How to Get Customer Feedback with Quick Call to Action Buttons Using Pabbly Connect

Learn how to effectively gather customer feedback using quick call to action buttons integrated through Pabbly Connect with Google Sheets, WhatsApp, and more. 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. Accessing Pabbly Connect for Feedback Collection

To start gathering customer feedback, you need to access Pabbly Connect. First, visit the Pabbly website and sign up or log in if you already have an account. Pabbly Connect enables you to automate the collection of customer feedback efficiently.

Once logged in, navigate to the dashboard and create a new workflow. This workflow will integrate various applications, such as Google Sheets and WhatsApp, to facilitate the feedback process. Click on the plus sign to create a new workflow and give it a relevant name, such as ‘Customer Feedback Automation’.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow in Pabbly Connect. The first step is to choose the application that will trigger the workflow. You will select ‘Schedule by Pabbly’ to run the workflow daily.

• Select how often you want the workflow to run (e.g., daily).
• Set the time for the workflow to run (e.g., 10 AM).
• Save your trigger settings.

After configuring the trigger, you will see it successfully scheduled. This allows the workflow to automatically run at the specified time every day, ensuring consistent feedback collection.

3. Integrating Google Sheets with Pabbly Connect

Next, you will integrate Google Sheets into your workflow using Pabbly Connect. This integration is essential for accessing customer order details stored in your Google Sheets. Choose Google Sheets as your application and select the action event as ‘Lookup Spreadsheet Rows’.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet containing customer details.
• Map the delivery date column to check for feedback timing.

After setting this up, you will capture the necessary customer data, which will be used to send WhatsApp messages for feedback. This step is crucial for ensuring you have the right details to reach out to customers.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have integrated Google Sheets, the next step is to send WhatsApp messages to customers using Pabbly Connect. You will need to select the WhatsApp Cloud API as your application and choose the action event ‘Send Template Message’. This allows you to send personalized messages with call to action buttons.

To set up this integration, you must:

Connect your WhatsApp Cloud API account to Pabbly Connect. Select the message template that includes call to action buttons for feedback. Map the recipient’s phone number and customer name in the message.

Once these details are configured, you can send the WhatsApp messages, prompting customers to provide their feedback through the buttons. This integration is vital for collecting feedback efficiently.

5. Finalizing the Workflow in Pabbly Connect

In the last step, you will finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is set up correctly. You can minimize the workflow view to get a clear overview of the entire process.

To summarize, here’s what you have done:

Configured the scheduler to run daily at a specified time. Integrated Google Sheets to access customer data. Set up WhatsApp messaging with call to action buttons.

This workflow will now automate the process of collecting customer feedback using quick call to action buttons. By using Pabbly Connect, you streamline your feedback collection process effectively.

Conclusion

Using Pabbly Connect, you can efficiently gather customer feedback through quick call to action buttons integrated with Google Sheets and WhatsApp. This automated process enhances customer engagement and streamlines feedback collection, ultimately improving your service quality.