Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Chatflow for WhatsApp Integration

To begin your WhatsApp integration, first access Pabbly Chatflow by visiting pav.com/chartflow. This will take you to the Pabbly Chatflow homepage where you have options to sign in or sign up.

If you are new, click on “Sign Up Free” to create your account. Existing users should simply sign in. Once logged in, you will see all Pabbly apps, and you need to click on “Access Now” for Pabbly Chatflow.


2. Connecting WhatsApp in Pabbly Chatflow

After accessing Pabbly Chatflow, you can connect your WhatsApp number. Click on the “Add” button to view connection methods. Choose the method that suits you best.

  • Method 1: API Integration
  • Method 2: Third-party Apps

Once connected, you can explore features in the left sidebar. This is where you will set up your WhatsApp broadcasts using Pabbly Chatflow.


3. Creating a WhatsApp Template in Pabbly Chatflow

Before sending messages, you need to create a WhatsApp template. Navigate to the template section in Pabbly Chatflow. Here, you can see existing templates and their statuses.

To create a new template, click on the “Add” button. Fill in the required details and submit your template for approval. Once approved, you can use it for your WhatsApp broadcasts.

  • Template Name: Sale Offer
  • Status: Approved

Once your template is ready, you can proceed to set up your WhatsApp broadcast using this template in Pabbly Chatflow.


4. Setting Up WhatsApp Broadcast in Pabbly Chatflow

To create a WhatsApp broadcast, navigate to the broadcast section in Pabbly Chatflow. Select “Broadcast Campaign” as your type and name it “New Sale Offer”. Then, choose your contact list.

If your contacts are in Google Sheets, download them as a CSV file. Upload this CSV file in Pabbly Chatflow to create contacts. After that, select the message type as “Pre-Approved Template” and choose your created template.

  • Select Contact List
  • Choose Message Type

Ensure to add variables in your template to personalize messages. Once set, test your broadcast by sending a message to your own WhatsApp number.


5. Scheduling and Testing Your WhatsApp Broadcast

After testing your message, you can schedule your broadcast in Pabbly Chatflow. Select whether to send it immediately or schedule it for a later date. Ensure you choose a future date and time to avoid instant sending.

Click on “Add Broadcast” to finalize your settings. After sending, you can monitor the broadcast stats, including delivery rates and read receipts. This helps you evaluate the effectiveness of your WhatsApp communication.

  • Delivery Status
  • Read Receipts

With these steps, you have successfully set up a WhatsApp broadcast using Pabbly Chatflow to engage your customers effectively.


Conclusion

Integrating WhatsApp with Pabbly Chatflow allows for automated messaging to engage customers efficiently. Following these steps ensures a seamless setup for your business communication.