How to Create and Send WooCommerce Coupons from an Excel Worksheet to WhatsApp Using Pabbly Connect

Learn how to automate sending WooCommerce coupons from Microsoft Excel to WhatsApp using Pabbly Connect. Step-by-step instructions included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Excel and WooCommerce Integration

To automate sending WooCommerce coupons from an Excel worksheet to WhatsApp, you will use Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. Once you have your account, log in to access the dashboard where you can create your automation workflow.

Click on the ‘Create Workflow’ button to begin. Give your workflow a name like ‘Send Coupon Codes from Ms Excel to WhatsApp’. This naming convention helps in identifying the workflow later. After naming your workflow, click on the ‘Create’ button to proceed.

2. Connecting Microsoft Excel as the Trigger Application

Next, you will set Microsoft Excel as the trigger application in Pabbly Connect. Search for Microsoft Excel in the trigger module and select it. The trigger event should be set to ‘New Row in Worksheet’, which means the workflow will activate whenever a new row is added to your Excel sheet.

• Select the ‘Add New Connection’ option to connect your Microsoft Excel account.
• Authorize Pabbly Connect to access your Excel files.
• Choose the specific workbook that contains your coupon details.

Once you have set this up, click ‘Save and Send Test Request’. This action fetches the data from the most recent row in your Excel worksheet, which will be used to create the coupon in WooCommerce.

3. Creating Coupons in WooCommerce Using Pabbly Connect

After successfully connecting Excel, the next step is to create coupons in WooCommerce through Pabbly Connect. For this, add an action step and select WooCommerce. The action event should be ‘Create a Coupon’. You will need to connect your WooCommerce account by providing the consumer key, consumer secret, and your website URL.

To obtain these credentials, navigate to your WooCommerce settings, go to the Advanced tab, and select REST API. Create a new API key with read/write permissions. Once you have entered the credentials in Pabbly Connect, you will be able to map the coupon details such as coupon code, discount type, and expiry date from the Excel data.

• Input the discount type and percentage from your Excel sheet.
• Specify the expiry date for the coupon, ensuring it is formatted correctly.
• Set usage limits for the coupon to control how many times it can be used.

After entering all required fields, click ‘Save and Send Test Request’ to generate the coupon in your WooCommerce store. This process effectively integrates your Excel data with WooCommerce using Pabbly Connect.

4. Sending Coupons via WhatsApp Using Pabbly Connect

With the coupons created, the next step is to send them to customers via WhatsApp. Again, use Pabbly Connect to facilitate this integration. Add another action step and select WhatsApp Cloud API as your application. The action event should be ‘Send Template Message’.

To connect to WhatsApp, you’ll need to set up your WhatsApp Cloud API account and obtain the necessary credentials such as the permanent access token, phone number ID, and business account ID. After entering these details in Pabbly Connect, you can map the recipient’s phone number and the coupon details into the message template.

Use the iterator feature to send messages to each customer individually. Map the customer’s name, coupon code, and discount details in the message body fields. Click ‘Save and Send Test Request’ to send a test message to verify the connection.

This setup ensures that every time a coupon is generated, it is automatically sent to the respective customer via WhatsApp, demonstrating the power of Pabbly Connect in automating this workflow.

5. Finalizing and Testing Your Automation Workflow

After setting up all the connections, it’s crucial to test your entire workflow for any potential issues. Go through each step in Pabbly Connect to ensure that the data flows correctly from Excel to WooCommerce and then to WhatsApp. This testing phase is essential to confirm that the automation works as intended.

Once everything is confirmed, your workflow will run automatically every time you add a new row to your Excel sheet. Coupons will be generated and sent to customers on WhatsApp without any manual intervention. This automation not only saves time but also enhances customer engagement.

In conclusion, leveraging Pabbly Connect allows you to streamline the process of sending WooCommerce coupons from an Excel worksheet to WhatsApp. By following the steps outlined in this tutorial, you can set up this automation quickly and efficiently.

Conclusion

In summary, using Pabbly Connect to automate sending WooCommerce coupons from Excel to WhatsApp is an efficient solution. This integration simplifies the process, ensuring timely communication with customers while enhancing operational efficiency.