How to Automatically Send Onboarding Emails to New Users

Learn how to use Pabbly Connect to automate sending onboarding emails to new users in this detailed tutorial. Follow the step-by-step process for seamless integration.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Connect

To automatically send onboarding emails to new users, the first step is to access Pabbly Connect. If you are a new user, search for pabbl.com/connect in your browser. This will lead you to the Pabbly Connect landing page.

In the top right corner, click on the ‘Sign Up for Free’ button. This will allow you to explore Pabbly Connect with 100 free tasks each month. If you find it beneficial, consider subscribing for more features.

2. Creating a Workflow in Pabbly Connect

Once you have signed up, navigate to the workflow builder within Pabbly Connect. Here, you will set up a workflow that automates the sending of onboarding emails. The workflow consists of a trigger and an action.

• Click on the ‘Add Trigger’ button.
• Search for ‘Razer Pay’ and select it as your trigger application.
• Choose the ‘New Payment Captured’ event.

After selecting the trigger, click on ‘Connect’ to establish a connection. You will receive a webhook URL from Pabbly Connect that you will need to use in your Razer Pay settings.

3. Setting Up Webhook with Razer Pay

To connect Razer Pay with Pabbly Connect, go to your Razer Pay dashboard. Under the developers’ section, select ‘Webhooks’ and click ‘Add New Webhook’. Paste the webhook URL you copied earlier into the designated field.

• For the active event, select ‘Payment Captured’.
• Leave other fields blank unless necessary.
• Click on ‘Create Webhook’ to save your settings.

Now that the webhook is set up, perform a test submission by purchasing a course through Razer Pay. This will trigger the webhook and allow Pabbly Connect to capture the payment details.

4. Adding a Filter in Pabbly Connect

After capturing the payment details, you need to add a filter in your Pabbly Connect workflow. This ensures that onboarding emails are sent only for specific courses, like the master of digital marketing course.

Click on ‘Add New Action Step’. Search for ‘Filter’ and select it. Set the filter condition to check if the course name equals the specific course.

This filtering step is crucial as it controls whether the workflow proceeds to send the email based on the course purchased. If the condition is met, the workflow continues; otherwise, it stops.

5. Sending Onboarding Emails with Gmail

To send the onboarding email, add another action step in Pabbly Connect. Search for ‘Gmail’ and select it as the action application. Choose the ‘Send Email’ event and click on ‘Connect’.

If prompted, create a new connection by signing in with your Google account. Map the recipient’s email address dynamically from the previous step. Fill in the email subject and content, ensuring to select HTML as the content type.

After configuring the email settings, click ‘Save and Send Test Request’. If successful, you will receive a confirmation, and the onboarding email will be sent to the new user automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically send onboarding emails to new users. By integrating Razer Pay and Gmail, you can streamline your onboarding process and enhance user experience. Try this automation today and simplify your workflow!