalized certificate via WhatsApp, completing the automation process set up through Pabbly Connect.

Conclusion

In this tutorial, we explored how to create personalized certificates and send them via WhatsApp using Pabbly Connect. By integrating Google Sheets, Google Slides, and WhatsApp Cloud API, you can automate the entire process efficiently. This automation saves time and ensures that recipients receive their certificates promptly and accurately.